Job Description

Staff Financial Analyst

At Intuit, our mission is to power prosperity around the world. Within that mission, Intuit Customer Success (ICS) plays a critical role in connecting millions of customers to the right mix of AI-driven experiences and human expertiseat exactly the moment they need it most.

The Staff Financial Analyst (SFA) plays a critical role in aligning strategic investments with business leaders, evaluating financial impact from operations initiatives, and building AI-enabled financial models to drive critical insights to enable effective decision making.

Responsibilities

You will partner across finance teams and cross-functional teams to ensure financial outcomes are tightly linked to operational drivers and decisions- enabling growth, efficiency, innovation, and insight across ICS. Examples of projects and responsibilities include:

Strategic & Financial Planning

• Partner with ICS Finance and ICS business teams to develop short- and long-term strategic and financial plans, identifying opportunities for investment and growth
• Build and refine AI-enabled financial models to evaluate business performance, unit economics, and ROI
• Partner with business teams to execute strategic plans via tight, agile loop of investing, testing, and learning to optimize capital allocation

FP&A Excellence

• Drive mid-month and month-end financial review across Finance, workforce management, product management, business operations, and analytics teams
• Own alignment on driver-based forecasts, risks/opportunities management, and facilitating timely escalation where needed to keep business target on track
• Leverage AI-first mindset and infrastructure to enhance accuracy, efficiency, and effectiveness across FP&A workflow

Business Partnership & Impact

• Serve as a trusted advisor to business partners, balancing financial discipline with business agility to drive delivery of results
• Translate complex financial data into clear, actionable insights and executive-level recommendations to enable timely business decisions
• Support leadership presentations and communication with key stakeholders across finance, operations, and product teams

Qualifications

• 8+ years of professional experience in consulting, investment banking, corporate finance, or data science in tech company
• Proficiency in Excel/Google Sheets; experiences in Python or SQL preferred
• A proactive self-starter who thrives in fast-paced, ambiguous environments. Collaborative team player with a growth mindset and intellectual curiosity
• Strong problem-solving skills combined with bias to action, with demonstrated ability to translate data into strategic insights and business results
• Excellent communication and presentation skills with experience conveying insights to senior audiences
• Bachelor degree in business or finance area required; advanced degree or certification such as MBA, CPA, or CFA preferred

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