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Senior Financial Analyst

Overview

Intuit is a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

 

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 CG Finance team is critical in driving business growth and profitability through strategic, financial, and operational leadership.

 

Come join Intuit as part of the CG Finance team as a Sr. Financial Analyst partnering with the TurboTax, CreditKarma, and QuickBooks Capital businesses.

What you'll bring

You are a thought leader with strong analytical and modeling skills and a deep understanding of SaaS. You also have demonstrable experience in acting as a business partner, supporting and challenging non-finance stakeholders. As this role involves constant interaction with senior non-finance stakeholders across the business, you need the confidence and emotional intelligence to communicate at all levels effectively. The ideal candidate has worked in the tech industry and enjoys operating in an extremely fast-paced, entrepreneurial environment.

  • 3-5 years of Finance experience or equivalent tenure from related positions
  • Experience in FP&A, management consulting, investment banking or similar roles
  • Ability to influence all levels of leadership to drive actions, behaviors, decisions, and business outcomes
  • Advanced Proficiency in Microsoft Excel to analyze complex business scenarios by building/improving financial models. Programming knowledge is required (SQL).
  • Demonstrated excellent strategic thought leadership skills, as well as strong financial and analytical skills.
  • Highly motivated, self-starter with the ability to work independently in a fast-paced environment, simultaneously manage several priorities, and challenge the status quo to lead change and operational improvements.
  • Highly motivated individual with the desire to work on ambiguous projects and the ability to break down complex ideas into understandable and actionable messages.
  • Attention to detail and ability to synthesize large volumes of data into insightful recommendations to the executive leadership team
  • Strong written and oral communication skills with experience in presenting to business partners with confidence, conviction, and credibility
  • Experience with SaaS/Cloud Computing business models a plus; MBA a plus

How you will lead

  • Data-driven: Drive various analyses that deliver data-driven insights in a coherent and structured manner to promote decision making and business outcomes that accelerate our growth trajectory.
  • Strategic planning: Be a trusted advisor to the TurboTax / CreditKarma & QuickBooks Capital leadership team to develop and refine our long-term strategic plans, proactively highlighting risk and opportunities related to business growth and driving optimal investment decisions through data-driven insights and business modeling expertise.
  • Operational excellence: Partner with the Product, Analytics, and Marketing partners to develop and monitor key performance indicators to drive insights and decision-making to achieve our strategic and financial plans.
  • Modeling: Work with partners to create financial models to analyze complex business scenarios that drive and inform our go-to-market strategy
  • Process improvement: Drive efficiencies and continuous improvement by streamlining, standardizing, and automating processes and reporting requirements.

 

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Southern California $111,500-151,000. 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.

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Average salary estimate

$131250 / YEARLY (est.)
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$111500K
$151000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Financial Analyst, Intuit

If you're a savvy financial thinker looking to make a real impact, Intuit has the perfect opportunity for you as a Senior Financial Analyst in sunny San Diego County, CA. At Intuit, we’re more than just a global technology platform; we're a passionate team striving to empower consumers and small businesses to navigate their financial challenges effortlessly. As part of our Consumer Group Finance Team, you'll play a pivotal role in driving business growth and profitability by partnering with major brands like TurboTax, Credit Karma, and QuickBooks Capital. Your keen analytical skills will allow you to dive deep into complex financial models, while your experience in FP&A, consulting, or banking will set you apart as a trusted advisor. Collaborating with diverse stakeholders is a critical part of this role, hence you'll need to possess excellent communication and emotional intelligence. We want a self-starter who can thrive in a fast-paced environment, always keen on finding innovative recommendations for leadership. Your day-to-day will involve strategic planning, operational excellence, and process improvement—ensuring that we continuously refine our long-term goals to stay ahead in this dynamic industry. Plus, enjoy a competitive compensation package that rewards your performance, with the expected salary range here in Southern California being $111,500 to $151,000. If you're ready to step into a role where your insights will shape the future of financial services, we can't wait to meet you!

Frequently Asked Questions (FAQs) for Senior Financial Analyst Role at Intuit
What are the primary responsibilities of a Senior Financial Analyst at Intuit?

As a Senior Financial Analyst at Intuit, your responsibilities will encompass various analytical tasks, strategic planning, and operational excellence. You'll partner with TurboTax, Credit Karma, and QuickBooks Capital to provide data-driven insights that steer decision-making. The role requires financial modeling, creating KPIs, and collaborating with non-financial stakeholders to enhance business outcomes.

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What qualifications are needed for the Senior Financial Analyst position at Intuit?

Ideal candidates for the Senior Financial Analyst role at Intuit should possess 3-5 years of finance experience or equivalent roles in FP&A, consulting, or investment banking. Advanced proficiency in Microsoft Excel and programming knowledge (SQL) are essential, coupled with excellent strategic thought leadership and communication skills to convey complex ideas effectively.

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What kind of work environment can a Senior Financial Analyst expect at Intuit?

At Intuit, a Senior Financial Analyst will thrive in a fast-paced, innovative environment that challenges the status quo. With a culture that encourages self-starters and collaboration across departments, you'll face dynamic challenges daily, enabling you to contribute significantly to the company's growth and operational improvements.

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How does Intuit support the development of Senior Financial Analysts?

Intuit is committed to the professional growth of its employees, including Senior Financial Analysts, through continuous training, mentorship programs, and opportunities to work on high-impact projects. The company believes in promoting from within, giving you ample room to advance your career while honing your financial skills in the tech industry.

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What is the expected salary range for the Senior Financial Analyst at Intuit?

The expected salary range for the Senior Financial Analyst position at Intuit in Southern California is between $111,500 and $151,000, with additional rewards based on performance. This competitive compensation package also includes bonus opportunities and equity rewards, ensuring that your contributions are recognized and valued.

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Common Interview Questions for Senior Financial Analyst
Can you describe your experience with financial modeling as a Senior Financial Analyst?

When answering this question, highlight specific projects where you created or improved financial models. Explain the challenges you faced, such as complex data sets, and how your modeling influenced business decisions. Providing quantifiable results, such as increased efficiency or better forecasting accuracy, will strengthen your response.

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How do you approach strategic planning in the role of a Senior Financial Analyst?

In your answer, emphasize your analytical approach to strategic planning. Discuss how you assess market trends and internal performance metrics to provide insights. It’s beneficial to mention specific examples where you have advised stakeholders on strategic decisions, and how those recommendations helped shape company strategy.

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What experience do you have working with non-finance stakeholders?

Focus on instances where you collaborated with marketing or product teams to drive financial decisions. Describe how you communicated complex financial information in an understandable way, and how you built relationships and trust among peers who may not have a finance background.

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How do you prioritize multiple urgent projects as a Senior Financial Analyst?

When addressing this, discuss your time management and organizational strategies, such as using productivity tools or prioritizing tasks based on impact. Share a real scenario where you successfully managed competing deadlines, highlighting the outcomes of your prioritization.

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Can you give an example of a significant financial insight you provided in your previous roles?

Choose a compelling example where your analysis led to actionable insights. Detail the analysis process, the stakeholders involved, and the consequences of your recommendations to show the impact you can have as a Senior Financial Analyst.

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What role does emotional intelligence play in your work?

Discuss how emotional intelligence helps you navigate team dynamics and manage stakeholder relationships. By providing an example of how you resolved a conflict or facilitated communication among different teams, you can demonstrate your interpersonal skills.

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How do you stay updated with the latest trends in finance and technology?

Mention specific resources you utilize, such as industry publications, webinars, or networking groups. Highlighting your commitment to continuous learning and professional development is crucial, as it shows your proactive approach to staying relevant in fast-evolving fields.

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What software or tools do you consider essential for a Senior Financial Analyst?

Speak about the tools you are proficient in, like Excel, SQL, or any financial modeling software. Discussing your experiences with these tools, including specific functions or applications you've used, will showcase your technical expertise.

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What techniques do you use to analyze complex financial data?

Outline your analytical techniques, such as trend analysis, variance analysis, or financial forecasting. Providing an example where you utilized these techniques to derive insights and make recommendations will validate your analytical capabilities.

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How would you handle presenting financial findings to a non-financial audience?

In your response, emphasize the importance of simplification and clarity. Describe how you would tailor your presentation to ensure understanding, using visuals or analogies, and your strategy for engaging the audience to encourage questions.

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DATE POSTED
April 11, 2025

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