Principal Financial Analyst
Company 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
The Technology Ecosystem Finance team is seeking a highly skilled and motivated Senior Finance Leader of Technology Investments FP&A (internal title Principal Analyst). This leader will partner with the senior leaders across Technology and Finance to lead strategic planning, forecasting and analysis across the Technology Ecosystem. In addition, this leader will partner with a broad set of cross-functional teams across the organization to drive strategic initiatives, resource allocation and investment decisions for the Technology team. As a leader on the team, this person will act as a mentor to junior team members and drive best practices in Investment management to the broader Finance organization.
The Technology Ecosystem team oversees technology investments of ~$3B+ across Intuit. The team is responsible for forecasting, planning and analysis of Technology spend across the company. In addition, we develop data driven insights and partner with key business leaders to execute our vision of being the “champion of those who dare to dream”. We also assist senior leaders (CTO and CTO staff members) in developing our 1 and 3-year strategic plans that ultimately manifest themselves in our financial commitments.
We are looking for creative problem solvers with a passion for innovation to join our team and revolutionize the way the world does business.
Responsibilities
- Finance leader accountable for end-to-end budget management for key Technology executives (including budget analysis, distilling insights into concise story lines and delivering executive presentations to influence decision making)
- Lead forecasting, resource planning, and financial management for Technology investments
- Lead Technology headcount forecasting across Intuit in partnership with cross-functional teams including business leaders, Finance, HR and Talent Acquisition
- Work cross-functionally with senior technology leaders to anticipate and proactively manage resource needs and initiatives
- Drive various analyses that deliver data driven insights in a structured manner to promote business outcomes that accelerate our growth trajectory
- Collaborate cross-functionally on strategic initiatives with senior business leaders and finance teams to deliver on critical business outcomes
- Be a thought partner to senior business leaders with a focus on driving change and providing financial leadership as we execute our Technology investment strategies
- Lead teams to design, continuously improve, and implement new financial and operational processes to ensure we meet our financial commitments
- Lead ongoing change in an evolving organization by articulating a clear case for change and then gaining shared vision with employees through effective, frequent and timely communication
Qualifications
- 10+ years of FP&A experience or equivalent tenure from related positions in highly dynamic finance roles (Global experience preferred, Corporate FP&A experience preferred)
- Deep experience with deriving insights from analysis, formulating those insights into concise story lines and delivering presentations to senior executives to influence decision making
- Strong understanding of investment management and resource planning (preferably in a technology company and/or in a Corporate FP&A capacity)
- Additional experience leading strategic or business performance initiatives and/or organizational change initiatives as a part of prior responsibilities
- Self-starter with a desire to quickly learn and excel; willing and able to initiate, manage, and execute projects with minimal supervision
- Trusted business partner who delivers operational excellence by understanding the needs of the business and identifying opportunities to improve financial results
- Strong understanding of translating business results into an insightful and consumable story for leadership teams (e.g. dashboards, presentations, etc.)
- Solutions oriented, with a track record of identifying and implementing creative solutions.
- Ability to work independently, deal with ambiguity, operate in a cross-functional matrixed organization, and meet deadlines in a high-growth environment focused on driving business results
- Grace under pressure with a good sense of humor and dose of humility
- Advanced Excel financial modeling, analytical and problem solving skills
- Degree in Finance, Accounting or Business Management, or equivalent work experience; MBA and/or CFA preferred
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 $180,000-243,500. 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.
Related Content
-
-
GED is a weeklong code-a-thon that brings together Intuit technologists from all over the world to innovate and collaborate on projects they’re passionate about.
-
Article
Benefits
We support our employees by offering benefits you need to stay healthy, achieve financial security, and enjoy peace of mind for you and your family.
-
Intuit has built foundational capabilities for collecting, processing and transforming raw data into a connected mesh of high quality data. Those capabilities are enabling our technologists to build personalized experiences, with speed and at scale, to deliver on our mission to power prosperity around the world
-
Article
Our approach to hybrid work
Intuit embraces a hybrid way of working that brings the best of in-person collaboration and connections together with the flexibility of virtual work.
-
For Intuit, turning data into actionable insights is pivotal to our success in delivering awesome experiences to 100 million customers That’s why we’ve developed an internal generative AI powered tool called Query Kickstart to improve speed to insight by accelerating SQL query authoring for our data workers.
-
Intuit is using generative AI to power our internal developer platforms to enable our software engineers and data workers to be more effective and efficient.
-
4 Ways Intuit helped me start a successful tax career
-
Video
Intuit Academy
Start your career as a remote tax preparer or bookkeeper through our Intuit Academy program. The program consists of self-paced online courses, followed by an exam. Upon passing the exam, you will receive a badge that you can easily display to advance your career in the industry.
-
Blog
Improving Tax Skills
I was ready to up my tax game, that's why I joined Intuit
-
Video
DEIB at Intuit
Intuit's Chief DEI Officer, Humera Shahid, on Diversity, Equity, Inclusion, and Belonging
-
Blog
Career Path
Accelerate Your Career Path Inside Intuit
-
Video
Offices of the future
We're building the workforce and workplace of the future by investing in our sites around the world. This video shows how our office designs and features spark innovation for our global teams.
-
-
-
Building a true platform culture to solve customer problems
-
Toronto's inclusive workplace design inspired by indigenous ties
-
Blog
Leveraging AI
How Intuit is leveraging AI to enhance customer experience
-
Blog
Using AI Together
11 Things we've learned about using AI together
-
Intuit's mission in Powering Prosperity for All
-
Blog
My Journey
From dreamer to tech leader at Intuit
-
Blog
Winning Culture
The secret behind India's award winning culture
-
Blog
Intuit Dome
Introducing our partnership with the LA Clippers and the groundbreaking Intuit Dome
-
AI skills to boost your tech career
-
Blog
Intuit Survey
US high school students want financial education at school
-
Blog
Velocity Hacks
Velocity Hacks to work harder not smarter
-
Blog
Women in Tech
Why we need more women in tech
-
How Intuit helps tax and bookkeeping pros do their best work
-
Blog
Tax Experiences
The Role of AI in Delivering Personalized Tax Experiences
-
Blog
Career Tips
Navigating your career path, tips for engineers
-
-
-
Blog
Internal Mobility
Internal Mobility Can Enhance Skill Development
-
-
Blog
Hybrid Work
How Intuit's hybrid work model is evolving
-
Celebrating 40 years of Intuit's innovation
-
Blog
Future of Fintech
How Intuit is shaping the future of fintech
-
Intuit's new tools to improve business finances
-
Blog
AI in 2025
Excitement and skepticism will mark the year ahead, as AI-powered experiences proliferate and customers ultimately decide what’s best for them.
-
Roughly 7,500 participants worked together at Intuit’s biannual week-long event to turn ideas into innovative solutions for approximately 100 million consumer and business customers.
-
Blog
Thomas Ranese as CMO
Intuit Appoints Thomas Ranese as CMO
-
Blog
Meet James Harris
From an Atlanta Barbershop to Intuit’s Strategic Accounts
-
Petagae Butcher on paving a career in tech
-
In this final blog in our mentoring women in technology series, we’ll offer more advice for growing your mentoring network—including industry organizations and programs dedicated to connecting, inspiring, and supporting women and other underrepresented groups in tech.
-
Discover the importance of workplace inclusion and the rights of individuals with disabilities. Learn about reasonable accommodations and how they promote an equitable work environment.
-
In this second blog in our mentoring women in technology series, we’ll talk about how technology professionals at any company can form valuable mentoring relationships to advance their career, build their skills, and grow their network.
-
Blog
Finding a mentor
In this blog in our mentoring women in technology blog series, we’ll talk about the different types of mentors, where to find them, and how to create a mentorship relationship that works for you.
-
In this first blog in our mentoring women in technology series, learn about how you can find a mentor in technology and make the most of the relationship, the difference between sponsorship, mentorship, and coaching, and how to build mentor and mentee relationships.
-
Israel's top 10 best high tech companies for parents
Jobs For You
You haven't viewed any jobs yet. Start exploring now to find the perfect opportunity for you!
View all of our available opportunitiesYou haven't saved any jobs yet. Start exploring now to find the perfect opportunity for you!
View all of our available opportunitiesSign Up for Job Alerts
Be the first to find out about open jobs that fit what you're looking for.