Senior Financial Analyst

Intuit; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Cash bonus eligibility

Equity rewards

Job summary

Intuit is looking for a financial professional to join their FP&A team in Charlotte, NC. You will be responsible for leading financial reporting, forecasting, and planning activities that directly support business performance and growth. The role requires experience in consumer banking or neobanking and strong skills in financial modeling and data visualization tools. Intuit offers a competitive compensation package with potential bonuses and equity rewards based on experience and location.

Qualifications

• 4-7 years of experience in FP&A, strategic finance, investment banking, or analytics.
• Strong knowledge of neobanking unit economics and customer acquisition funnels.
• Ability to synthesize data and present findings clearly to stakeholders.

Responsibilities

• Lead financial reporting, forecasting, and planning activities.
• Build and maintain complex financial models for product evaluation.
• Analyze member behavior and key financial metrics.

Skills

FP&A experience

Financial analysis

Data visualization tools

Complex financial modeling

Business and financial acumen

Tools

GSuite

MS Office

Looker

Tableau

Job description

Overview

Intuit Credit Karma is a mission-driven company, focused on championing financial progress for our more than 140 million members globally. While we're best known for pioneering free credit scores, our members turn to us for everything related to their financial goals, including identity monitoring, applying for credit cards, shopping for insurance and loans (car, home and personal) and savings and checking accounts* – all for free. Credit Karma has grown significantly through the years: we now have more than 1,700 employees across our offices in Oakland, Charlotte, Culver City, San Diego, London, Bangalore, and New York City.

• Banking services provided by MVB Bank, Inc., Member FDIC

At Credit Karma Money, part of the broader Intuit Consumer Money business, we are building a full‑scale financial platform that champions financial progress for our 140M+ members. As part of our FP&A team, you’ll play a key role in driving financial insights, shaping strategy, and supporting the growth of our banking business. You’ll partner closely with cross‑functional teams to deliver clear, data‑driven recommendations that help us make better decisions, faster.

The ideal candidate has experience working on consumer banking, lending, and/or neobanking products. This is a highly visible role with the opportunity to influence strategy through rigorous analysis and a deep understanding of the business.

Responsibilities

• Lead financial reporting, forecasting, and planning activities to support business performance and long‑term strategy
• Build and maintain complex financial models to evaluate product launches, growth initiatives, cost saving initiatives and operational investments
• Analyze key trends and metrics across member behavior, funnel performance, cost structure, and unit economics
• Develop insights and recommendations that help shape product strategy and guide leadership decisions
• Partner closely with Product, Risk, Operations, Marketing, and Analytics teams to develop, understand and track their execution plans against goals
• Improve the accuracy and scalability of forecasting processes, dashboards, and key performance indicators
• Identify emerging risks and opportunities and articulate their impact to stakeholders
• Improve predictability of the business by continuously automating and scaling forecast processes and methodologies

Qualifications

• 4-7 years of experience in FP&A, strategic finance, investment banking, or analytics, ideally within a fintech, neobank, or consumer financial services environment
• Strong knowledge of GSuite, MS Office and Looker, Tableau or similar data visualization tools
• Strong business & financial acumen with understanding of neobanking unit economics, including customer acquisition funnels, cohort behavior, funding costs, and transaction and risk losses
• Proven ability to build complex financial models, including forecasting frameworks that incorporate member growth, churn, loss curves, and operational scale
• High attention to detail with strong judgment, an ownership mindset, and a commitment to accuracy in a rapidly evolving business
• Ability to synthesize data, structure a concise presentation of findings, and articulate recommendations to a range of stakeholders
• Ability to be resourceful and creative in problem solving when necessary to move projects forward tactically

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: