Lead Financial Analyst
Intuit
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 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.
The Small Business & Self Employed Group (“SBSEG”) is Intuit’s largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking. The US SBSEG Finance team is critical in driving business growth and profitability through strategic, financial and operational leadership.
Come join Intuit as part of the Ecosystem Services Finance team as a Finance Leader (internal title will be Lead Financial Analyst) partnering with the Workforce Solutions business segment. You will help us work towards our vision and solve the wide range of problems small businesses face as they try to survive and grow. You’ll be challenged to think bolder, move faster, and have a big impact.
Qualifications
- Undergrad in Finance, Accounting or Business Management or equivalent work experience. Masters in Finance a plus
- 6 - 8 years FP&A experience or equivalent tenure from related positions in corporate finance, investment banking, private equity, or analytics
- 4+ years of experience with financial forecasting or analytic modeling
- Enjoy operating in an extremely fast-paced, entrepreneurial environment
- Proven track record of translating business results into an insightful & consumable story for leadership teams, ideally in high-growth software / SaaS environments
- Excellent verbal and written communication skills with proven ability to partner with all levels of the organization, influence stakeholders using data and collaborate in an inclusive culture
- Detail-oriented with strong analytical, problem solving, and financial modeling skills
- Self-starter with a desire to quickly learn and excel; willing and able to initiate, manage, and execute projects with minimal supervision
- Grace under pressure with a good sense of humor and dose of humility
- Advanced Excel and PowerPoint skills; experience with Hyperion Essbase preferred
- Experience with a Human Capital Management business a plus
Responsibilities
- Strategic planning: Be a trusted advisor to the QuickBooks Workforce Solutions 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 the Product, Marketing and Analytics partners to develop and monitor key performance indicators to drive insights and decision making in order to achieve our strategic and financial plans.
- Modeling: Work with business partners and finance colleagues to 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 development priorities).
- Financial reporting: Prepare financial reporting deliverables (month-end close package, variance explanations, etc) to enable transparency into the business’s performance and drivers. Liaise with the Corporate Accounting team and cross-functional business partners to ensure correct accounting treatment of business 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 $146,500-198,500. 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.
"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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