Lead Financial Analyst - Data Consolidation and Visualizationtion
Intuit
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Location(s): Mountain View, CaliforniaCompany 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 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 Overview
Intuit’s Small Business and Self-Employed Group (SBSEG) Finance team drives business growth and profitability through strategic, financial, and operational leadership within the QuickBooks business segment. Our team is composed of finance, data, and strategy professionals who support and enhance Intuit's operating effectiveness, and we’re looking for a Lead Analyst to join the team to expand our business intelligence capabilities. We work in a highly collaborative environment providing financial leadership through planning, insights, and analysis across all functions – Marketing, Product, Customer Care, for example – while working closely with other finance and accounting teams. In this role the lead analyst will be responsible for data consolidation and process efficiency for SBSEG Finance’s Strategic Planning team, partnering across SBSEG and Intuit’s Corporate Finance organizations to ensure the accuracy and scalability of our data.
You are a financial analyst with strong analytical and business intelligence skills. You have demonstrable experience coordinating data consolidation processes, summarizing and visualizing data for Finance and non-Finance audiences. You’ve demonstrated a strong grasp of business context and use that context to drive data process improvements and inform how data is used to enable leadership decision making. As this role involves constant interaction with stakeholders across the Intuit Finance organization, you need the confidence and emotional intelligence to effectively communicate at all levels while understanding the priorities of partner organizations. The ideal candidate has worked in the tech industry and enjoys operating in an extremely fast-paced, collaborative, and entrepreneurial environment.
Qualifications
- 4 - 8 years of experience within FP&A or analytics functions, or the equivalent tenure from positions in corporate finance, management consulting or investment banking.
- Advanced Proficiency in Microsoft Excel to analyze and manage complex data sets with a strong orientation for detail and an ability to validate the accuracy of their work. SQL and Tableau experience preferred.
- Highly motivated, self-starting, critical thinker with the ability to work independently in a fast paced environment, simultaneously manage several priorities, and challenge the status quo to lead change and operational improvements
- A critical thinker who possesses a strong curiosity about the business to understand and resolve the root causes of a problem and to continuously improve efficiency and effectiveness of processes
- Strong working knowledge of financial modeling, SaaS revenue modeling, and other financial concepts
- A robust track record of creating and/or managing business intelligence and data visualization processes
- Ability to influence all levels of leadership to drive actions, behaviors, decisions and business outcomes
- Grace under pressure with a good sense of humor and dose of humility
- Strong written and oral communication skills with experience in presenting to business partners with confidence, conviction, and credibility
- BS/BA in Finance, Data Science, Business, or Economics preferred
Responsibilities
- Process improvement: Drive efficiencies and continuous improvement by streamlining, standardizing, and automating processes and reporting requirements while ensuring data accuracy. Work closely with financial analyst partners to help enhance, automate and expand forecast capabilities to improve accuracy, standardization, and confidence in our business trajectory.
- Operational Excellence: Partner with Corporate Finance, SBSEG Finance, and Analytics teams to develop and monitor key performance indicators to drive insights and decision making to achieve our strategic and financial goals.
- Strategic planning: Be a trusted advisor to the leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business knowledge.
- Financial reporting and modeling: Prepare financial reporting deliverables (month-end close package, variance explanation, etc) to enable transparency into the business’s performance and drivers. Update key financial models and create new models from scratch to analyze business trends.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Bay Area California $146,500 - 198,500. This position will 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
"It’s important to always strive for improvement, even if you’re already in a good place."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Designing at Intuit feels special because we're not just making things to make things. We're tackling real, consequential financial problems voiced by small businesses, self-employed, and individuals around the world. I'm grateful to have such a worthy and motivating mission when I go to work – powering prosperity around the world."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"By feeding our customers' data through machine learning algorithms, we uncover valuable insights that empower millions of customers to feel more confident about their financial future."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"We use the latest Native frameworks for iOS and Android to deliver a truly delightful mobile-first experience for our customers. I love that we're enabling millions of customers to improve their financial health, all under a world-class mobile experience."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"It's a great feeling knowing that when you push out a new feature or fix, our customers notice it and really love the work that we do! Here at Intuit, not only do we have the freedom to work with the newest technologies, but we value solving challenging financial problems for our customers above everything else."
"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Hear from our employees
Conrad De Peuter
Senior Data Scientist - Machine Learning Futures Group
Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently. For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.
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This job is no longer accepting applications
See open jobs at Intuit.See open jobs similar to "Lead Financial Analyst - Data Consolidation and Visualizationtion" FinTech Australia.