Financial Analyst, TurboTax Business Model

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 Turbo Tax, Credit Karma, Quick Books, 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.

Come join Intuit as a Staff Financial Analyst supporting Turbo Tax Business Model!

Intuit’s Consumer Group (CG) combines the power of Turbo Tax and Credit Karma, providing tax preparation for individuals and businesses along with a marketplace of financial products. The Financial Planning & Analysis (FP&A) team plays a unique and critical role in driving business decisions and optimizing long-range financial outcomes for CG.

This role sits at the intersection of finance and marketing, partnering directly with Commercialization and Product leaders to optimize our shopping/onboarding, products, pricing, and revenue diversification for our core tax business — all in a seasonally concentrated, highly competitive tax category. The ideal candidate combines rigorous financial modeling with a deep curiosity about customer value, and is energized by turning ambiguous, fast-moving product decisions into clear, defensible recommendations.

Responsibilities

• Serve as the dedicated finance partner to Commercialization to Product leadership, owning the financial planning, forecasting, and analysis of our shopping/onboarding and business model decisions
• Partner with marketing, product, analytics, and data science teams to inform SKU and onboarding decisions, along with driving strategies to tie together our Consumer ecosystem
• Develop the annual strategic and financial plan for onboarding and SKU lineup, including SKU level targets, and scenario analysis for varying market and competitive conditions
• Proactively identify spend optimization and growth-acceleration opportunities by building a deep understanding of business drivers, ongoing performance, and external market dynamics, including competitive pressure from free and low-cost filing alternatives
• Lead mid-month and month-end financial reviews; own driver-based forecasts and risks/opportunities management, and facilitate timely escalation to keep targets on track
• Translate complex financial and marketing data into clear, actionable insights and executive-level recommendations, creating narratives and presentations that drive alignment across finance, marketing, and senior leadership

Qualifications

• Strong financial acumen with the ability to quickly and accurately build, comprehend, and manipulate complex financial models
• 7+ years of experience in corporate finance, FP&A, strategy consulting, investment banking, or a quantitative marketing/growth finance function. Experience in technology, consumer subscription, or consumer marketing is a plus
• Proficiency in Excel/Google Sheets; experience with SQL and/or Python preferred for working directly with large datasets
• Proficiency in the orchestration of AI Models (Claude Code, Cursor, ChatGPT) in day-to-day work
• A customer-first mindset and a strong understanding of customer behavior and unit economics
• A proactive, can-do self-starter comfortable working independently and with ambiguity in a fast-paced, seasonal environment while managing multiple priorities simultaneously
• Ability to quickly synthesize qualitative and quantitative information, structure a concise and clear presentation of findings, and articulate recommendations to an executive audience
• Well-rounded interpersonal skills with the ability to build relationships with senior stakeholders, collaborate across levels, and influence outcomes without direct…