Staff Financial Analyst, TurboTax Core GTM

Intuit; San Diego (CA); On-site; USD 142,000 - 192,000; Full time

Job summary

Intuit is seeking a Staff Financial Analyst to partner with TurboTax Core GTM, leading financial planning, forecasting, and analysis of the marketing investment portfolio across paid and unpaid channels. You will build AI-enabled models for CAC, LTV, and payback, guiding channel-level and total-portfolio decisions with cross-functional teams.

You will drive in-season pacing, develop the annual Core GTM financial plan, and surface opportunities by understanding business drivers and market

Qualifications

• 7+ years in corporate finance, FP&A, strategy consulting, investment banking, or quantitative marketing finance functions.
• Experience in technology, consumer subscription, or consumer marketing is a plus.
• Proficiency in Excel/Google Sheets; SQL and/or Python preferred for working with large datasets.
• Experience with marketing finance concepts (CAC, LTV, ROAS, payback) is strong.
• Familiarity with AI model orchestration tools (Claude, ChatGPT) is a plus.

Responsibilities

• Serve as the finance partner to TurboTax Core GTM/Performance Marketing leadership, owning planning, forecasting, and analysis of the marketing portfolio across paid and unpaid channels.
• Build and refine AI-enabled models for CAC, LTV, LTV:CAC, payback period, and incremental spend.
• Partner with marketing, analytics, and data science to inform spend decisions using MMM, attribution, and holdout testing.

Skills

Financial modelling

Marketing finance

Excel/Sheets

SQL/Python

AI model orchestration

Customer analytics

Executive storytelling

Stakeholder management

Education

Bachelor's in business/economics

MBA/CPA/CFA preferred

Tools

SQL

Python

Excel/Google Sheets

Job description

Overview

Come join Intuit as a Staff Financial Analyst supporting TurboTax Core Go-To-Market (GTM)! Intuit’s Consumer Group (CG) combines the power of TurboTax and Credit Karma, providing tax preparation for individuals and businesses along with a marketplace of financial products. The Financial Planning & Analysis (FP&A) team plays a unique and critical role in driving business decisions and optimizing long‑range financial outcomes for CG. This role sits at the intersection of finance and marketing, partnering directly with TurboTax’s Core GTM (Performance Marketing) leaders to optimize one of the largest and most strategically important investment portfolios in the business. You will own the financial frameworks that govern how we deploy marketing spend across channels, measure return, and balance customer acquisition against long‑term customer value – all in a seasonally concentrated, highly competitive tax category. The ideal candidate combines rigorous financial modeling with a deep curiosity and expertise in marketing effectiveness, and is energized by turning ambiguous, fast‑moving spend decisions into clear, defensible recommendations.

Responsibilities

• Serve as the dedicated finance partner to TurboTax Core GTM / Performance Marketing leadership, owning the financial planning, forecasting, and analysis of the marketing investment portfolio across paid and unpaid channels
• Build and refine AI‑enabled models for customer acquisition cost (CAC), lifetime value (LTV), LTV:CAC, payback period, and marginal return on incremental spend to guide channel‑level and total‑portfolio allocation decisions
• Partner with marketing, analytics, and data science teams to inform spend decisions through marketing mix modeling (MMM), multi‑touch attribution, and incrementality/holdout testing – translating measurement into dollars‑and‑cents budget guidance
• Drive in‑season pacing and reallocation through a tight, agile loop of investing, testing, and learning, with particular attention to the seasonal dynamics and peak‑period intensity unique to the tax filing calendar
• Develop the annual strategic and financial plan for Core GTM, including channel‑level budgets, efficiency targets, and scenario analysis for varying market and competitive conditions
• Proactively identify spend optimization and growth‑acceleration opportunities by building a deep understanding of business drivers, ongoing performance, and external market dynamics, including competitive pressure from free and low‑cost filing alternatives
• Lead mid‑month and month‑end financial reviews; own driver‑based forecasts and risks/opportunities management, and facilitate timely escalation to keep targets on track
• Translate complex financial and marketing data into clear, actionable insights and executive‑level recommendations, creating narratives and presentations that drive alignment across finance, marketing, and senior leadership

Qualifications

• Strong financial acumen with the ability to quickly and accurately build, comprehend, and manipulate complex financial models; experience with marketing finance concepts strongly preferred
• (CAC, LTV, ROAS, payback, incrementality, MMM/attribution)
• 7+ years of experience in corporate finance, FP&A, strategy consulting, investment banking, or a quantitative marketing/growth finance function. Experience in technology, consumer subscription, or consumer marketing is a plus
• Proficiency in Excel/Google Sheets; experience with SQL and/or Python preferred for working directly with large datasets
• Proficiency in the orchestration of AI Models (Claude Code, Cursor, ChatGPT) in day‑to‑day work
• A customer‑first mindset and a strong understanding of customer behavior and unit economics
• A proactive, can‑do self‑starter comfortable working independently and with ambiguity in a fast‑paced, seasonal environment while managing multiple priorities simultaneously
• Ability to quickly synthesize qualitative and quantitative information, structure a concise and clear presentation of findings, and articulate recommendations to an executive audience
• Well‑rounded interpersonal skills with the ability to build relationships with senior stakeholders, collaborate across levels, and influence outcomes without direct authority
• Bachelor’s degree in business, finance, economics, or a related field required; advanced degree or certification such as MBA, CPA, or CFA preferred

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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:

The Expected Base Pay Range For This Position Is

San Diego $142,000 - $192,000