Senior Product Analyst II, R&D Portfolio Strategy

Introduction

A career in IBM Software means you'll be part of a team that transforms our customer's challenges into industry-leading solutions. We are an infinitely curious team, always seeking new possibilities, and dedicated to creating the world's leading AI-powered, cloud-native software solutions. Our renowned legacy creates endless global opportunities for our network of IBMers. We are a team of deep product experts, ensuring exceptional client experiences, with a focus on delivery, excellence, and obsession over customer outcomes. This position involves contributing to HashiCorp's offerings, now part of IBM, which empower organizations to automate and secure multi-cloud and hybrid environments. You will join a team managing the lifecycle of infrastructure and security, enhancing IBM's cloud solutions to ensure enterprises achieve efficiency, security, and scalability in their cloud journey.

Your role and responsibilities

HashiCorp's R&D Portfolio Strategy team is central to our R&D organization and closely connected to product management, engineering, design, product marketing, support, and go-to-market (GTM) teams. Our mission is to align R&D execution with corporate strategy through unified portfolio planning, optimized resource allocation, clear strategic analysis, and outcome-focused enablement.

As a Senior Portfolio Strategy Analyst, you will play a pivotal role in translating our product development efforts into tangible financial outcomes, driving critical investment decisions, and navigating a dynamic data landscape following the IBM acquisition. This is an internally focused role with high executive visibility, emphasizing data-driven financial insights to support our internal teams in maximizing business growth and strategic impact.

What you'll do (responsibilities)

• Strategic Investment & Impact Analysis: Lead in-depth Return on Investment (ROI) analysis for strategic projects and significant resourcing initiatives, specifically measuring the impact of strategic recommendations. This includes M&A opportunities. Develop models and provide data-backed recommendations to senior leadership.
• Strategic Resourcing: Take primary responsibility for the financial and reporting aspects of our global resourcing prioritization strategy, including contributing to the overall strategy framework. This involves modeling and reporting on headcount and investments across high-cost US roles and lower-cost India-based roles.
• Top-Line Revenue Forecasting: Develop expected revenue models for each of our products, including segmentation by geography, in connection with the Sales Operations and IBM Finance teams. Drive the translation of how the products we build directly impact revenue growth, including modeling IBM synergy business cases.
• Corporate Development & M&A: Serve as the strategic finance expert for corporate development and M&A opportunities. Provide crucial financial context and analysis to guide strategic decision-making.
• Executive Communication & Partnership: Prepare and deliver high-impact presentations on complex financial insights and strategic recommendations to R&D leadership and the heads of each product group. Ensure clear, concise, and compelling communication for executive-level stakeholders.
• Among other responsibilities, as required by the business unit.

This job can be performed from anywhere in the US

Required education

High School Diploma/GED

Preferred education

Bachelor's Degree

Required technical and professional expertise

• Experience: 8+ years of progressive experience in finance or consulting, with a strong preference for backgrounds in: Investment Banking, Strategic Finance at a technology company, Corporate FP&A, Management Consulting with a finance focus.
• Technical Skills: Advanced proficiency in Excel for complex financial modeling. Strong SQL skills are essential for independent data extraction and analysis.
• Data-Driven Mindset: Proven ability to leverage data to inform strategic decision-making, identify root causes, and build strategic frameworks to solve problems. You are capable of reducing qualitative problems to recommendations backed by data.
• Action-Oriented: Demonstrated ability to "get things done" and solve problems, driving important projects forward despite challenges like fragmented data or lack of alignment.
• Effective Communication: Excellent written and verbal communication skills, with a high degree of executive presence to effectively present complex financial insights and influence decisions at the highest levels.

Preferred technical and professional experience

• Experience with data analysis (Python, e.g.). Familiarity with Business Intelligence (BI) tools such as Sigma or Tableau.
• A degree in Finance, Economics, Business Administration, or a related quantitative field (MBA, e.g.).
• Experience navigating financial reporting in large, complex organizations (post-acquisition integration, e.g.).
• Familiarity with software product lifecycle economics and investment analysis.
• Experience with data analysis (Python, e.g.). Familiarity with Business Intelligence (BI) tools such as Sigma or Tableau.

ABOUT BUSINESS UNIT

IBM Software infuses core business operations with intelligence-from machine learning to generative AI-to help make organizations more responsive, productive, and resilient. IBM Software helps clients put AI into action now to create real value with trust, speed, and confidence across digital labor, IT automation, application modernization, security, and sustainability. Critical to this is the ability to make use of all data, because AI is only as good as the data that fuels it. In most organizations data is spread across multiple clouds, on premises, in private datacenters, and at the edge. IBM's AI and data platform scales and accelerates the impact of AI with trusted data, and provides leading capabilities to train, tune and deploy AI across business. IBM's hybrid cloud platform is one of the most comprehensive and consistent approach to development, security, and operations across hybrid environments-a flexible foundation for leveraging data, wherever it resides, to extend AI deep into a business.

YOUR LIFE @ IBM

In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.

Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.

Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.

Are you ready to be an IBMer?

ABOUT IBM

IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.

Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 50 companies relying on the IBM Cloud to run their business.

At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.

IBM is proud to be an equal-opportunity employer. All qualifiedapplicants will receive consideration for employment without regard to race,color, religion, sex, gender, gender identity or expression, sexualorientation, national origin, caste, genetics, pregnancy, disability,neurodivergence, age, veteran status, or other characteristics. IBM is alsocommitted to compliance with all fair employment practices regardingcitizenship and immigration status.

OTHER RELEVANT JOB DETAILS

IBM offers a competitive and comprehensive benefits program. Eligible employees may have access to:

• Healthcare benefits including medical & prescription drug coverage, dental, vision, and mental health & well being
• Financial programs such as 401(k), cash balance pension plan, the IBM Employee Stock Purchase Plan, financial counseling, life insurance, short & long- term disability coverage, and opportunities for performance based salary incentive programs
• Generous paid time off including 12 holidays, minimum 56 hours sick time, 120 hours vacation, 12 weeks parental bonding leave in accordance with IBM Policy, and other Paid Care Leave programs. IBM also offers paid family leave benefits to eligible employees where required by applicable law
• Training and educational resources on our personalized, AI-driven learning platform where IBMers can grow skills and obtain industry-recognized certifications to achieve their career goals
• Diverse and inclusive employee resource groups, giving & volunteer opportunities, and discounts on retail products, services & experiences

The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

This position is eligible for participation in an IBM Sales Incentive plan. Actual incentive opportunity will be based on performance and the eligible Target Incentive, as addressed in the applicable plan, all of which is subject to change. The compensation range listed for this position is the IBM Reference Salary that is used when you are not actively participating in a sales plan. Your actual base pay plus incentive opportunity will be determined by the Incentive Plan assigned to you.

We consider qualified applicants with criminal histories, consistent with applicable law.

This position was posted on the date cited in the key job details section and is anticipated to remain posted for 21 days from this date or less if not needed to fill the role.

IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.

Client-provided location(s): Alice, TX

Job ID: IBM-53145

Employment Type: OTHER

Posted: 2025-08-27T18:57:12