Staff Financial Analyst - Customer Success FP&A

Intuit, Inc.; Mountain View (CA); On-site; USD 154,000 - 209,000; Full time

Job summary

Intuit, Inc. is seeking a Staff Financial Analyst to join the FP&A team and align strategic investments with business leaders. You will build rigorous models and provide insights to drive growth and efficiency across a large tech organization.

You will partner across finance and cross-functional teams, own planning and reporting processes, automate analyses with AI-enabled tools, and translate complex data into executive recommendations to inform timely decisions.

Qualifications

• 8+ 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.
• 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 driver-based reporting frameworks that enable the finance rhythm of business including month end close, quarterly forecasting, annual planning, and long range planning.
• Improve planning and reporting rigor through automation and AI-enabled tools.
• Own the consolidated FP&A calendar and deliver accurate, timely financial submissions to broader Finance teams and other business partners.
• Facilitate month-end and quarterly financial review forums across Finance, Workforce Management, Operations, and Service Delivery.
• Translate complex financial data into clear, actionable insights and executive-level recommendations to enable timely business decisions.

Skills

Financial modeling

Data analysis

Cross-functional collaboration

Advanced Excel

Education

Bachelor's degree in business/finance

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 Staff 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 driver-based reporting frameworks that enable the finance rhythm of business including month end close, quarterly forecasting, annual planning, and long range planning

• Improve planning and reporting rigor through automation and AI-enabled tools

Business Partnership & Operations

• Own the consolidated FP&A calendar and deliver accurate, timely financial submissions to broader Finance teams and other business partners

• Facilitate month-end and quarterly financial review forums across Finance, Workforce Management, Operations, and Service Delivery

• Translate complex financial data into clear, actionable insights and executive-level recommendations to enable timely business decisions

Qualifications

• 8+ 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 $142,000 - $192,000
Mountain View, CA $154,000- $208,500