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Lead Financial Analyst Corporate FP&A
Location(s): Mountain View, CaliforniaCompany Overview
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
Job Overview
Company Overview
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With more than 100 million customers worldwide using TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
Job Overview
The Corporate Financial Planning and Analysis (FP&A) team at Intuit is responsible for company-wide financial planning, forecasting, reporting and analysis. As the central planning group for the entire company, Corporate FP&A plays a unique and critical role in driving business decisions and optimizing financial outcomes. Corporate FP&A determines and communicates financial goals and targets to each of Intuit’s business segments, and then consolidates and monitors financial performance against those goals to ensure Intuit is reaching its objectives. The group is also charged with developing presentations to the CEO, the CFO and the Board of Directors regarding company financial performance.
Reporting to a Finance Manager, Corporate FP&A, the Lead Financial Analyst will join a team responsible for the overall financial processes and consolidation of key business results across Intuit. In addition, the Lead Financial Analyst will work on projects to develop strategic data driven insights and partner with key senior leaders to execute our vision of being the “champion of those who dare to dream”.
The Lead Financial analyst role offers significant exposure to leaders and partners across Intuit. The ideal candidate will be an inquisitive self-starter, with a deep understanding of financial theory, proven business acumen, strong analytical and modeling skills and hands-on FP&A experience.
Qualifications
- BS in Finance or Economics (MBA/CFA Preferred) or equivalent work experience
- 5-8+ years relevant experience in a highly dynamic finance role including but not limited to FP&A, Corporate Finance, investment banking, equity research or consulting
- Analytical orientation, willingness to pressure test assumptions, creativity in problem solving, and keen business judgment
- Well-rounded interpersonal skills with the capacity to build strong relationships and collaborate across multiple stakeholders at varying levels
- Excellent oral and written communication skills, along with the ability to summarize analytics at a higher level in a simple/digestible manner
- Highly motivated self-starter with desire to learn, excel and proactively lead projects.
- Ability to simultaneously manage several priorities, successfully manage ambiguity, adapt quickly as situations change and meet deadlines in high-growth environment
- Advanced Excel financial modeling skills. Proficiency in PowerPoint and Google Suite
- Experience with Hyperion Essbase, Qlikview and other Financial tools
Responsibilities
- Work with Intuit executives and Finance leaders as a strategic partner to deeply understand long-term business objectives and uncover opportunities to accelerate growth and drive efficiencies
- Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers
- Partner across FP&A to continuously improve processes and tools to drive scale
- Partner with cross-functional teams, including Finance, Strategy, Business Operations, Accounting and IT, to drive company-wide analyses and insights
- Provide analysis, insight and recommendations for ad hoc strategic, financial, analytical and M&A projects as required
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Bay Area California $140,000-189,500. This position will 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
"It’s important to always strive for improvement, even if you’re already in a good place."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Designing at Intuit feels special because we're not just making things to make things. We're tackling real, consequential financial problems voiced by small businesses, self-employed, and individuals around the world. I'm grateful to have such a worthy and motivating mission when I go to work – powering prosperity around the world."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"By feeding our customers' data through machine learning algorithms, we uncover valuable insights that empower millions of customers to feel more confident about their financial future."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"We use the latest Native frameworks for iOS and Android to deliver a truly delightful mobile-first experience for our customers. I love that we're enabling millions of customers to improve their financial health, all under a world-class mobile experience."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"It's a great feeling knowing that when you push out a new feature or fix, our customers notice it and really love the work that we do! Here at Intuit, not only do we have the freedom to work with the newest technologies, but we value solving challenging financial problems for our customers above everything else."
"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Hear from our employees
Conrad De Peuter
Senior Data Scientist - Machine Learning Futures Group
Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently. For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.
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