Senior Financial Analyst at Intuit

| San Diego, CA
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Intuit is a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.


Intuit's Finance team drives business growth and profitability through strategic, financial and operational leadership. Our team is comprised of finance, accounting, supply chain, corporate strategy & development, treasury and tax professionals that support and enhance Intuit's operating efficiencies.

Come join the finance team as a Senior Financial Analyst, supporting the Consumer Group (CG) Customer Success team, which is focused on providing the highest quality service to millions of tax-payers every year and directly tied to driving successful topline growth. The Analyst will also serve as a strategic thought partner to support Intuit's Big Bet #2, Connecting People to Experts, as we scale our TurboTax Live platform and products.

We work in a highly collaborative environment and provide financial support through planning, insights and analysis across all functions - marketing, engineering, product management, customer care, etc - working closely with functional leaders as well as other finance team members.

This position will be responsible for budget forecasting / management and financial analyses to provide decision support to Customer Success organization. We are looking for a detail-oriented, creative problem solver with a passion for delivering data-driven insights and the ability to quickly synthesize information, structure a concise, clear presentation of findings, and articulate recommendations to business partners.

Come join the Consumer Group Finance Team as a Senior Financial Analyst in San Diego!

What you'll bring

To be successful in this role, the candidate must be/have:
  • A customer-first mindset and understanding of customer behavior;
  • Detail-oriented individual who can quickly and accurately comprehend, manipulate, and prepare complex financial models and analyses from large and complex datasets;
  • High degree of organization, individual initiative, intellectual curiosity, personal accountability and a commitment to driving results. A pro-active can-do attitude; a self-starter who is comfortable working independently and with ambiguity in a fast-paced environment while managing multiple priorities simultaneously;
  • Strong financial acumen and understanding of portfolio dynamics and drivers. Excellent problem solving skills and end-to-end quantitative thinking;
  • Well-rounded interpersonal skills with the capacity to build strong relationships and collaborate across multiple stakeholders at varying levels;
  • Ability to tell stories with data, educate effectively, and instill confidence, motivating stakeholders to act on recommendations;
  • Proficiency in MS Excel and Google Suite. Experience with SQL and Tableau or other visualization tools is strongly preferred;
  • 3 to 5 years of relevant work experience (experience in consumer financing, investment banking or high growth companies preferred); and
  • Bachelors or master's degree in a quantitative field such as statistics, economics, mathematics, finance, or computer science, or equivalent experience.

How you will lead

  • Develop and maintain budget forecasting and management models to enable effective decision support for the business, lead month-end close, and drive monthly/quarterly/annual planning processes to enable Customer Success to deliver against financial targets;
  • Manage daily FP&A processes including headcount, contingent workforce, and purchase order tracking; partnering with accounting and corporate FP&A where necessary to manage expense flows;
  • Drive various analyses that deliver data-driven insights in a coherent and structured manner to promote business outcomes that accelerate our growth trajectory;
  • Cross-train with the TurboTax Live revenue analyst to support continuous improvement and automation in reporting and data collection;
  • Partner effectively with cross-functional teams, including Intuit Customer Success Ecosystem Finance, Product, Marketing, Analytics and Finance to translate business strategies and objectives to financial outcomes; and
  • Communicate effectively both verbal and written with senior leaders within the Finance and Customer Success organizations.
More Information on Intuit
Intuit operates in the Fintech industry. The company is located in Eagle, ID, Reno, NV, Mountain View, CA, San Francisco, CA, Woodland Hills, CA, San Diego, CA, Tucson, AZ, Plano, TX, Washington, DC, DC and Fredericksburg, VA. Intuit was founded in 1983. It has 14200 total employees. It offers perks and benefits such as Volunteer in local community, Partners with Nonprofits, Friends outside of work, Eat lunch together, Intracompany committees and Daily sync. To see all 72 open jobs at Intuit, click here.
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