Lead Financial Analyst

    • Intuit
  • Mountain View, CA
  • Posted 12 days ago | Updated 1 hour ago

Overview

On Site
Full Time

Skills

FP&A
Research
Financial technology
Business management
Corporate finance
Investment banking
Private equity
Financial forecast
Attention to detail
Problem solving
Financial modeling
Essbase
Strategic planning
Decision-making
Leadership
Finance
QuickBooks
MailChimp
Accounting
Payments
Payroll
Banking
Forecasting
Reporting
IMPACT
Creativity
Innovation
Analytics
Analytical skill
Modeling
SaaS
Communication
Data
Collaboration
Microsoft Excel
Management
Supervision
Dashboard

Job Details

Company Overview

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

Job Overview

The Small Business & Self Employed Group ("SBSEG") 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. Specifically, the SBSEG Ecosystem Services FP&A team leads forecasting, analysis and reporting for the Payments, Payroll, Capital Lending and Banking offerings.

Come join Intuit as part of the Ecosystem Services Finance team as a Finance Leader (internal title will be Lead Financial Analyst) supporting the Money and Workforce Solutions portfolios of services. The Finance Leader role will be responsible for a variety of financial activities across various segments including building and owning key financial models, performing research & analysis and reporting that aid in the tracking and delivery of our strategic and financial commitments.

As part of the team, 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. We're looking for a creative problem solver with a passion for innovation and good process.

Qualifications

  • 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 banking or fintech business a plus


Responsibilities

  • Build and own robust financial models for several core product offerings
  • Partner cross functionally for our 1 and 3-year strategic planning and forecast processes
  • Assist in monthly and quarterly close processes
  • Thoughtfully lay out dashboards and reporting to drive executive insights and decision making in support of our strategic and financial plans
  • Drive various analyses that deliver data driven insights in a structured manner to promote business outcomes that accelerate our growth trajectory
  • Build and own relationships; be a trusted advisor to cross functional partner teams leveraging data backed analysis and exhibiting strong business judgment.