Sr. Financial Analyst - R&D (San Francisco, CA)

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 either Raleigh, North Carolina or San Francisco, California.

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.

#LI-Hybrid