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Finance Manager
Location(s): Mountain View, CaliforniaCompany Overview
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 with TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
Job Overview
The Small Business & Self Employed Group (“SBSEG”) is Intuit’s largest business unit with $5B+ in revenue, serving 6M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking. Specifically, the SBSEG Services FP&A team leads forecasting, analysis and reporting for the Payments, Payroll, Capital Lending and Banking offerings.
Come join Intuit’s Services Finance team as a Senior Finance Manager supporting the Money portfolio of services (including Capital Lending, Banking and Crypto). The Senior Finance Manager will have two direct reports and will partner closely with our Channel, Marketing, Product and Analytics partners and be responsible for owning and forecasting a number of our key Banking and Capital funnel and conversion metrics across our ecosystems. They will also closely monitor business performance across Money offerings and provide executive level reporting and insights to help keep a pulse on internal/external KPIs, cohort metrics, macro-trends and performance of investments.
About the Services FP&A Team:
A core part of Intuit’s journey towards becoming a Fintech company is offering a full suite of services that enable small and mid-sized companies to manage and grow their business. Today as many as 82% of small businesses fail due to poor cash flow management. The Money team helps small businesses make sense of their cash flow and manage their money-in and money-out needs while also providing visibility that helps them plan for the future. As part of the team, you will help us work towards this vision and solve the wide range of problems small businesses face as they try to survive and grow. You’ll be challenged to think bolder, move faster, and have a big impact. We’re looking for a creative problem solver with a passion for innovation and good process.
Qualifications
- 10+ years of FP&A experience or equivalent tenure from related positions in corporate finance, accounting, investment banking, private equity, or analytics
- 3+ years of supervisory responsibility and experience leading financial forecasting or analytic modeling in a team setting
- Detail-oriented with strong analytical, problem solving, and financial modeling skills
- Ability to deal with ambiguity, operate in a cross-functional matrixed organization, and meet deadlines in a high-growth environment focused on driving business results
- Ability to quickly synthesize information, structure a concise, clear presentation of findings, and articulate recommendations to an executive audience
- Excellent verbal and written communication skills with proven ability to partner with all levels of the organization, influence stakeholders using data and collaborate in an inclusive culture
- Proficiency in MS Excel required; knowledge and / or willingness to learn Hyperion, SQL, Tableau, Tidemark and other Financial tools preferred
- Grace under pressure with a good sense of humor and dose of humility
- Self-starter with a desire to quickly learn and excel; willing and able to initiate, manage, and execute projects and strategies with minimal supervision
- Degree in Finance, Accounting or Business Management, or equivalent work experience; MBA preferred
Responsibilities
- Become a key cross functional member of our 1 and 3-year strategic planning and forecast processes across SBSEG Finance and lead these processes for the Banking and Capital space
- Influence cross-functionally, make connections and teach others to deliver customer outcomes in difficult and complex situations
- Champion new ways of seeing things and partner across teams to anticipate and escalate risks with a response plan, applying advanced functional expertise and exhibiting sound judgment to ensure financial integrity
- Be a thought leader that produces data-driven insights to improve processes, driving or significantly contributing to key operational priorities to achieve our objectives and stay ahead of external factors
- Drive accountability and be a role model for delivering outcomes that have significant reach across the organization by ensuring diverse representation in driving strategy, leveraging relationships inside and outside Intuit, investing in others, and leading cross-functionally to engage and drive change
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is CA $178,925 - $242,075. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
"It’s important to always strive for improvement, even if you’re already in a good place."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Designing at Intuit feels special because we're not just making things to make things. We're tackling real, consequential financial problems voiced by small businesses, self-employed, and individuals around the world. I'm grateful to have such a worthy and motivating mission when I go to work – powering prosperity around the world."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"By feeding our customers' data through machine learning algorithms, we uncover valuable insights that empower millions of customers to feel more confident about their financial future."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"We use the latest Native frameworks for iOS and Android to deliver a truly delightful mobile-first experience for our customers. I love that we're enabling millions of customers to improve their financial health, all under a world-class mobile experience."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"It's a great feeling knowing that when you push out a new feature or fix, our customers notice it and really love the work that we do! Here at Intuit, not only do we have the freedom to work with the newest technologies, but we value solving challenging financial problems for our customers above everything else."
"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Hear from our employees
Conrad De Peuter
Senior Data Scientist - Machine Learning Futures Group
Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently. For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.
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