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Lead Financial Analyst, Strategy
Location(s): San Diego, California; 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
Come join Intuit as a Lead Financial Analyst!
Intuit’s Consumer Group (CG) combines the power of TurboTax and Credit Karma, providing tax preparation for individuals and businesses along with a marketplace of financial products. The Financial Planning and Analysis (FP&A) team at Consumer Group is responsible for strategic financial planning, forecasting, reporting, and analysis of the business unit. The FP&A team plays a unique and critical role in driving business decisions and optimizing long-range financial outcomes for CG.
Qualifications
As our team works closely with various partners at all levels, it is essential that the candidate be able to quickly establish rapport, credibility, and respect throughout the organization at all levels. We are looking for a creative problem solver with an ability to connect the dots between numerous sources of information, and a strong desire to drive tangible business impact. The ideal candidate is ready and able to exercise a range of classical strategy disciplines: analytical thinking, competitive / market intelligence, external benchmarking, business case development, storyboarding / narrative creation, framing, influencing, change management, and more. Part thought-partner, part influencer, and part-doer, to be successful in this role, the candidate should have:
- 7+ years of experience, including at least 3 years in strategy consulting, corporate strategy, or investment banking. Experience in the technology or consumer finance industry is a plus.
- A customer-first mindset and understanding of customer behavior
- Strong financial acumen and understanding of portfolio dynamics and drivers, with an ability to quickly and accurately build, comprehend, and manipulate complex financial models and analyses
- High degree of organization, individual initiative, intellectual curiosity, and personal accountability with a commitment to driving outcomes
- A proactive can-do attitude, a self starter who is comfortable working independently and with ambiguity in a fast-paced environment while managing multiple priorities simultaneously
- Ability to quickly synthesize qualitative and quantitative information, structure a concise and clear presentation of findings, and articulate recommendations to an executive audience
- Well-rounded interpersonal skills with the capacity to build relationships with senior stakeholders and collaborate across with team members across varying levels; ability to influence outcomes without direct authority
Responsibilities
This position will be responsible for developing strategies that accelerate the growth of our consumer platform and offerings, identifying new growth opportunities, and partnering with business leaders to drive successful execution. While our business has been successful in our core markets and segments, our total addressable market is still largely untapped, and we are excited about the numerous growth opportunities ahead. Responsibilities in this role include:
- Development of our short and long term strategic and financial plan, with ownership of our long term financial model
- Proactively identifying growth acceleration and business improvement opportunities by building a deep understanding of our business drivers, our ongoing performance, and external market dynamics
- Development of growth strategies for new offerings, customer segments, and business models
- Optimization of investment allocation to balance short and long-term growth objectives
- Collaborate closely with cross-functional teams to formulate strategy, ensure stakeholder alignment, and ongoing partnership and guidance as teams test and operationalize to refine execution
- Creating narratives and presentations to articulate our strategy & business trajectory to drive alignment across internal and external stakeholders (i.e. Intuit’s Board of Directors and investor community)
This role will mirror the work at top strategy consulting firms and investment banks, but with an emphasis on driving tangible impact in close collaboration with product and business leaders. Our team has significant exposure to senior leaders across Intuit, and takes pride in and ownership of both strategy and guiding successful business execution. This mix of strategic and operational components and our ability to directly drive long-term value offers a greater sense of achievement, career growth opportunities, and momentum than is often found in professional services.
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 $146,500-198,500, Southern California $133,500-181,000. 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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