Staff Financial Analyst, Technology Ecosystem

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

Job summary

Intuit in Mountain View seeks a Finance Leader of Technology Investments FP&A to partner with Technology leaders to drive forecasting, planning and analysis across the technology portfolio. You will mentor junior team members and promote best practices in investment management within Finance.

You will oversee end-to-end budget management, lead headcount forecasting with HR and business leaders, and deliver data-driven insights to shape strategic decisions that support Intuit's growth.

Qualifications

• 8+ years of FP&A experience or equivalent tenure in dynamic finance roles.
• Strong ability to derive insights and present to senior executives.
• Deep understanding of investment management and resource planning, preferably in tech.

Responsibilities

• End-to-end budget management for Technology executives with concise storytelling for executives.
• Lead forecasting, resource planning, and financial management for Technology investments.
• Lead Technology headcount forecasting with cross-functional teams including HR and Business Leaders.
• Collaborate cross-functionally on strategic initiatives with senior leaders and finance teams.

Skills

FP&A experience

Executive presentations

Investment management

Excel modeling

Cross-functional partner

Strategic initiatives

Education

MBA preferred

Tools

Excel

Job description

Overview

The Technology Ecosystem Finance team is seeking a highly skilled and motivated Finance Leader of Technology Investments FP&A. This leader will partner with the senior leaders across Technology team to lead forecasting, planning and analysis. In addition, this leader will partner with a broad set of cross-functional teams across the organization to drive strategic initiatives, resource allocation and investment decisions for the technology team. As a leader on the team, this person will act as a mentor to junior team members and drive best practices in Investment management to the broader Finance team.

Overview

The Technology Ecosystem Finance team is seeking a highly skilled and motivated Finance Leader of Technology Investments FP&A. This leader will partner with the senior leaders across Technology team to lead forecasting, planning and analysis. In addition, this leader will partner with a broad set of cross-functional teams across the organization to drive strategic initiatives, resource allocation and investment decisions for the technology team. As a leader on the team, this person will act as a mentor to junior team members and drive best practices in Investment management to the broader Finance team.

The Technology Ecosystem team oversees technology investments of ~$3B across Intuit. The team is responsible for forecasting, planning and analysis of Technology spend across the company. In addition, we develop data driven insights and partner with key business leaders to execute our vision of being the "champion of those who dare to dream". We also assist senior leaders (CTO staff members) in developing our 1 and 3-year strategic plans that ultimately manifest themselves in our financial commitments.

We are looking for creative problem solvers with a passion for innovation to join our team and revolutionize the way the world does business.

Responsibilities

• Finance leader accountable for end-to-end budget management for key Technology executives (including budget analysis, distilling insights into concise story lines and delivering executive presentations to influence decision making)
• Lead forecasting, resource planning, and financial management for Technology investments
• Lead Technology headcount forecasting across Intuit in partnership with cross-functional teams including business leaders, Finance, HR and Talent Acquisition
• Work cross-functionally with senior technology leaders to anticipate and proactively manage resource needs and initiatives
• Drive various analyses that deliver data driven insights in a structured manner to promote business outcomes that accelerate our growth trajectory
• Collaborate cross-functionally on strategic initiatives with senior business leaders and finance teams to deliver on critical business outcomes
• Be a thought partner to senior business leaders with a focus on driving change and providing financial leadership as we execute our Technology investment strategies
• Lead teams to design, continuously improve, and implement new financial and operational processes to ensure we meet our financial commitments
• Lead ongoing change in an evolving organization by articulating a clear case for change and then gaining shared vision with employees through effective, frequent and timely communication

Qualifications

• 8+ years of FP&A experience or equivalent tenure from related positions in highly dynamic finance roles
• Deep experience with deriving insights from analysis, formulating those insights into concise story lines and delivering presentations to senior executives to influence decision making
• Strong understanding of investment management and resource planning (preferably in a technology company)
• Additional experience leading strategic or business performance initiatives and/or organizational change initiatives as a part of prior responsibilities
• Self-starter with a desire to quickly learn and excel; willing and able to initiate, manage, and execute projects with minimal supervision
• Trusted business partner who delivers operational excellence by understanding the needs of the business and identifying opportunities to improve financial results
• Strong understanding of translating business results into an insightful and consumable story for leadership teams (e.g. dashboards, presentations, etc.)
• Solutions oriented, with a track record of identifying and implementing creative solutions.
• Ability to work independently, deal with ambiguity, operate in a cross-functional matrixed organization, and meet deadlines in a high-growth environment focused on driving business results
• Grace under pressure with a good sense of humor and dose of humility
• Advanced Excel financial modeling, analytical and problem solving skills
• Degree in Finance, Accounting or Business Management, or equivalent work experience; MBA 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

Mountain View $154,000 - $208,500