Senior Financial Analyst – Customer Success Strategic Finance

Company Overview

Job Overview

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 expertise—at exactly the moment they need it most.

As part of the Finance, Planning & Analysis (FP&A) organization within ICS, the Senior Financial Analyst (SFA) plays a critical role in driving financial rigor and operational alignment with our Workforce Management team, as well as building AI-enabled analytics infrastructure to help define the future FP&A workflow with our Data Science team.

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 operational insight across ICS. Examples of projects and responsibilities include:

Strategic & Financial Planning

• Partner with ICS Finance and Workforce Management teams to develop short- and long-term strategic and financial plans, identifying opportunities for investment and growth
• Build and refine financial models to evaluate business performance, unit economics, and ROI
• Partner with business teams to drive strategic initiatives to improve overall workforce performance

Reporting, Close & Financial Governance

• Own driver-based reporting frameworks that enable month-end close reconciliation and variance analysis
• Ensure strong linkage between operational drivers and financial results, with clear documentation of assumptions and changes
• Act as a finance point-of-contact for explaining results, trends, and variances to cross-functional stakeholders

Operational Excellence & Cross-Functional Leadership

• Facilitate mid-month and month-end financial review forums across Finance, Workforce Management, Operations, and Service Delivery
• Drive alignment on forecasts, assumptions, risks, and mitigation actions, ensuring timely escalation where needed
• Leverage a continuous improvement mindset to enhance modeling accuracy, reporting efficiency, and process scalability
  
  

Business Partnership & Insights

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

AI-enabled FP&A infrastructure

• Partner with data science team to build AI-enabled data infrastructure and FP&A workflow agents to reduce manual work and increase productivity for entire finance team
• Leverage the AI-enabled infrastructure to improve risk and opportunities management
• Drive change management with finance team on adopting the AI-enabled infrastructure to scale benefits to entire ICS finance area

Qualifications

• 3–5 years of professional experience in consulting, investment banking, corporate finance, or data science in tech company
• Proficiency in Excel/Google Sheets; experiences in Python and Tableau required; familiarity with SQL or Hyperion Essbase a plus
• Strong analytical and problem-solving skills, with demonstrated ability to translate data into strategic insights
• Excellent communication and presentation skills with experience conveying insights to senior audiences
• A proactive self-starter who thrives in fast-paced, ambiguous environments. Collaborative team player with a growth mindset and intellectual curiosity
• Bachelor degree in business or finance area required; advanced degree or certification such as MBA, CPA, or CFA preferred

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is:

Southern California: 111,500.00 - 151,000.00