Staff Business Data Analyst – Network Headcount/Resource Planning (Consumer Group)

Intuit; San Diego (CA); On-site; USD 151,000 - 204,000; Full time

Job summary

Intuit is seeking a Staff Business Data Analyst on the Modern Ops Expert Planning team in San Diego. You will shape optimized headcount and capacity plans for the Consumer Group, balancing customer experience, employee experience, and cost efficiency.

You’ll align with Director+ stakeholders, drive KPI frameworks, and standardize planning processes across products and channels. You will also lead cross-functional partnerships, leverage AI/GenAI and BI tools for forecasting, and mentor junior

Qualifications

• 5+ years in capacity planning, workforce management, or labor modeling.
• 3+ years in program or project management with cross-functional delivery.
• Advanced Excel and SQL; working knowledge of Redshift, Spark, Tableau, Qlik.
• Demonstrated ability to define KPI frameworks and model capacity scenarios.
• Strong storytelling and communication across stakeholders.
• Experience mentoring or developing junior analysts preferred.

Responsibilities

• Define and own optimized headcount, hiring, and capacity planning frameworks across Consumer Group (TurboTax / TurboTax Live).
• Lead capacity risk identification and mitigation across multiple initiatives and dependencies.
• Develop KPI frameworks; standardize metrics, reporting, and decision infrastructure.
• Partner with internal tech teams to implement planning tools, data enhancements, automation.
• Lead operational impact assessments for product and channel launches; integrate into long-term capacity plans.
• Build and maintain end-to-end resource and delivery plans with cross-functional teams.
• Operate AI/GenAI and BI tools to solve planning outcomes.
• Lead process and reporting standardization and document the end-to-end scaling vision.
• Mentor junior analysts on technical execution, storytelling, and stakeholder influence.

Skills

Excel

SQL

Big data tools

BI platforms

KPI frameworks

Storytelling

Mentoring

Cross-functional lead

Tools

Redshift

Spark

Tableau

Qlik

Job description

The Staff Business Data Analyst on Intuit's Modern Ops Expert Planning team plays a critical role in shaping how we deliver world‑class customer experiences at scale. This role leads the development and standardization of optimized network plans across Intuit's Consumer Group (CG) operations — the TurboTax and TurboTax Live tax business, setting the analytical foundation that balances customer experience, employee experience, and cost efficiency. It drives cross‑functional alignment on capacity planning assumptions, defines the KPI frameworks and success criteria that anchor strategic decisions for new product and channel rollouts, and ensures operational readiness through rigorous analysis, forecasting, and process standardization. Operating at the intersection of data, delivery, and strategy, this role partners closely with and influences Director+ stakeholders across Product, Service Delivery, Partner Management, Talent Acquisition, and Finance, and actively mentors junior analysts to raise the bar on team capability.

Responsibilities

• Define and own optimized headcount, hiring, and capacity planning frameworks at the IG level, balancing service levels, employee experience, and cost outcomes across Consumer Group (TurboTax / TurboTax Live) tax operations — and provide thought partnership to Director+ business leaders on how best to harness available data in support of critical planning needs
• Lead capacity risk identification and mitigation across multiple concurrent initiatives, proactively surfacing roadblocks, managing cross‑functional dependencies, and driving stakeholders toward resolution
• Develop KPI frameworks and success criteria that set the planning standard, contributing toward VP‑level goals; define and standardize metrics, reporting, and decision‑making infrastructure across the organization
• Partner with and influence internal technology teams to implement new planning tools, data enhancements, and automation capabilities — with a scale mindset toward solutions others can adopt
• Lead operational impact assessments for consumer tax product, skill, and channel launches; integrate new initiatives into long‑term capacity plans and present findings to senior stakeholders for sign‑off
• Build and maintain E2E resource and delivery plans in collaboration with cross‑functional teams across Demand Planning, Topology, Service Delivery, Partner Management, Talent Acquisition, and Finance; align on staffing strategies grounded in historical trend analysis and forward‑looking demand forecasts
• Operate AI/GenAI and BI tools to solve for initiative‑level planning outcomes
• Lead process and reporting standardization efforts; identify and document the E2E vision for scaling solutions with a clear view of tradeoffs
• Mentor junior analysts on technical execution, storytelling, and stakeholder influence — actively contributing to team growth and analytical capability

Qualifications

• 5+ years of experience in capacity planning, workforce management, or labor modeling, with demonstrated ownership of complex, multi‑stakeholder initiatives
• 3+ years of program or project management experience, including leading cross‑functional delivery in ambiguous environments
• Advanced proficiency with Excel and SQL; working knowledge of big data tools (e.g., Redshift, Spark) and BI platforms (e.g., Tableau, Qlik)
• Demonstrated ability to define KPI frameworks, model complex capacity scenarios, and translate findings into clear recommendations for Director+ and senior leaders
• Strong storytelling and communication skills with proven ability to drive alignment and influence decisions across competing priorities and stakeholder groups
• Track record of building scalable analytical frameworks, tools, or processes adopted beyond the immediate team
• Experience mentoring or developing junior analysts 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 $151,000 - $204,000