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Intuit

Tax, accounting, and personal-finance software

Staff Financial Analyst - Customer Success FP&A

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • At least 8 years of professional experience in consulting, investment banking, corporate finance, or data science at a technology company.
  • Proficiency in Excel or Google Sheets.
  • A bachelor's degree in business or a finance area is required.
  • Demonstrated ability to translate data into strategic insights and business results.
  • Excellent communication and presentation skills, including experience conveying insights to senior audiences.

Responsibilities

  • Partner with business and finance leaders on short- and long-term strategic and financial plans, surfacing investment and efficiency opportunities.
  • Build financial models to evaluate business performance, unit economics, return on investment, and scenario outcomes.
  • Translate ambiguous business questions into structured analyses and clear recommendations.
  • Drive mid-month and month-end financial reviews across teams, identifying and quantifying key variance drivers.
  • Own driver-based reporting frameworks supporting month-end close, quarterly forecasting, annual planning, and long-range planning.
  • Improve planning and reporting rigor through automation and artificial-intelligence-enabled tools.
  • Own the consolidated FP&A calendar and deliver accurate, timely financial submissions to broader Finance teams and other business partners.
  • Facilitate month-end and quarterly financial review forums across Finance, Workforce Management, Operations, and Service Delivery.
  • Translate complex financial data into clear, actionable insights and executive-level recommendations to enable timely business decisions.

Desired Qualifications

  • Experience with Python or SQL.
  • An advanced degree or certification such as an MBA, Certified Public Accountant credential, or Chartered Financial Analyst designation.
  • A proactive, self-starting approach in fast-paced, ambiguous environments; collaboration, a growth mindset, and intellectual curiosity.
  • Strong problem-solving skills and a bias toward action.

About the Company

Intuit

Tax, accounting, and personal-finance software

Intuit provides financial technology tools for consumers and small businesses. Its main products are TurboTax for tax preparation, QuickBooks for accounting, and Mint for personal finance management. These tools typically operate on a subscription basis or behind transaction fees, with features that help users file taxes, track income and expenses, and manage budget and goals. The software ecosystem is designed to connect tax, accounting, and personal finance in one place, improving workflows for individuals, freelancers, and small business owners. Security is a priority, with measures like multi-factor authentication and anti-fraud protections to protect user data. Intuit’s goal is to help people achieve financial well-being by educating users and delivering easy-to-use, reliable financial software across different needs and customer segments.

Company size
10,001+
Company stage
IPO
Headquarters
Mountain View, CA
Founded
1983

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