Enter your search term above OR select from the following categories:
- Software Engineering
- Data
- Design & User Experience
- Product Management
- Tax
- Bookkeeping
- Administration
- Business Development
- Corporate Strategy & Development
- Customer Service & Support
- Executive
- Finance & Operations
- General Management
- Human Resources
- Information Technology
- Interns & New College Grads
- Legal
- Marketing
- Project & Program Management
- Real Estate & Workplace Services
- Sales
Lead Financial Analyst
Location(s): Mountain View, CaliforniaCompany Overview
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as 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
Intuit’s Small Business and Self-Employed Group (SBSEG) Finance team drives business growth and profitability through strategic, financial, and operational leadership within our QuickBooks business segment. Our team is composed of finance professionals who support and enhance Intuit's operating effectiveness, and we’re looking for a new member to join as a Lead Financial Analyst who will partner with organizations across the Small Business Self-Employed Group. We work in a highly collaborative environment providing financial partnership through planning, insights, and analysis across all functions – Marketing, Product, Customer Care, for example – while working closely with functional leaders and other finance and accounting team members. This role will have exposure to acquisition, revenue, and expense forecasting by partnering on FP&A activities across multiple groups within the SBSEG Finance team.
Qualifications
- 4 - 6 years of experience within FP&A function or equivalent tenure from related positions in corporate finance, consulting, or investment banking
- 4+ years of experience with financial forecasting or analytic modeling
- Advanced knowledge and understanding of large, complex organizations and forecasting processes
- Well-rounded interpersonal skills with the capacity to build strong relationships and collaborate across multiple stakeholders at varying levels
- Self-motivated, driven and willing to proactively take on leadership roles within a project
- Analytical orientation, creativity in problem solving and keen business judgment
- Ability to quickly synthesize information, structure a concise, clear presentation of findings, and articulate recommendations to an executive audience
- Experience leading forecasting processes preferred but not required
- Proficiency in MS Excel required; knowledge and / or willingness to learn Hyperion, SQL, Tableau, Google Sheets and other Financial tools preferred
- Undergraduate degree in Finance, Economics, or Accounting from leading academic institution preferred or equivalent work experience
Responsibilities
The Lead Financial analyst role offers direct exposure to senior leaders across SBSEG Finance and the broader SBSEG business segment. We are looking for a driven individual who is a creative problem solver with a passion for finance and technology to join our Finance team and help drive growth within the business.
Core responsibilities include but are not limited to the following:
- Strategic planning: Be a trusted advisor to the leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise.
- Operational Excellence: Partner with, Marketing, Analytics and Finance teams to develop and monitor key performance indicators to drive insights and decision making in order to achieve our strategic and financial goals
- Modeling: Create financial models to analyze complex business scenarios that drive and inform our go-to-market strategy (e.g. promotion, pricing, new sales channel opportunities, product portfolio)
- Financial reporting: Prepare financial reporting deliverables (month-end close package, variance explanation, etc) to enable transparency into the business’s performance and drivers. Liaise with the Accounting team and cross-functional business partners to ensure correct accounting treatment of transactional activities.
- Process improvement: Drive efficiencies and continuous improvement by streamlining, standardizing and automating processes and reporting requirements
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Bay Area California $146,5000-198,500. 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.
![Gleb at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-gleb.jpg)
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
![Morag at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-morag.jpg)
"It’s important to always strive for improvement, even if you’re already in a good place."
![Alexandria at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Alexandria.jpg)
"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."
![Emily at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Emily.jpg)
"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."
![Troy at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Troy.jpg)
"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."
![Photo of Natalie](https://tbcdn.talentbrew.com/company/27595/v1_0/images/generic-job.jpg)
"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."
![Conrad at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Conrad.jpg)
"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."
![Joylyn at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Joylyn.jpg)
"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."
![Conrad at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Conrad.jpg)
"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."
![Alexandria at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Alexandria.jpg)
"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."
![Emily at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Emily.jpg)
"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."
![Troy at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Troy.jpg)
"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."
![Photo of Natalie](https://tbcdn.talentbrew.com/company/27595/v1_0/images/generic-job.jpg)
"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."
![Emily at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Emily.jpg)
"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."
![Heather at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Heather.jpg)
"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."
![Alexandria at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Alexandria.jpg)
"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."
![Troy at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Troy.jpg)
"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."
![Jake at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Jake.jpg)
"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."
![Alexandria at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Alexandria.jpg)
"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."
![Emily at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Emily.jpg)
"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."
![Breaunna at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Breaunna.jpg)
"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."
![Chelsia at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Chelsia.jpg)
"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."
![Troy at work](https://tbcdn.talentbrew.com/company/27595/v1_0/images/job-desc_search-headshot-Troy.jpg)
"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.
Award-winning culture, best-in-class benefits
Culture and values
Intuit's company culture is rooted in our core values, which promote an innovative and inclusive environment where diverse perspectives and new ideas are celebrated.
More about Intuit life play_arrowBenefits we offer
People who give their best deserve the best in return. We offer rewards that include everything you’d expect, and even more that you wouldn’t. Enjoy the best in class perks and benefits at Intuit.
More about our benefits play_arrowHiring process
From set-up to sign-off, everything you need to know for a successful interview with Intuit, including how to request reasonable interview accommodations.
More about our hiring process play_arrowEOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
Related Content
-
Corporate Responsibility at Intuit
We're dedicated to making a positive impact for our team, our environment, and our community.
-
Diversity, Equity & Inclusion
We're committed to providing a diverse and equitable workplace that empowers everyone to do the best work of their lives.
-
Intuit's Focus on Sustainability
Our sustainability initiatives are reducing our carbon footprint to help improve the health of our planet.