Intuit
Staff Financial Analyst - Customer Success FP&A
$142K–$208K
San Diego, California +1 · Staff · Full-time · Posted Oct 7, 2026
- Location
- San Diego, California
Mountain View, California - Experience
- 8+ 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
Partners with Customer Success and Finance leaders to plan investments, assess business performance, and provide financial insights that guide operational and strategic decisions.
What you'll do
- Build financial models and analyses for business performance, unit economics, ROI, and scenarios.
- Lead financial reviews, forecasting, planning, and driver-based reporting; identify and quantify variances.
- Partner across teams and translate financial data into actionable recommendations for senior leaders.
What they ask for
- 8+ years of professional experience in consulting, investment banking, corporate finance, or data science in a tech company.
- Proficiency in Excel/Google Sheets.
- Bachelor degree in business or finance area.
- Strong problem-solving, communication, and presentation skills, including conveying insights to senior audiences.
Nice to have
- Experience in Python or SQL.
- Advanced degree or certification such as MBA, CPA, or CFA.
Pay
$142,000 - $192,000 USD base salary (San Diego); $154,000- $208,500 USD base salary (Mountain View, CA)
Tools
Excel, Google Sheets, Python, SQL
AI focus
Improve planning and reporting through automation and AI-enabled tools.
Model-written summary · the original posting is authoritative