Staff Financial Analyst: Product Engagement & Lifecycle Strategy

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

Benefits offered by this job

Bonus potential

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a Senior FP&A professional in Oakland to drive financial insights, forecasting, and strategic planning for core engagement metrics like DAU/MAU and retention.

You will partner with Data Science, Analytics, Engineering, and Revenue teams to model metrics, refine data definitions, and scale lifecycle reporting while aligning with business strategy and profitability goals. You will develop ML-driven forecasts and cohort-based models to quantify long-term value, optimize

Qualifications

• Experience building forecasting frameworks with cohort retention and activation logic.
• Experience with ML-driven models (e.g., churn propensity, LTV) for forecasting.
• Ability to explore data and present insights that drive business impact.

Responsibilities

• Own financial reporting, forecasting, and planning for core engagement metrics (DAU, MAU, retention).
• Partner with Data Science, Analytics, Engineering, and Revenue teams to refine data models and metric definitions.
• Optimize balance between user engagement and monetization to drive financial growth.
• Develop real-time ML-driven forecasts from granular user behaviors to improve long-range planning.
• Create and track cohort-based models to quantify long-term value of retention improvements.
• Build models to evaluate ROI of retention initiatives and campaigns.
• Serve as AI adoption champion to automate and scale reporting across Finance.
• Write and run SQL queries, ensuring data validation and data integrity.
• Analyze trends in member funnels and unit economics to inform leadership decisions.
• Act as financial truth-source for Product, Marketing, Analytics teams and influence stakeholders.

Skills

SQL

Forecasting

Data analysis

ML forecasting tools

Tools

Databricks

Qlik

Looker

Tableau

Power BI

Jupyter

Job description

As part of our FP&A team, you will play a key role in driving financial insights, shaping strategy, and supporting the long-term health of our platform. You will partner closely with cross-functional teams to deliver clear, data-driven recommendations that help drive high-impact retention and member activation.

This high-visibility Finance role is designed for a technically strong professional who excels at bridging financial modeling with hands-on data exploration to uncover strategic insights. Positioned at the intersection of Finance and Data, you will blend FP&A rigor with analytics to directly influence lifecycle strategy and drive member engagement.

Responsibilities

What you will do:

• Own the financial reporting, forecasting, and planning for core engagement metrics (DAU, MAU, and retention cohorts) to ensure business stability and predictability

• Partner with Data Science, Analytics, Engineering, and Revenue teams to refine data models, metric definitions, and the scalability of lifecycle reporting

• Optimize the balance between user engagement and platform monetization, ensuring that product health translates into sustainable financial growth

• Develop real-time ML-driven forecasts based on granular user behaviors and propensity models to increase the precision of long-range planning

• Develop and track complex cohort-based models to identify opportunities in the member journey and quantify the long-term value of improved retention

• Build and maintain complex models to evaluate the ROI of retention initiatives, member reactivation campaigns, and product features designed to deepen user habituation

• Serve as an AI adoption champion across the Finance organization, identifying opportunities to leverage new tools to automate and scale reporting

• Write and execute your own SQL queries, owning data validation, metric definitions, and the integrity of underlying datasets

• Analyze trends across member funnels and unit economics, translating granular data into high-level strategic insights for senior leaders

• Act as the financial source of truth for Product, Marketing, and Analytics teams, ensuring alignment on key metrics and roadmap decisions, while proactively collaborating across functions and influencing stakeholders without direct authority to drive data-informed outcomes

• Improve the accuracy of forecasting by identifying emerging risks/opportunities in member behavior and building scalable, automated data workflows

What we would like to see:

• Experience building forecasting frameworks that incorporate cohort-based retention, churn logic, and activation velocity

• Experience in leveraging ML-driven models (e.g., churn propensity, LTV predictions) to inform forecasting and lifecycle strategy

• A proven ability to dive into a dataset out of pure curiosity, but the discipline to only present the insights that actually drive business impact

• High proficiency in SQL, GSuite/Excel, and data tools (Databricks, Qlik, Looker, Tableau, Power BI)

• Experience with advanced AI forecasting tools (e.g., Cursor, Jupyter)

• Ability to synthesize data, structure a concise presentation of findings, and articulate recommendations to a range of stakeholders

• Ability to be resourceful and creative in problem solving when necessary to move projects forward tactically

Qualifications

• 7+ years of experience in FP&A, strategic finance, investment banking, or product analytics, ideally within a tech company; for candidates with Data Science backgrounds, a proven track record of applying those skills to solve Finance and Monetization problems is required
• You should be comfortable independently navigating complex SQL schemas and using data to answer open-ended business questions without predefined reporting
• You take pride in the integrity of your models and the accuracy of your outputs

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:
Oakland $154,000 - $208,500