Intuit Inc

Staff Financial Analyst, TurboTax Core GTM

Intuit Inc • $142K — $192K *
San Diego, CA 92154In-Person
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Strong financial acumen with experience in marketing finance concepts
  • 7+ years in corporate finance, FP&A, strategy consulting, or growth finance roles
  • Proficiency in Excel/Google Sheets, with SQL and/or Python preferred
  • Experience with AI model orchestration in professional settings
  • Customer-focused mindset with a grasp of unit economics
  • Proven ability to synthesize complex information for executive presentation
  • Strong interpersonal skills for relationship-building and collaboration

Responsibilities

  • Partner directly with TurboTax Core GTM/Performance Marketing leaders for financial planning and analysis
  • Build AI-enabled models for customer acquisition costs and lifetime value analysis
  • Collaborate with marketing and analytics teams to make informed spend decisions
  • Drive seasonal pacing and reallocations through data-driven testing and learning cycles
  • Develop annual financial plans and budgets for Core GTM channel strategy
  • Identify optimization opportunities through deep business and market understanding
  • Lead financial reviews, manage forecasts, and escalate risks/opportunities effectively
  • Translate complex financial data into clear recommendations for leadership

Benefits

  • Competitive compensation package with pay-for-performance rewards
  • Eligibility for cash bonuses and equity rewards
  • Access to benefits programs tailored to employee needs
  • Opportunities for professional development and advancement
  • Commitment to fair pay practices and regular compensation reviews
Full Job Description
This role sits at the intersection of finance and marketing, partnering directly with TurboTax's Core GTM (Performance Marketing) leaders to optimize one of the largest and most strategically important investment portfolios in the business. You will own the financial frameworks that govern how we deploy marketing spend across channels, measure return, and balance customer acquisition against long-term customer value - all in a seasonally concentrated, highly competitive tax category. The ideal candidate combines rigorous financial modeling with a deep curiosity and expertise in marketing effectiveness, and is energized by turning ambiguous, fast-moving spend decisions into clear, defensible recommendations.

Responsibilities

  • Serve as the dedicated finance partner to TurboTax Core GTM / Performance Marketing leadership, owning the financial planning, forecasting, and analysis of the marketing investment portfolio across paid and unpaid channels
  • Build and refine AI-enabled models for customer acquisition cost (CAC), lifetime value (LTV), LTV:CAC, payback period, and marginal return on incremental spend to guide channel-level and total-portfolio allocation decisions
  • Partner with marketing, analytics, and data science teams to inform spend decisions through marketing mix modeling (MMM), multi-touch attribution, and incrementality/holdout testing - translating measurement into dollars-and-cents budget guidance
  • Drive in-season pacing and reallocation through a tight, agile loop of investing, testing, and learning, with particular attention to the seasonal dynamics and peak-period intensity unique to the tax filing calendar
  • Develop the annual strategic and financial plan for Core GTM, including channel-level budgets, efficiency targets, and scenario analysis for varying market and competitive conditions
  • Proactively identify spend optimization and growth-acceleration opportunities by building a deep understanding of business drivers, ongoing performance, and external market dynamics, including competitive pressure from free and low-cost filing alternatives
  • Lead mid-month and month-end financial reviews; own driver-based forecasts and risks/opportunities management, and facilitate timely escalation to keep targets on track
  • Translate complex financial and marketing data into clear, actionable insights and executive-level recommendations, creating narratives and presentations that drive alignment across finance, marketing, and senior leadership


Qualifications
  • Strong financial acumen with the ability to quickly and accurately build, comprehend, and manipulate complex financial models; experience with marketing finance concepts strongly preferred
  • (CAC, LTV, ROAS, payback, incrementality, MMM/attribution)
  • 7+ years of experience in corporate finance, FP&A, strategy consulting, investment banking, or a quantitative marketing/growth finance function. Experience in technology, consumer subscription, or consumer marketing is a plus
  • Proficiency in Excel/Google Sheets; experience with SQL and/or Python preferred for working directly with large datasets
  • Proficiency in the orchestration of AI Models (Claude Code, Cursor, ChatGPT) in day-to-day work
  • A customer-first mindset and a strong understanding of customer behavior and unit economics
  • A proactive, can-do self-starter comfortable working independently and with ambiguity in a fast-paced, seasonal environment while managing multiple priorities simultaneously
  • Ability to quickly synthesize qualitative and quantitative information, structure a concise and clear presentation of findings, and articulate recommendations to an executive audience
  • Well-rounded interpersonal skills with the ability to build relationships with senior stakeholders, collaborate across levels, and influence outcomes without direct authority
  • Bachelor's degree in business, finance, economics, or a related field required; advanced degree or certification such as MBA, CPA, or CFA preferred

Footer
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:

The expected base pay range for this position is:
San Diego $142,000 - $192,000

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.

Stay Connected

Keep up to date with the latest in career opportunities and company news at Intuit Inc. Personalize your subscription to receive job alerts, insider tips, and industry-leading insights that you can put to use today—all from the people who work here.

Explore Careers at Intuit Inc

Discover the exciting and rewarding career opportunities awaiting you at Intuit Inc. Let your ambition lead you to success. Join us in our mission to power prosperity and contribute to our journey of continuous innovation.

SEARCH INTUIT JOBS

READ CAREERS BLOG

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

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Intuit Inc

More Finance & Insurance Jobs

Find similar Staff Financial Analyst, TurboTax Core GTM jobs:

NationwideSan Diego, CA