Intuit
Senior Financial Analyst - Customer Success FP&A
$120K–$172K
San Diego, California +1 · Senior · Full-time · Posted Oct 19, 2026
- Location
- San Diego, California
Mountain View, California - Experience
- 4+ years of professional experience in consulting, investment banking, corporate finance, or data science in a tech company.
- Education
- Bachelor degree in business or finance area required; advanced degree or certification such as MBA, CPA, or CFA preferred.
About the job
The Senior Financial Analyst partners with Customer Success leaders to plan investments, analyze financial performance, and provide insights that guide operational and strategic decisions.
What you'll do
- Build financial models and analyses for business performance, unit economics, ROI, scenarios, and strategic plans.
- Lead financial reviews and headcount planning, identifying variance drivers and cost implications.
- Advise business partners and communicate actionable recommendations to senior leaders; improve planning and reporting through automation and AI-enabled tools.
What they ask for
- 4+ years of professional experience in consulting, investment banking, corporate finance, or data science in a tech company.
- Proficiency in Excel/Google Sheets.
- Strong problem-solving, communication, and presentation skills, including translating data into strategic insights and conveying findings to senior audiences.
- Bachelor degree in business or finance area required.
Nice to have
- Experience in Python or SQL.
- Advanced degree or certification such as MBA, CPA, or CFA.
Pay
San Diego: $120,000 - $162,500 USD base salary; Mountain View, CA: $127,000- $172,000 USD base salary
Tools
Excel/Google Sheets, Python, SQL
AI focus
Improve planning and reporting rigor through automation and AI-enabled tools; work supports a Customer Success organization connecting customers to AI-driven experiences and human expertise.
Model-written summary · the original posting is authoritative