Senior Financial Analyst – Customer Success Finance & Workforce Management

About This Role

This Senior Financial Analyst role enables financial rigor, operational alignment, and execution excellence within Intuit's Customer Success Finance and Workforce Management organizations. It involves owning driver-based financial modeling, reporting, and cross-functional coordination to link financial outcomes with operational drivers and business decisions.

Responsibilities

• Partner with ICS Finance and Workforce Management teams to develop short- and long-term strategic and financial plans
• Build and refine financial models to evaluate business performance, unit economics, and ROI
• Translate workforce, volume, productivity, and capacity drivers into financial outcomes
• Own driver-based reporting frameworks, including month-end close reconciliation and variance analysis
• 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 and drive alignment on forecasts, risks, and mitigation actions
• 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
• Own end-to-end timeline, dependency, and deliverable management across ICS Finance and Workforce Management
• Identify execution risks early and proactively drive resolution through structured problem-solving

Requirements

• 3-5 years of professional experience in consulting, investment banking, corporate finance, or similar analytical fields
• Strong analytical and problem-solving skills
• Proficiency in Excel/Google Sheets
• Excellent communication and presentation skills with experience conveying insights to senior audiences
• Proactive self-starter who thrives in fast-paced, ambiguous environments
• Collaborative team player with a growth mindset, intellectual curiosity, and sense of humor

Qualifications

• 3-5 years of professional experience in consulting, investment banking, corporate finance, or similar analytical fields

Nice to Have

• 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

Skills

* Required skills

Benefits