Lifecycle Marketing FP&A Analyst — In-Product Growth & ROI

Intuit; Mountain View (CA); On-site; USD 154,000 - 209,000; Full time

Job summary

Intuit sits at the intersection of product and customer in the QuickBooks Lifecycle Marketing portfolio. This Financial Analyst role brings financial rigor to in-product offers, onboarding, upgrades, and attach motions, guiding where incremental dollars and engineering effort should go.

You will work with Data Science, Analytics, Marketing Operations, and Product to optimize acquisition, upsell, and attach across the QuickBooks portfolio in a highly matrixed environment, influencing decisions

Qualifications

• 5+ years in corporate finance/FP&A or related analytical function; tech/SaaS preferred.
• Working fluency in subscription and funnel economics — conversion, activation, retention and churn, attach and cross-sell, LTV, CAC, payback, ARPC.
• Advanced financial modeling skills in Excel/Google Sheets, with cohort, funnel and unit economics views.
• Comfort partnering with Data Science and Analytics teams; familiar with experimentation and A/B testing concepts.
• Experience with enterprise planning and BI tools — Oracle EPM/Hyperion Essbase, Anaplan, Tableau or Looker; SQL preferred.
• Demonstrated ability to operate in a highly matrixed organization and drive alignment across functional partners.
• Excellent communication and influencing skills, with senior leaders.
• Self-starter who thrives in fast-paced environments; detail-oriented.
• Bachelor's in Finance/Accounting/Economics/Business; MBA/CPA/CFA preferred.

Responsibilities

• Own the annual operating plan submission for the Ecosystem Lifecycle Marketing portfolio, collaborating with Marketing VPs, Analytics, and Business Operations.
• Lead quarterly forecast cycles, managing driver-based assumptions, risk, and opportunities to keep targets on track.
• Build reporting and dashboards for Marketing and Finance leadership to view performance against plan.
• Model the ROI of lifecycle and in-product investments to guide prioritization of initiatives.
• Create executive presentations and automate forecast/reporting processes; apply an AI-first mindset to FP&A workflows.

Skills

subscription economics

financial modeling

communication with senior leaders

matrixed organization

A/B testing concepts

SQL familiarity

Education

Bachelor's degree in Finance, Accounting, Economics, or Business

MBA, CPA, or CFA preferred

Tools

Oracle EPM/Hyperion Essbase

Anaplan

Tableau or Looker

SQL

Job description

Intuit sits at the intersection of product and customer in the QuickBooks Lifecycle Marketing portfolio. This Financial Analyst role brings financial rigor to in-product offers, onboarding, upgrades, and attach motions, guiding where incremental dollars and engineering effort should go.

You will work with Data Science, Analytics, Marketing Operations, and Product to optimize acquisition, upsell, and attach across the QuickBooks portfolio in a highly matrixed environment, influencing decisions