Staff Financial Analyst, GBSG Ecosystem Lifecycle Marketing

Company OverviewIntuit is the global financial technology platform that powers prosperity for the people and communities we serve. With tens of millions of 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 OverviewCome join Intuit as part of the GBSG Finance team as a Financial Analyst partnering with QuickBooks Lifecycle Marketing. The Global Business Solutions Group (GBSG) is Intuit's largest business segment, serving millions of small and mid-market businesses through the QuickBooks platform — including accounting, payments, payroll, capital, and our mid-market offerings. GBSG Finance drives business growth and profitability through strategic, financial, and operational leadership.This role sits where the product and the customer meet. Much of how QuickBooks acquires, converts, and expands customers now happens inside the product itself — through in-product offers, trial and onboarding flows, upgrade prompts, and attach motions across the portfolio. Your job is to bring financial rigor to those investments: understanding what each lifecycle motion actually returns, where incremental dollars and engineering effort should go, and how those decisions roll up into the plan we commit to.You will collaborate with Data Science, Analytics, Marketing Operations, and Product to optimize in-product customer acquisition, upsell, and attach across the QuickBooks portfolio. This is a highly matrixed environment — you will not own the spend, but you will own the economics and the point of view, and your influence will come from the quality of your analysis and your ability to bring functional partners to a shared answer.ResponsibilitiesAnnual operating plan and forecasting:Own the annual operating plan submission for the Ecosystem Lifecycle Marketing Marketing portfolio, driving the build in close collaboration with functional partners including Marketing VPs, Analytics, and Business OperationsLead quarterly forecast and current estimate cycles, owning driver-based assumptions, risk and opportunity management, and timely escalation to keep targets on trackPartner with GBSG Strategic Planning and FP&A to connect lifecycle marketing assumptions to segment-level subscriber, revenue, and margin commitmentsBuild the reporting and dashboards that give Marketing and Finance leadership a shared, trusted view of performance against planIn-product acquisition and growth economics:Optimize marketing investment across in-product customer acquisition strategies — trial conversion, onboarding and activation, in-product offers and upgrade paths, and lifecycle messagingCollaborate with Product, Marketing, and Analytics partners on upsell traction from in-product promotions, connecting observed conversion and attach behavior to forecasted revenue and retention outcomesIngest and monitor the KPIs and leading indicators that matter for lifecycle performance: activation, conversion, retention and churn, attach rate, ARPC, expansion revenue, and paybackModeling and insight:Build financial models that quantify the return on lifecycle and in-product investments and support prioritization across competing initiativesBuild executive presentations that carry a cohesive storyline for GBSG and Intuit senior leadershipImprove the predictability of the business by automating and scaling forecast and reporting processes; apply an AI-first mindset to enhance the accuracy, speed, and reach of core FP&A workflowsQualifications5+ years of professional experience in corporate finance/FP&A, strategic finance, investment banking, strategy consulting, or a comparable analytical function; experience in a technology, SaaS, or subscription business strongly preferredWorking fluency in subscription and funnel economics — conversion, activation, retention and churn, attach and cross-sell, LTV, CAC, payback, ARPCAdvanced financial modeling skills in Excel/Google Sheets, with demonstrated ability to build cohort, funnel, and unit economics views that connect analysis to decisionsComfort partnering with Data Science and Analytics teams; familiarity with experimentation and A/B testing concepts and how to read them financiallyExperience with enterprise planning and BI tools — Oracle EPM/Hyperion Essbase, Anaplan, Tableau or Looker; SQL strongly preferredDemonstrated ability to operate in a highly matrixed organization and drive alignment across functional partners without direct authorityExcellent communication and influencing skills, with a track record of partnering effectively with senior non-finance leadersA proactive self-starter who thrives in fast-paced, ambiguous environments; resourceful and creative in problem solving to move work forwardSharp attention to detail with high standards for accuracy; strong project management and collaboration skillsExperience supporting Marketing or Product Marketing preferred, but not requiredBachelor's degree in Finance, Accounting, Economics, or Business required; MBA, CPA, or CFA preferredIntuit 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: Mountain View $154,000 - $208,500