Senior Financial Analyst - Customer Success FP&A

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a Senior Financial Analyst to align strategic investments with business leaders and build rigorous financial models. You will partner across finance and operations to evaluate performance, surface ROI, and influence decisions in a fast-growing environment.

The role emphasizes FP&A excellence, headcount planning, and automation via AI-enabled tools. Senior-level communication with executives is essential.

Qualifications

• 4+ years of professional experience in related finance or analytics roles
• Proficiency in Excel/Google Sheets; Python or SQL preferred
• Strong communication and presentation skills to senior audiences
• Bachelor degree in business or finance; MBA/CPA/CFA preferred

Responsibilities

• Partner with business and finance leaders on strategic and financial plans
• Build financial models to evaluate performance, ROI, and scenarios
• Translate ambiguous questions into structured analyses and clear recommendations
• Drive mid-month and month-end reviews across teams and identify variance drivers
• Own headcount planning and translate strategy into cost implications
• Support leadership presentations and executive-level insights

Skills

Financial modeling

Data analysis

Executive communication

Problem solving

Collaboration

Growth mindset

Education

Bachelor in business or finance

MBA/CPA/CFA preferred

Tools

Excel

Google Sheets

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.

The expected base pay range for this position is:
San Diego $120,000 - $162,500
Mountain View, CA $127,000- $172,000