Intuit Inc

Staff Financial Analyst, GBSG Ecosystem Lifecycle Marketing

Intuit Inc • $154K — $208K *
Mountain View, CA 94040In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years in corporate finance/FP&A, strategic finance, or similar analytical roles, preferably in tech or SaaS
  • Fluency in subscription and funnel economics including activation and retention metrics
  • Advanced Excel/Google Sheets skills for financial modeling with ability to analyze cohort and unit economics
  • Experience collaborating with Data Science and Analytics; understanding of A/B testing
  • Familiarity with BI tools (Oracle EPM, Anaplan, Tableau, SQL preferred)
  • Ability to align stakeholders in a matrixed organization without direct authority
  • Excellent communication and influencing skills, particularly with senior leaders

Responsibilities

  • Own the annual operating plan and collaborate with marketing and analytics teams
  • Lead quarterly forecasts managing assumptions and risk evaluation
  • Connect lifecycle marketing to segment-level financial commitments
  • Create trusted reporting and dashboards for performance tracking
  • Optimize marketing investments for in-product acquisition strategies
  • Collaborate on upsell metrics related to in-product promotions and retention outcomes
  • Build financial models to prioritize investments and automate reporting processes

Benefits

  • Competitive compensation package with performance-based rewards
  • Possible eligibility for cash bonuses and equity rewards
  • Comprehensive benefits package offered
  • Commitment to fair pay practices with regular comparisons across diverse categories
Full Job Description
Come 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.

Responsibilities

Annual 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 Operations
  • Lead quarterly forecast and current estimate cycles, owning driver-based assumptions, risk and opportunity management, and timely escalation to keep targets on track
  • Partner with GBSG Strategic Planning and FP&A to connect lifecycle marketing assumptions to segment-level subscriber, revenue, and margin commitments
  • Build the reporting and dashboards that give Marketing and Finance leadership a shared, trusted view of performance against plan


In-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 messaging
  • Collaborate with Product, Marketing, and Analytics partners on upsell traction from in-product promotions, connecting observed conversion and attach behavior to forecasted revenue and retention outcomes
  • Ingest and monitor the KPIs and leading indicators that matter for lifecycle performance: activation, conversion, retention and churn, attach rate, ARPC, expansion revenue, and payback


Modeling and insight:
  • Build financial models that quantify the return on lifecycle and in-product investments and support prioritization across competing initiatives
  • Build executive presentations that carry a cohesive storyline for GBSG and Intuit senior leadership
  • Improve 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 workflows


Qualifications
  • 5+ 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 preferred
  • Working fluency in subscription and funnel economics - conversion, activation, retention and churn, attach and cross-sell, LTV, CAC, payback, ARPC
  • Advanced financial modeling skills in Excel/Google Sheets, with demonstrated ability to build cohort, funnel, and unit economics views that connect analysis to decisions
  • Comfort partnering with Data Science and Analytics teams; familiarity with experimentation and A/B testing concepts and how to read them financially
  • Experience with enterprise planning and BI tools - Oracle EPM/Hyperion Essbase, Anaplan, Tableau or Looker; SQL strongly preferred
  • Demonstrated ability to operate in a highly matrixed organization and drive alignment across functional partners without direct authority
  • Excellent communication and influencing skills, with a track record of partnering effectively with senior non-finance leaders
  • A proactive self-starter who thrives in fast-paced, ambiguous environments; resourceful and creative in problem solving to move work forward
  • Sharp attention to detail with high standards for accuracy; strong project management and collaboration skills
  • Experience supporting Marketing or Product Marketing preferred, but not required
  • Bachelor's degree in Finance, Accounting, Economics, or Business required; MBA, CPA, or CFA preferred

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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 (see more about our compensation and benefits at ). 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

About Intuit Inc

Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals. The company’s product portfolio includes TurboTax, a software solution that offers free tax filing, efile taxes, and income tax returns; Quicken; QuickBooks; Mint.com, and more. It also offers end-to-end solutions for online tax preparation, download products, mobile tax prep, mortgage interest and property tax, corporations tax, military tax, and more. Intuit was founded by Tom Proulx and Scott Cook in 1983 and is based in Mountain View, California. The company serves customers in North America, Asia, Europe, and Australia with offices in the United States, Canada, India, U.K., and Singapore.

Intuit Inc Careers

Join the dynamic team at Intuit Inc, a global powerhouse in financial software, where innovation, leadership, and diversity training are at the heart of everything we do. This is an unparalleled opportunity to advance your career with a company that is committed to empowering communities and small businesses with innovative financial solutions.

Work You’ll Do

At Intuit Inc, you’ll be part of a culture that cherishes innovation and values the unique perspectives of its team members. You will collaborate with some of the brightest minds in the industry, using your skills to influence the future of technology and finance. Our team at Intuit Inc is driven by the mission to power prosperity around the world, and you can be at the forefront of this transformation.

Explore Job Opportunities and Growth

Intuit’s career paths are as diverse as the innovative solutions we provide to millions. From finance to software engineering, our job opportunities span across multiple disciplines. Whether you’re looking for a full-time position, an internship, or leadership roles, Intuit offers a world of opportunities for professional growth. Our hiring process is designed to identify and attract professionals who are not only skilled but are also passionate about making a difference.

Professional Development and Benefits

Invest in your future with Intuit’s industry-leading benefits and professional development opportunities. Our employees enjoy comprehensive benefits that ensure their personal and professional satisfaction, including health, wellness, and continuous learning perks. At Intuit, we also understand the importance of diversity training and leadership development, providing various programs that foster an inclusive environment.

Join Our Team

Embark on a journey of growth and innovation at Intuit Inc. Search open positions that match your skills and interests. We are looking for curious, creative, and solution-driven team players. Prepare your resume, ace the interview, and join a team that’s committed to creating solutions that power prosperity around the globe.

Networking and Career Advancement

At Intuit Inc, networking and internal mobility are encouraged to foster professional growth and innovation. Connect with leaders and peers through our various networking events, mentorship programs, and collaborative projects. With support at every step of your career, the opportunities at Intuit are limitless.

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At Intuit Inc, every role is a chance to innovate, grow, and make an impact. Join us, and together let's shape the future of finance.
Learn more about Intuit Inc
Size
13,500 employees
Market Cap
$107.4 billion
Industry
Consumer Technology
Net Income
$1.7 billion
Founded
1983
5 Year Trend
+19.6%
Revenue
$7.7 billion
NASDAQ
INTU
* Ladders Estimates

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