Intuit · 7 hours ago
Senior Financial Analyst – Customer Success Finance & Workforce Management
San Diego, CA
Full-time
Onsite
Mid, Senior Level
3+ years expIntuit is the global financial technology platform that powers prosperity for the people and communities we serve. The Senior Financial Analyst will play a critical role in enabling financial rigor and operational alignment across the Customer Success organization, partnering with various teams to drive financial and strategic initiatives that support growth and efficiency.
AccountingFinancial ServicesFinTechPaaSSoftware
Responsibilities
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
Translate workforce, volume, productivity, and capacity drivers into financial outcomes to support forecasting, planning, and decision-making
Support short- and long-term financial planning by evaluating scenarios, trade-offs, and investment implications tied to operational levers
Own driver-based reporting frameworks that enable: Month-end close reconciliation, Full Year vs. Prior Year analysis, Lock-over-lock change tracking and variance explanations
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
Own end-to-end timeline, dependency, and deliverable management across ICS Finance and Workforce Management
Act as the coordination hub to ensure milestones, inputs, and outputs are clearly defined and delivered on time
Identify execution risks early and proactively drive resolution through structured problem-solving and stakeholder engagement
Qualification
Required
3–5 years of professional experience in consulting, investment banking, corporate finance, or similar analytical fields
Strong analytical and problem-solving skills, with demonstrated ability to translate data into strategic insights
Proficiency in Excel/Google Sheets and familiarity with tools such as Tableau, SQL, or Hyperion Essbase a plus
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, intellectual curiosity, and sense of humor
Preferred
Exposure to Product Management or Program Management, particularly in cross-functional or matrixed organizations
Experience working with Workforce Management, Customer Success, or Service Delivery teams
Advanced degree or certification such as MBA, CPA, or CFA
Benefits
Competitive compensation package
Cash bonus
Equity rewards
Benefits
Company
Intuit
Intuit provides financial software solutions to empower individuals and businesses.
10001+ employees
H1B Sponsorship
Intuit has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (693)
2024 (550)
2023 (586)
2022 (842)
2021 (773)
2020 (514)
Funding
Current Stage
Public CompanyTotal Funding
$8.52BKey Investors
JP Morgan Chase
2025-01-31Post Ipo Debt· $4.5B
2023-09-12Post Ipo Debt· $4B
2011-01-19Post Ipo Equity· $6.7M
Leadership Team
Sasan Goodarzi
Chief Executive Officer
Alex Balazs
Chief Technology Officer
Recent News
2026-01-22
2026-01-22
Company data provided by crunchbase