Lead Financial Analyst

The Customer Success Ecosystem Finance team oversees customer success investments of billions across Intuit. The team plays a critical role in driving business decisions and optimizing financial outcomes for the Customer Success organization while enabling the optimal experience for our customers.

The Intuit Customer Success Ecosystem Finance team is seeking a highly skilled and motivated Lead Financial Analyst to provide financial analysis and decision support to Customer Success teams across ProTax Group, Consumer Group (TurboTax) Canada and Business Tax. This role will play a key role in our forecasting and reporting processes. In addition, this role will partner with a broad set of cross-functional teams across the organization to drive strategic initiatives, resource allocation and investment decisions.

We are looking for creative problem solvers with a passion for innovation to join our team and revolutionize the way the world does business.

Responsibilities

• Partner with the Customer Success teams across ProTax Group, Consumer Group Canada and Business Tax to drive growth, profitability and decision making
• Partner with our Modern Operations team to regularly review key performance metrics to identify and escalate potential financial risks
• Manage, track and prioritize headcount and program spend investments and resourcing for our ProTax and Consumer Group Customer Success teams
• Lead month end close, quarterly forecasting and assist in 1 and 3 year planning for Consumer Group and ProTax Group Customer Success
• Provide ongoing evaluation and long-term management of operating costs and variable margins of product offerings and advise on areas of efficiency and margin improvement