Senior Financial Analyst - Customer Success

Intuit; Mountain View (CA); On-site; USD 127,000 - 172,000; Full time

Job summary

Intuit in Mountain View, CA is seeking a Senior Financial Analyst to align strategic investments with business leaders, build rigorous financial models, and drive better decision-making across a large, fast-changing organization.

You will partner across finance and cross-functional teams to ensure financial outcomes are tightly linked to operational drivers, own headcount planning, and drive automation with AI-enabled tools for more accurate planning and insights.

Qualifications

• 4+ years in consulting, investment banking, corporate finance, or data science in tech
• Proficiency in Excel/Google Sheets; Python or SQL preferred
• A proactive self-starter who thrives in fast-paced environments
• Strong problem-solving with ability to translate data into strategic insights
• Excellent communication and presentation skills with senior audiences
• Bachelor's in business or finance; MBA/CPA/CFA preferred

Responsibilities

• Partner with finance and cross-functional teams on strategic and financial plans
• Build financial models to evaluate performance, ROI, and scenarios
• Own headcount planning and translate strategy into costs
• Drive mid-month and month-end reviews and improve reporting rigor
• Translate complex financial data into clear executive insights
• Support leadership presentations and cross-team communication

Skills

Excel/Google Sheets

Python/SQL

Analytical thinking

Communication skills

Growth mindset

Education

Bachelor's degree in business or finance

MBA/CPA/CFA preferred

Job description

Overview

At Intuit, our mission is to power prosperity around the world. Intuit Customer Success (ICS) plays a critical role in that mission, connecting millions of customers to the right mix of AI-driven experiences and human expertise.

At Intuit, our mission is to power prosperity around the world. Intuit Customer Success (ICS) plays a critical role in that mission, connecting millions of customers to the right mix of AI-driven experiences and human expertise.

The Senior Financial Analyst plays a critical role in aligning strategic investments with business leaders, evaluating the financial impact of operational decisions, and building rigorous financial models that drive better decision-making across a large, complex, and fast-changing organization. This role is a strong fit for someone who wants to build broad FP&A muscle and strategic judgment.

Responsibilities

You will partner across finance and cross-functional teams to ensure financial outcomes are tightly linked to operational drivers and decisions, enabling growth, efficiency, and better insight across the business. Examples of projects and responsibilities include:

Strategic & Financial Planning

• Partner with business and finance leaders on short and long-term strategic and financial plans, surfacing investment and efficiency opportunities
• Build financial models to evaluate business performance, unit economics, ROI, and scenario outcomes
• Translate ambiguous business questions into structured analyses and clear recommendations

FP&A Excellence

• Drive mid-month and month-end financial review across teams, identifying and quantifying key variance drivers
• Own headcount planning, including baseline, forecast, variance to plan and translating strategy into headcount and cost implications
• Improve planning and reporting rigor through automation and AI-enabled tools

Business Partnership & Impact

• Serve as a trusted advisor to business partners, balancing financial discipline with business agility to drive delivery of results
• Translate complex financial data into clear, actionable insights and executive-level recommendations to enable timely business decisions
• Support leadership presentations and communication with key stakeholders across finance, operations, and product teams

Qualifications

• 4+ years of professional experience in consulting, investment banking, corporate finance, or data science in tech company
• Proficiency in Excel/Google Sheets; experiences in Python or SQL preferred
• A proactive self-starter who thrives in fast-paced, ambiguous environments. Collaborative team player with a growth mindset and intellectual curiosity
• Strong problem-solving skills combined with bias to action, with demonstrated ability to translate data into strategic insights and business results
• Excellent communication and presentation skills with experience conveying insights to senior audiences
• Bachelor degree in business or finance area required; advanced degree or certification such as MBA, CPA, 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

Mountain View $127,000 - $172,000

San Diego, CA $120,000- $162,500