Principle Financial Analyst - Accelerating Functions FP&A

Intuit, Inc.; Mountain View (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading financial services company is seeking a highly skilled Senior Finance Leader of Investments FP&A to drive strategic planning and analysis across various teams. The ideal candidate will have over 10 years of FP&A experience, strong investment management skills, and the ability to collaborate cross-functionally. You will be responsible for budget management, delivering insights, and creating executive presentations. The position offers a competitive compensation package, including potential bonuses and equity rewards.

Qualifications

• 10+ years of FP&A experience or related positions.
• Strong understanding of investment management and resource planning.
• Advanced Excel financial modeling and analytical skills.

Responsibilities

• Lead strategic planning, forecasting, and analysis.
• Manage end-to-end budget for key executives.
• Deliver executive presentations and insights for decision making.

Skills

FP&A experience

Financial modeling

Analytical skills

Investment management

Cross-functional collaboration

Education

Degree in Finance, Accounting or Business Management

MBA and/or CFA preferred

Tools

Excel

Job description

The Accelerating Functions Finance team is seeking a highly skilled and motivated Senior Finance Leader of Investments FP&A. This leader will partner with the senior leaders across the Accelerating Functions (Global Marketing & Communications, Finance, Legal & Compliance, People & Places, CS&D) to lead strategic planning, forecasting and analysis across the Ecosystem. In addition, this leader will partner with a broad set of cross-functional teams across the organization to drive strategic initiatives, resource allocation and investment decisions. As a leader on the team, this person will act as a mentor to junior team members and drive best practices in Investment management to the broader Finance organization.

About the Team

The Accelerating Functions team oversees forecasting, planning and analysis for investments of ~$1.5B+ across Intuit. In addition, we develop data driven insights and partner with key business leaders to execute our vision of being the “champion of those who dare to dream”. We also assist senior leaders (CEO staff members) in developing our 1 and 3-year strategic plans that ultimately manifest themselves in our financial commitments.

We are looking for creative problem solvers with a passion for innovation to join our team and revolutionize the way the world does business.

Responsibilities

• Accountable for consolidation of Accelerating Functions results across ~10 Intuit Executives to deliver data driven insights on financial performance and future implications
• Lead the 1- and 3-year strategic planning process across Accelerating Functions including resource planning, investment prioritization and financial target setting
• Responsible for end-to-end budget management for key executives (including budget analysis, distilling insights into concise story lines and delivering executive presentations to influence decision making)
• Drive various analyses that deliver data driven insights in a structured manner to promote business outcomes that drive efficiencies and accelerate our growth strategies
• Create executive presentations to deliver cohesive storylines and insights for the CFO, CAO, CMO, CRO, General Council, Senior Finance Staff and Senior Intuit Staff
• Work cross-functionally with senior technology leaders to anticipate and proactively manage resource needs and initiatives
• Collaborate cross-functionally 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 communications

Qualifications

• 10+ years of FP&A experience or equivalent tenure from related positions in highly dynamic finance roles (Global experience preferred, Corporate FP&A experience preferred)
• 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 and/or in a Corporate FP&A capacity)
• 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
• Grace under pressure with a good sense of humor and dose of humility
• Advanced Excel financial modeling, analytical and problem solving skills
• Degree in Finance, Accounting or Business Management, or equivalent work experience; MBA and/or CFA preferred

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: