Senior Financial Analyst

Intuit; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Intuit is seeking a Senior FP&A Analyst to lead financial reporting, analytics, and planning for the Insurance vertical. You will partner with the General Manager and leadership to develop complex forecasts and analyses to inform strategic decisions.

The role requires ownership, ongoing improvement of how the business is viewed, and clear communication with non-financial peers. Responsibilities include driving quarterly, annual and long-range planning, conducting revenue analysis, building

Qualifications

• 4+ years of work experience in finance or related field, with senior exposure.
• Experience translating data into actionable business insights for leadership.
• Ability to synthesize data and present findings concisely to stakeholders.
• Strong problem-solving skills and attention to detail under tight timelines.
• Experience with forecasting, planning and analytical modeling in fast-paced environments.

Responsibilities

• Lead quarterly, annual and long-range financial planning processes.
• Perform revenue analysis and investigate funnel metrics for drivers of growth.
• Build complex financial models to draw insights and recommendations.
• Test hypotheses and forecast outputs for new products, pricing and investments.
• Drive market benchmarking to contextualize performance and guide growth decisions.
• Collaborate with cross-functional teams to track execution against goals.
• Design metrics and leading indicators for business performance.
• Identify opportunities and risks, improve forecast reliability and automation.

Skills

Financial analysis

Forecasting

Presentation skills

Stakeholder communication

Tools

Looker

Tableau

GSuite

MS Office

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.