Staff Financial Analyst, Intuit Customer Success
Intuit Inc
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. The Staff Financial Analyst (SFA) plays a critical role in aligning strategic investments with business leaders, evaluating financial impact from operations initiatives, and building AI-enabled financial models to drive critical insights to enable effective decision making. 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 insight across ICs. Examples of projects and responsibilities include: Strategic & Financial Planning Partner with ICFinance and IC business teams to develop short- and long-term strategic and financial plans, identifying opportunities for investment and growth Build and refine AI-enabled financial models to evaluate business performance, unit economics, and ROI Partner with business teams to execute strategic plans via tight, agile loop of investing, testing, and learning to optimize capital allocation FP&A Excellence Drive mid-month and month-end financial review across Finance, workforce management, product management, business operations, and analytics teams Own alignment on driver-based forecasts, risks/opportunities management, and facilitating timely escalation where needed to keep business target on track Leverage AI-first mindset and infrastructure to enhance accuracy, efficiency, and effectiveness across FP&A workflow Business Partnership & Impact Serve as a trusted advisor to business partners, balancing financial discipline with business agility to drive delivery of results Translate complex financial data into clear, actionable insights and executive-level recommendations to enable timely business decisions Support leadership presentations and communication with key stakeholders across finance, operations, and product teams Qualifications 8+ 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 or SQL preferred A proactive self-starter who thrives in fast-paced, ambiguous environments. Collaborative team player with a growth mindset and intellectual curiosity Strong problem-solving skills combined with bias to action, with demonstrated ability to translate data into strategic insights and business results Excellent communication and presentation skills with experience conveying insights to senior audiences 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. 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: #J-18808-Ljbffr Intuit
$142k - $192k
Overview Come join Intuit as a Staff Financial Analyst supporting TurboTax Core Go-To-Market (GTM)! Intuit’s Consumer Group (CG) combines the power... ...marketing spend across channels, measure return, and balance customer acquisition against long‑term customer value - all in a...Suggested- A leading financial software company seeks a Staff Financial Analyst in San Diego, CA. The candidate will partner with finance and business teams to develop strategic... ...performance-oriented culture with competitive compensation and potential bonuses. #J-18808-Ljbffr Intuit Inc.Suggested
$139.57k - $159.6k
...synthesizes ambiguous or conflicting requirements and performs the complex responsibility of preparing monthly, quarterly, and yearly financial schedules, reviews and business updates to general manager of business and variance analyses. Supports consolidating, loading and...SuggestedWork at officeRemote work- A leading financial technology company in San Diego is looking for a Staff Financial Analyst to drive strategic planning and financial performance. The role focuses on building... ...compensation package, including potential bonuses and equity rewards. #J-18808-Ljbffr IntuitSuggested
$96k - $106k
...collaboratively every day. With customers in 40 countries, we have... ...for a Senior Billing & Revenue Analyst to join our Finance team. This... .... Partner with Customer Success and Support teams to resolve... ...inform customer decisions or financial reporting, and escalate edge...SuggestedContract workRemote workWork from homeFlexible hours- Intuit is seeking a Senior Manager for the Money Customer Success team in San Diego. This role involves leading a team of Customer Success Managers and developing... ...relationships, and strong knowledge of Intuit’s financial products. Competitive compensation and a rewarding...
$90.5k - $122.5k
Overview Consumer Group ("CG") serves 40M+ customers through our TurboTax Online and Desktop... ...can confidently file their taxes. The Financial Planning and Analysis (FP&A) team at Consumer... ...and other Finance teams across Intuit where necessary to manage expense flows....Local area- Intuit Inc. is seeking a Staff Financial Analyst to partner with TurboTax Core GTM and lead the financial planning, forecasting, and analysis of marketing investments across paid and unpaid channels. You will build AI-enabled models for CAC, LTV, and ROAS, drive in-season...
$27 - $41 per hour
...where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments,... ...outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized...Temporary workWork experience placementImmediate start$193k - $261k
..., a pivotal role within our Accountant Customer Success organization. This leader will own the... ...including High Value Partner (HVP) firms, Intuit Enterprise Suite (IES) customers, and... ...experience in accounting, tax, bookkeeping, or financial services is a strong advantage....- AIO Business Solutions in La Mesa, CA, is looking for a detail-oriented Staff Accountant. You will manage transactional accounting, oversee vendor relationships, and provide insightful financial analysis to aid client growth. With a strong focus on client confidentiality...
- Lohman & Associates, Inc. is seeking a motivated Staff Accountant to join our expanding team in San Diego, CA. This role involves various responsibilities related to client daily operations and financial reporting. The ideal candidate will have a Bachelor's degree in Accounting...
$80k - $150k
...programs and projects. The position requires an active TS clearance. Successful candidates will have excellent communication, quantitative,... ..., investment, banking, insurance, securities, and other financial operations within a branch, office, or department of an organization...Full timeContract workTemporary workWork at officeFlexible hours- ...opportunities in a purpose-driven environment. Job Summary The Financial Analyst supports the fiscal health of behavioral health programs by... ...accurate responses. Respond to fiscal questions from program staff, Executive Management and contracting agency personnel. Develop...Contract workWork at office
- ...Executes all responsibilities with professionalism and in accordance with the organization’s internal policies, as well as regulatory, financial, and ethical standards. Education Bachelor's degree in Statistics, Mathematics, Risk Management, or other related quantitative...Immediate startWork from homeFlexible hours
$75k - $95k
...Aya Healthcare, winner of multiple Top Workplace awards! The Financial Analyst will be responsible for providing insightful financial... ...all else. Our team members are responsible for incomparable customer experience and we know that happy employees are critical to...Work at officeLocal area3 days per week- ...Advantech GSE Inc. is looking for a Financial Analyst to join their San Diego team. This role will support the NAVWAR Fleet Readiness Directorate... ...-award contract for critical NAVWAR programming tasks. The successful candidate will have significant experience in financial...Contract work
- ...Program Finance Analyst General Atomics Aeronautical Systems, Inc... ...centers to monitor overall financial performance and for use in annual... ...cost control activities are successfully implemented and maintained.... ...financial support Prepares customer cost and schedule reports...Contract workRemote workFlexible hours
- ...the Board, and investors understand portfolio performance. The Analyst / Senior Analyst will transform leasing, occupancy, and development... ..., or a related field Experience or exposure to corporate financial analysis, reporting, or accounting required Understanding of real...
- ...even cost and product flows. Analyzes material, labor and overhead cost trends. Performs general accounting duties and oversight of financial preparation. Performs inventory tracking to ensure proper valuation and accuracy of inventories. Interfaces with senior management...
$98k - $112.7k
...opportunity to join our transformative team. Position Title Senior Financial Analyst, Strategic Finance & Analysis Position Summary As the Senior... ...of Directors, Finance Committee, executive team and senior staff, and perform complex financial analyses on tight deadlines....Work experience placementRemote workFlexible hours1 day per week$82.9k - $138.1k
...Meet The Team: The Sr Financial Analyst will serve as a key contributor to executive decision... ...increase reporting efficiency What Makes You Successful Strong proficiency in Microsoft Excel... ...committed to our employees, customers, and the communities we serve Travel Required...Work at officeHome officeFlexible hours$80k - $90k
...Ascent is a leading provider of innovative financial products and student support services... ...education and achieve academic and economic success. Everything Ascent offers is designed... ...for the past 3 years. The Financial Analyst (FP&A) is a full‑time position reporting...Full timeWork at officeWork from home- ...Financial Analyst / Investigative Auditor General Atomics (GA), and its affiliated companies, is one of the world’s leading resources for... ...knowledge of Microsoft products (Office, SharePoint, etc.). Must be customer focused and possess the ability to identify issues and...For contractorsWork at officeLocal areaRemote work
- ...Professional Search Group (PSG) is partnering with an innovative and growing organization to identify a Senior Financial Analyst . This is a highly visible role supporting executive leadership and helping drive strategic business decisions across the organization. If you...
- ...This position joins an important and key part of the Hologic finance organization that provides financial analysis and decision support to the Diagnostics division and management teams. Responsibilities include all necessary financial models, forecasting, reporting, business...Work at office
- ...utilizing the model output Model performance of our portfolio of property assessed clean energy (PACE) bonds using Excel and proprietary financial reporting systems. Develop financial models related to various property-assessed clean energy (PACE) programs that meet specific...Work at officeRemote work
$80k - $90k
...Solvere is seeking a Financial Analyst II to join our team. Responsibilities Performance of the work and shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract. The Analyst shall be available between the...Contract workTemporary workFor contractorsWork experience placementMonday to Friday- ...industry Supportive colleagues and management who invest in your growth Scope Of Responsibilities Support preparation of complex monthly financial reports using standardized processes and templates; provide strategic insights that inform leadership decisions. Monitor and...Permanent employmentContract workLocal area
$71.25k - $76.5k
...your future with us! About the Role The Financial Analyst - Portfolio Management plays a key role... ...associates are a key ingredient to our success, and we're proud to reflect that in our... ...and respectfully to ensure exceptional customer service; and follow all federal, state,...Minimum wageWork experience placementLocal areaFlexible hours
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