Principle Financial Analyst - Marketing & Communications

Intuit Inc.; Mountain View (CA); On-site; USD 195,000 - 264,000; Full time

Job summary

Intuit Inc. seeks a Senior Finance Leader of Investments FP&A in Mountain View to partner with senior leaders across Accelerating Functions.

You will lead strategic planning, forecasting and analysis for investments of approximately $1.5B+, and mentor junior staff while driving best practices in investment management. You will oversee cross-functional collaboration, create cohesive executive narratives, and influence resource allocation and growth initiatives aligned with Intuit’s strategic

Qualifications

• 10+ years of FP&A experience or equivalent in dynamic finance roles
• Deep experience deriving insights from analysis and presenting to executives
• Strong understanding of investment management and resource planning
• Experience leading strategic or business performance initiatives
• Self-starter with ability to manage projects with minimal supervision
• Proven ability to translate business results into concise leadership storytelling
• Ability to work independently in a cross-functional matrix
• Advanced Excel financial modeling and analytical skills
• MBA or CFA preferred

Responsibilities

• Consolidate Accelerating Functions results across ~10 Intuit Executives and deliver data-driven insights
• Lead 1- and 3-year strategic planning, resource planning, and investment prioritization
• Manage end-to-end budget processes and present to executives to influence decisions
• Conduct analyses delivering insights to improve efficiency and growth
• Create executive presentations for CFO, CAO, CMO, CRO and senior staff
• Collaborate with senior tech leaders to anticipate resource needs
• Drive strategic initiatives with cross-functional teams
• Provide financial leadership for technology investment strategies
• Lead design and improvement of financial and operating processes
• Communicate a clear case for change and build shared vision across the organization

Skills

FP&A

Investment management

Executive storytelling

Financial modeling

Strategic planning

Cross-functional partnering

Data analysis

Mentoring

Education

Finance/Accounting/Business degree

MBA

CFA

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 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

The expected base pay range for this position is:
Mountain View $194,500 - $263,500