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Lead Financial Analyst
Location(s): Toronto, CanadaCompany 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 comprised 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, accounting or investment banking
- 4+ years of experience with financial forecasting or analytic modeling
- Strong proficiency in MS Excel, SQL required; knowledge or hands-on experience with Hyperion, Tableau, Google Sheets and other Financial tools
- Advanced knowledge and understanding of large, complex organizations and forecasting processes (within a SaaS environment ideally)
- 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
- Undergraduate degree in Finance, Economics, or Accounting from leading academic institution preferred or equivalent work experience
Responsibilities
Core 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 driven individuals who are creative problem solvers 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)
"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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