Skip to main content
Job Details
2022-31404 -

Lead Financial Analyst

Location(s): San Diego, California
Apply Now Apply Later Join Talent Community

Company 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, 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 mission is powering prosperity around the world. We do it by attracting the world’s top talent, bringing vital partners into our global platform, and leaving the world a better place through exceptional corporate citizenship. For our customers, we deliver more money, more time, and more confidence. Every day we innovate with our flagship products: TurboTax, QuickBooks, Credit Karma, Mailchimp, and Mint.  

The Financial Planning and Analysis (FP&A) team at Consumer Group is responsible for the 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 financial outcomes for the Consumer Group. FP&A determines and communicates financial goals and targets to each functional group within the unit, and then consolidates and monitors financial performance against those goals to ensure CG is reaching its objectives.

The FP&A team is seeking a highly skilled and motivated individual to support the Technology Investments for the Consumer Group.  This person will partner very closely with the senior tech leaders in the Consumer organization to lead forecasting, planning and analysis, as well to drive strategic initiatives, resource allocation and investment decisions for this organization. 

Qualifications

  • 8+ years of FP&A experience or equivalent tenure from related positions in highly dynamic finance roles
  • 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)
  • 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
  • Advanced Excel financial modeling, analytical and problem solving skills
  • Degree in Finance, Accounting or Business Management, or equivalent work experience; MBA preferred

Responsibilities

  • Finance leader accountable for end to end budget management for key Consumer Group 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
  • Drive various analyses that deliver data driven insights in a structured manner to promote business outcomes that accelerate our growth trajectory
  • Collaborate 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
Gleb at work
Gleb Intuit employee
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
Morag at work
Morag Intuit employee
"It’s important to always strive for improvement, even if you’re already in a good place."
Alexandria at work
Alexandria Intuit employee
"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
Emily Intuit employee
"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
Troy Intuit employee
"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
Natalie Intuit employee
"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
Conrad Intuit employee
"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
Joylyn Intuit employee
"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
Conrad Intuit employee
"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
Alexandria Intuit employee
"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
Emily Intuit employee
"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
Troy Intuit employee
"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
Natalie Intuit employee
"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
Emily Intuit employee
"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
Heather Intuit employee
"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
Alexandria Intuit employee
"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
Troy Intuit employee
"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
Jake Intuit employee
"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
Alexandria Intuit employee
"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
Emily Intuit employee
"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
Breaunna Intuit employee
"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
Chelsia Intuit employee
"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
Troy Intuit employee
"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 icon

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_arrow
benefits icon

Benefits 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_arrow
hiring process icon

Hiring 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_arrow
covid icon

Vaccination policy

We are requiring that employees who come onsite be vaccinated. Unless prohibited by applicable law, full vaccination against COVID-19 is a requirement for any position at Intuit that necessitates coming onsite and/or in-person business activity. Qualified applicants who would like to request an accommodation (exception) on the basis of a qualifying medical condition/disability or sincerely-held religious belief should contact TalentAcquisition@intuit.com.

Learn more about our return-to-work plan play_arrow
Fortune 100 Best Companies to Work For

Our culture and entrepreneurial spirit have earned us a spot on “Best Companies to Work For” lists year after year. Join us in our mission to power prosperity around the world.

EOE 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

  1. Customer at counter

    Corporate Responsibility at Intuit

    We're dedicated to making a positive impact for our team, our environment, and our community.

    Read More
  2. Crowd of people smiling

    Diversity, Equity & Inclusion

    We're committed to providing a diverse and equitable workplace that empowers everyone to do the best work of their lives.

    Find Out More
  3. Intuit building

    Intuit's Focus on Sustainability

    Our sustainability initiatives are reducing our carbon footprint to help improve the health of our planet.

    Read More