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Staff 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.

The Global Business Solutions Group (“GBSG”) is Intuit’s largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking. The US GBSG Finance team is critical in driving business growth and profitability through strategic, financial and operational leadership.

Come join Intuit as part of the Ecosystem Services Finance team as a Finance Leader (internal title will be Lead Financial Analyst) partnering with the Workforce Solutions business segment. You will help us work towards our vision and solve the wide range of problems small businesses face as they try to survive and grow. You’ll be challenged to think bolder, move faster, and have a big impact.

What you'll bring

  • Undergrad in Finance, Accounting or Business Management or equivalent work experience; Masters in Finance a plus
  • 6 - 8 years FP&A experience or equivalent tenure from related positions in corporate finance, investment banking, private equity, or analytics
  • 4+ years of experience with financial forecasting or analytic modeling
  • Enjoy operating in an extremely fast-paced, entrepreneurial environment
  • Proven track record of translating business results into an insightful & consumable story for leadership teams, ideally in high-growth software / SaaS environments
  • Excellent verbal and written communication skills with proven ability to partner with all levels of the organization, influence stakeholders using data and collaborate in an inclusive culture
  • Detail-oriented with strong analytical, problem solving, and financial modeling skills
  • Self-starter with a desire to quickly learn and excel; willing and able to initiate, manage, and execute projects with minimal supervision
  • Grace under pressure with a good sense of humor and dose of humility
  • Advanced Excel and PowerPoint skills; experience with Hyperion Essbase preferred
  • Experience with a Human Capital Management business a plus

How you will lead

  • Strategic planning : Be a trusted advisor to the QuickBooks Workforce Solutions leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise.
  • Operational excellence:  Partner with the Product, Marketing and Analytics partners to develop and monitor key performance indicators to drive insights and decision making in order to achieve our strategic and financial plans.
  • Modeling : Work with business partners and finance colleagues to create financial models to analyze complex business scenarios that drive and inform our go-to-market strategy (e.g. promotion, pricing, new sales channel opportunities, product development priorities).
  • Financial reporting : Prepare financial reporting deliverables (month-end close package, variance explanations, etc) to enable transparency into the business’s performance and drivers. Liaise with the Corporate Accounting team and cross-functional business partners to ensure correct accounting treatment of business activities.
  • 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 Bay Area California $146,500-198,500. 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.

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Average salary estimate

$172500 / YEARLY (est.)
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$146500K
$198500K

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What You Should Know About Staff Financial Analyst, Intuit

Join Intuit as a Staff Financial Analyst and become a pivotal member of our Ecosystem Services Finance Team! We're a global technology platform dedicated to helping consumers and small businesses tackle their biggest financial challenges. With over 100 million customers relying on us, your role will be crucial in driving business growth and profitability for our Global Business Solutions Group, which generates more than $8 billion in revenue. As a Staff Financial Analyst, you will partner with the Workforce Solutions business segment to develop strategic and financial plans while managing complex financial models that inform our go-to-market strategies. Your experience in financial forecasting or analytic modeling will be invaluable as you help our leadership craft insightful stories from data to guide crucial investment decisions. We’re looking for someone with a strong background in finance or business management, who thrives in a fast-paced, entrepreneurial environment. With a focus on operational excellence, you will analyze key performance indicators and contribute to process improvements, ensuring we remain at the forefront of innovation in financial solutions. If you are analytical, detail-oriented, and have excellent communication skills, this opportunity at Intuit is just for you. Let’s work together to make financial success a reality for millions!

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

As a Staff Financial Analyst at Intuit, your responsibilities will include strategic planning, operational excellence, financial modeling, financial reporting, and process improvement. You will be a trusted advisor to leadership, guiding them in developing short- and long-term strategic plans. Additionally, you'll partner with various departments to monitor key performance indicators and drive decision-making processes.

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What qualifications are required for the Staff Financial Analyst position at Intuit?

To qualify for the Staff Financial Analyst position at Intuit, you’ll need an undergraduate degree in finance, accounting, or business management. Ideally, you will have 6 to 8 years of experience in FP&A or related roles, along with strong financial forecasting and analytical modeling skills. A Master’s in Finance is a plus, and familiarity with financial software like Hyperion Essbase can give you an edge.

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What skills should I have to succeed as a Staff Financial Analyst at Intuit?

Success as a Staff Financial Analyst at Intuit depends on several key skills. You should possess exceptional analytical skills, attention to detail, and strong problem-solving abilities. Communication skills are vital, as you'll need to present financial data clearly. Experience in high-growth environments and advanced proficiency in Excel and PowerPoint will also boost your effectiveness in this role.

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How does Intuit support career growth for Staff Financial Analysts?

At Intuit, we believe in fostering an environment that supports continuous learning and career growth. As a Staff Financial Analyst, you'll have access to mentorship programs and various training opportunities to refine your skills and expand your industry knowledge. We also emphasize a culture where employees can take on challenging projects that contribute to their professional development.

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

The expected salary range for a Staff Financial Analyst at Intuit in the Bay Area is between $146,500 and $198,500, depending on your level of experience and expertise. In addition to competitive pay, you'll be eligible for cash bonuses, equity rewards, and a comprehensive benefits package that reinforces our commitment to employee success.

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Common Interview Questions for Staff Financial Analyst
Can you describe your experience with financial forecasting?

When responding to a question about financial forecasting, focus on specific examples where your forecasting accurately predicted financial outcomes. Discuss the methods you used and how your forecasts contributed to strategic business decisions.

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How do you develop financial models to support business strategies?

Highlight your approach to developing financial models by discussing the types of scenarios you analyze, the data sources you rely on, and your collaboration with different departments to ensure your models align with business goals.

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What key performance indicators do you consider essential for financial analysis?

In your response, list key performance indicators relevant to the Staff Financial Analyst role, such as revenue growth, profit margins, and customer acquisition costs. Explain why tracking these metrics is crucial for informed business decisions.

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How do you handle tight deadlines and pressure in a financial role?

Share an example of a time when you successfully met a tight deadline by prioritizing tasks and managing your time effectively. Emphasize your ability to remain calm under pressure and produce quality work in such situations.

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What techniques do you use for effective data visualization?

Discuss your familiarity with visualization tools and techniques in your answer. Illustrate how you transform complex data into easy-to-understand visual formats to convey your financial insights to stakeholders effectively.

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Describe a financial analysis project you've led. What was the outcome?

Provide a brief overview of a significant financial analysis project you've led. Explain the goals, your role, and the impact of the analysis on business decisions or performance improvements.

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How do you ensure accuracy in your financial reporting?

In your answer, describe your attention to detail and systematic approach to cross-referencing data. Mention any review processes or tools you implement to enhance the accuracy of your financial reports.

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Can you share an experience where you had to collaborate with cross-functional teams?

Share a specific instance where teamwork was crucial in achieving financial goals. Explain how you communicated with different departments and the results of that collaboration.

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What role does technology play in your financial analysis?

Discuss the various tools and technologies you use to enhance financial analysis. Emphasize how technology streamlines processes, improves accuracy, and enables better reporting and forecasting capabilities.

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Why do you want to work as a Staff Financial Analyst at Intuit?

Convey your enthusiasm for Intuit's mission and values. Discuss why you believe your skills align with the company’s goals, and express your desire to contribute meaningfully to driving growth and innovation in financial solutions.

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