Senior Financial Analyst

Intuit; Fishers (IN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit in Fishers, Indiana, is seeking a Senior FP&A Analyst to lead financial reporting, analytics, and planning for the Insurance vertical. You will partner with the GM and leadership to deliver forecasts and analyses that inform strategic decisions and optimize performance.

The role emphasizes building complex models, testing hypotheses on new products, pricing, and investments, and enabling scalable forecast processes through automation while communicating clearly to non-financial

Qualifications

• 4+ years of work experience, including minimum 2 years in investment banking, strategic finance or strategy consulting.
• Strong knowledge of GSuite, MS-Office and Looker/Tableau data visualization products.
• Strong business & financial acumen with understanding of marketplace business models, TAM sizing and cohort analysis.
• 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.
• Strong project management and collaboration skills.
• Sharp attention to detail with high standards for accuracy.

Responsibilities

• Lead all quarterly, annual and long-range financial planning processes
• Perform revenue investigation and analyze funnel metrics to understand historical trends and business drivers
• Build complex financial models and analyses to draw insights and make recommendations
• Develop hypotheses, pressure test assumptions and forecast outputs related to new product launches, pricing changes and investments
• Drive market and competitive benchmarking analyses to contextualize performance and guide decisions that accelerate our long-term growth
• Work closely with cross-functional teams to develop, understand and track their execution plans against goals
• Design metrics and leading indicators of business performance
• Identify and quantify opportunities/risks to the business
• Improve predictability of the business by continuously automating and scaling forecast processes and methodologies

Skills

Financial analysis

Forecasting

Data visualization

Presentation

Cross-functional collaboration

Attention to detail

Tools

GSuite

MS Office

Looker/Tableau

Job description

Overview

As Senior FP&A Analyst, you’ll lead financial reporting, analytics, and planning capabilities for one of our key revenue verticals, Insurance. You will operate as a financial and thought partner to the General Manager and leadership team of the vertical. You will enable the team to deliver on financial and strategic objectives through developing complex forecasts and analyses that will inform business decisions. You should have a high sense of ownership, a natural interest in continuously improving the way the business is viewed and a strong ability to communicate with non-financially minded peers.

Responsibilities

• Lead all quarterly, annual and long-range financial planning processes
• Perform revenue investigation and analyze funnel metrics to understand historical trends and business drivers
• Build complex financial models and analyses to draw insights and make recommendations
• Develop hypotheses, pressure test assumptions and forecast outputs related to new product launches, pricing changes and investments
• Drive market and competitive benchmarking analyses to contextualize performance and guide decisions that accelerate our long-term growth
• Work closely with cross-functional teams to develop, understand and track their execution plans against goals
• Design metrics and leading indicators of business performance
• Identify and quantify opportunities/risks to the business
• Improve predictability of the business by continuously automating and scaling forecast processes and methodologies

Qualifications

• 4+ years of work experience, including minimum 2 years in investment banking, strategic finance or strategy consulting
• Strong knowledge of GSuite, MS-Office and Looker/Tableau data visualization products
• Strong business & financial acumen with understanding of marketplace business models, TAM sizing and cohort analysis
• 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
• Strong project management and collaboration skills
• Sharp attention to detail with high standards for accuracy

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.