Sr. Financial Analyst - R&D (Raleigh, NC)

HashiCorp, Inc.; Georgia (VT); Hybrid; USD 117,000 - 138,000; Full time

Job summary

An established industry player seeks a Senior Financial Analyst to enhance operational efficiency and financial discipline within R&D. This pivotal role involves collaborating with cross-functional teams to manage planning and forecasting while delivering impactful insights that support strategic decision-making. The ideal candidate will possess strong analytical skills, a growth mindset, and proficiency in financial modeling and data visualization tools. Join a dynamic team that champions innovation and supports the financial growth objectives of a leading cloud technology firm. This is an exciting opportunity to make a significant impact in a collaborative environment.

Qualifications

• 4+ years of experience in financial analysis in a Cloud SaaS company.
• Proficiency in financial modeling and data visualization tools.

Responsibilities

• Drive monthly and quarterly financial forecasts in Anaplan.
• Prepare financial review presentations for senior leadership.

Skills

Excellent communication skills

Financial modeling

Data visualization

Analytical skills

Problem-solving

Collaboration

Education

Bachelor’s degree in Finance, Accounting, Economics

MBA or CFA

Tools

Excel

Anaplan

Tableau

Sigma

Google Sheets

Google Slides

Job description

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About the team:

R&D Finance partners with Engineering, Product Management & Design (EPD) leadership to support Hashicorp’s financial growth objectives. The team manages the annual EPD budget & Monthly/Quarterly expense variance reporting with a focus on providing actionable insights to drive the business forward.

Role Overview:

As a Senior Financial Analyst, you will play a pivotal role in driving operational efficiency and ensuring financial discipline across the R&D organization. You will work closely with cross-functional teams to manage planning and forecasting for R&D, deliver impactful insights, and support strategic decision-making.

This role can be based in Raleigh, North Carolina.

What you’ll do (responsibilities):

• Budgeting and forecasting: Drive monthly and quarterly financial forecast in Anaplan, ensuring accurate projections, appropriate level of reporting, analysis and communication.
• Business partnering: Develop positive partnerships with Engineering, Product & Design teams. Collaborate to support forecast activity, management of departmental budgets, and to maintain optimization of resources within the accounting guidelines.
• R&D performance reporting: Prepare monthly and quarterly financial review presentations (including collecting, formatting, and analyzing information) and assist in presenting the materials to senior leadership teams.
• Ad-hoc, financial, and operational analysis: Combine quantitative and qualitative analysis to highlight business risks and opportunities for business units.
• Business processes: Become a subject matter expert on your area’s business processes and highlight opportunities for automation and process improvement.
• Financial close: Engage with the Accounting team to prepare / review journal entries related to Cloud Service Providers and R&D Software consumption.

What you’ll need (basic qualifications):

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
• Experience: Minimum 4 years of experience in financial analysis, spend management, or a related role in a Cloud Software as a Service technology company.
• Skills:
• Excellent communication skills and “story telling” ability when presenting data insights.
• Experience collaborating with business unit leaders and driving expense forecasting (including OPEX and COGS), initiative planning, and ability to influence across organization.
• Ability to effectively build relationships with internal and external partners.
• Mindset:
• Growth Mindset, curious, eager to learn and develop new skill sets.
• Analytical, detail-oriented, and proactive problem-solver with a passion for productivity and cost management.
• Technical:
• Proficiency in financial modeling, data visualization, and analysis tools (Excel, Anaplan, Tableau, Sigma, or similar). Anaplan & Tableau/Sigma experience is a plus.
• Ability to distill complex analyses into insights that drive action.
• Advanced Excel (Google Sheets) and strong PowerPoint (Google Slides) skills are required.

Location: Based in either San Francisco, California or Raleigh, North Carolina due to the hybrid nature of the role and team.

HashiCorp welcomes all qualified candidates who have authorization to work in the United States to apply - HashiCorp will not be sponsoring visas for this role at this time.

Individual pay within the range will be determined based on job related-factors such as skills, experience, and education or training.

$117,300 — $138,000 USD

The base pay range for this role in Colorado (excluding Denver / Boulder Metro), Illinois, Minnesota, or Washington (excluding Seattle Metro) is:

$97,800 — $115,000 USD

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Life at HashiCorp

HashiCorp, an IBM company is driven by our people and our principles which have been the foundation of everything we do since the company was founded in 2012. Join us on our journey as we work to support the world's most innovative companies as they transition to cloud and multi-cloud infrastructure through simple yet powerful workflows and automation.

At HashiCorp, an IBM Company, we build the infrastructure that enables innovation. Our suite of multi-cloud infrastructure automation products are the underpinnings of the largest enterprises in the world, who rely on our solutions to provision, secure, connect, and run their critical applications to deliver crucial services, communications tools, and entertainment platforms to the world. We're building a once-in-a-generation infrastructure company with a unique approach rather than focusing on specific technologies, and we build products and solutions that support real-world workflows spanning the multiple cloud environments that nearly every organization worldwide is using today.

HashiCorp is proud to be an Equal Employment Opportunity employer. We are committed to providing equal employment opportunities to qualified applicants and do not discriminate on the basis of race, color, ancestry, religion, sex, pregnancy, gender, gender identity, gender expression, sexual orientation, national origin, age, marital status, genetic information, disability, protected veteran status or any other characteristic protected by federal, state, or local laws. We also consider qualified applicants with arrest and conviction records consistent with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Ordinance, and other applicable state or local laws.

HashiCorp is committed to providing reasonable accommodations to qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, please reach out to [e-mail]

We comply with all laws and regulations set forth in the following posters:

Note: some benefits may differ from one country to another.