Staff Financial Analyst - Sales, Global Business Solutions Group

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

Job summary

Intuit is seeking a Staff Financial Analyst within the US Sales FP&A function to own forecasting and FP&A for the SBSEG sales budget. The role partners with Sales leadership to drive growth, profitability, and data-driven decision making in a fast-paced software environment.

The ideal candidate has 6–8 years in FP&A, strong modeling skills, and advanced Excel/PowerPoint capabilities, with the ability to translate complex data into strategic insights for senior leadership.

Qualifications

• 6–8 years FP&A experience or equivalent tenure.
• 4+ years of forecasting or analytic modeling.
• Advanced Excel and PowerPoint skills.
• Excellent verbal and written communication with leadership.
• Experience translating business results into a concise leadership story.

Responsibilities

• Lead quarterly/monthly close, forecast and reporting for the US Sales budget.
• Provide monthly/quarterly financial reporting, analysis and key metrics.
• Partner with Sales, Sales Leaders, Sales Ops, Marketing, Accounting and Finance to translate strategies to financial outcomes.
• Communicate effectively with senior leaders within the Sales Organization.
• Develop 1- and 3-year financial plans for the Sales Org including headcount and program expenses.
• Drive analyses delivering data-driven insights to accelerate growth.

Skills

Communication skills

Financial modeling

Forecasting

Analytical thinking

Education

Bachelor's in Finance/Accounting/Business

Master's in Finance (plus)

Tools

Excel

PowerPoint

Job description

Overview

Intuit is a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

The Global Business Solutions Group ("GBSG") is Intuit’s largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking. The US GBSG Finance team is critical in driving business growth and profitability through strategic, financial and operational leadership.

Come join Intuit as part of the Sales Finance team as a Finance Leader (internal title will be Staff Financial Analyst). The person will be responsible for all forecasting and FP&A activities for the entire US Sales budget for the SBSEG organization, and closely partner and support Sales leadership. You'll be challenged to think bolder, move faster, and have a big impact.

Responsibilities

• Quarterly / Monthly Close, Forecast and Reporting - Guide and drive the Sales financial close and forecast process - Provide monthly and quarterly financial reporting, analysis and key metrics that enable business decision making - Incorporate best practices and create a more streamlined, methodical and data-driven approach to forecasting, and drive a more efficient close process
• Partner effectively with cross-functional teams, including Sales, Sales leaders, Sales Marketing, Sales Operations, Accounting and Finance to translate business strategies and objectives to financial outcomes
• Communicate effectively both verbal and written with senior leaders within the Sales Organization
• Develop 1- and 3-year financial plans for the Sales Org – including headcount and program expenses
• Drive various analyses that deliver data driven insights in a coherent and structured manner to promote business outcomes that accelerate our growth trajectory
• Lead initiatives to mitigate strategic and financial risks including close partnership with cross functional and business unit leaders to ensure successful implementation of business strategies
• Process improvement: Drive efficiencies and continuous improvement by streamlining, standardizing and automating processes and reporting requirements

Qualifications

• Undergrad in Finance, Accounting or Business Management or equivalent work experience. Masters in Finance a plus
• 6 - 8 years FP&A experience or equivalent tenure from related positions in corporate finance, investment banking, private equity, or analytics
• 4+ years of experience with financial forecasting or analytic modeling
• Enjoy operating in an extremely fast-paced, entrepreneurial environment
• Advanced knowledge and understanding of large, complex budgets and funding practices
• Proven track record of translating business results into an insightful & consumable story for leadership teams, ideally in high-growth software / SaaS environments
• Excellent verbal and written communication skills with proven ability to partner with all levels of the organization, influence stakeholders using data and collaborate in an inclusive culture
• Detail-oriented with strong analytical, problem solving, and financial modeling skills
• Self-starter with a desire to quickly learn and excel; willing and able to initiate, manage, and execute projects with minimal supervision
• Grace under pressure with a good sense of humor and dose of humility
• Advanced Excel and PowerPoint skills

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

Mountain View $154,000 - $208,500