Senior Financial Analyst – Customer Success Strategic Finance

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.

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:

• 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

• 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

• 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

• 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

• 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

• 3–5 years of professional experience in consulting, investment banking, corporate finance, or data science in a tech company
• Proficiency in Excel/Google Sheets; experience 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.

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