Senior Financial Analyst - Customer Success

Intuit Inc.; San Diego (CA); On-site; USD 120,000 - 163,000; Full time

Job summary

Intuit Inc. in San Diego seeks a Senior Financial Analyst to align strategic investments with business leaders, build rigorous financial models, and drive decision-making across a large, fast-changing organization.

This role emphasizes strategic planning and FP&A excellence, partnering with business units to deliver results. Applicants should have 4+ years in finance or data roles, with strong Excel/Google Sheets skills and experience in Python or SQL.

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

Responsibilities

• 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
• 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
• 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

Skills

Excel/Google Sheets

Python

SQL

Data-driven decision making

Communication skills

Strategic thinking

Education

Bachelor's degree in business or finance

MBA or CFA desirable

Tools

Python

SQL

Job description

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

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.

Mountain View $127,000 - $172,000

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