Staff Financial Analyst: Product Engagement & Lifecycle Strategy
Intuit
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Oakland, CA · Posted October 21, 2026
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Where Oakland, CA ranks
Where Oakland, CA placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #2Cities with the most hybrid jobs34% · of 100
- #2Cities with the most hybrid jobs in the West Coast34% · of 66
- #7Best all-round cities for remote workers in the West Coast72 / 100 · of 39
- #9Best cities for director and executive jobs in the West Coast23% · of 71
- #10Best cities for energy and utilities jobs86 openings · of 27
- #11Best cities for engineering pay after cost of living$187k · of 94
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
- Best cities for finance pay after cost of living #1 San Mateo ($162k)
- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
- Employers with the most finance jobs #1 Amazon (475 roles)
How AI is used in this kind of work
Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Intuit has filed one layoff notice in the last twelve months, covering 162 workers, most recently May 2026. These are public filings with state labor departments, and an open role can sit alongside them. See the filings
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About the job
As part of our FP&A team, you will play a key role in driving financial insights, shaping strategy, and supporting the long-term health of our platform. You will partner closely with cross-functional teams to deliver clear, data-driven recommendations that help drive high-impact retention and member activation.
This high-visibility Finance role is designed for a technically strong professional who excels at bridging financial modeling with hands-on data exploration to uncover strategic insights. Positioned at the intersection of Finance and Data, you will blend FP&A rigor with analytics to directly influence lifecycle strategy and drive member engagement.
Responsibilities
What you will do:
Own the financial reporting, forecasting, and planning for core engagement metrics (DAU, MAU, and retention cohorts) to ensure business stability and predictability
Partner with Data Science, Analytics, Engineering, and Revenue teams to refine data models, metric definitions, and the scalability of lifecycle reporting
Optimize the balance between user engagement and platform monetization, ensuring that product health translates into sustainable financial growth
Develop real-time ML-driven forecasts based on granular user behaviors and propensity models to increase the precision of long-range planning
Develop and track complex cohort-based models to identify opportunities in the member journey and quantify the long-term value of improved retention
Build and maintain complex models to evaluate the ROI of retention initiatives, member reactivation campaigns, and product features designed to deepen user habituation
Serve as an AI adoption champion across the Finance organization, identifying opportunities to leverage new tools to automate and scale reporting
Write and execute your own SQL queries, owning data validation, metric definitions, and the integrity of underlying datasets
Analyze trends across member funnels and unit economics, translating granular data into high-level strategic insights for senior leaders
Act as the financial source of truth for Product, Marketing, and Analytics teams, ensuring alignment on key metrics and roadmap decisions, while proactively collaborating across functions and influencing stakeholders without direct authority to drive data-informed outcomes
Improve the accuracy of forecasting by identifying emerging risks/opportunities in member behavior and building scalable, automated data workflows
What we would like to see:
Experience building forecasting frameworks that incorporate cohort-based retention, churn logic, and activation velocity
Experience in leveraging ML-driven models (e.g., churn propensity, LTV predictions) to inform forecasting and lifecycle strategy
A proven ability to dive into a dataset out of pure curiosity, but the discipline to only present the insights that actually drive business impact
High proficiency in SQL, GSuite/Excel, and data tools (Databricks, Qlik, Looker, Tableau, Power BI)
Experience with advanced AI forecasting tools (e.g., Cursor, Jupyter)
Ability to synthesize data, structure a concise presentation of findings, and articulate recommendations to a range of stakeholders
Ability to be resourceful and creative in problem solving when necessary to move projects forward tactically
Qualifications
7+ years of experience in FP&A, strategic finance, investment banking, or product analytics, ideally within a tech company; for candidates with Data Science backgrounds, a proven track record of applying those skills to solve Finance and Monetization problems is required
You should be comfortable independently navigating complex SQL schemas and using data to answer open-ended business questions without predefined reporting
You take pride in the integrity of your models and the accuracy of your outputs
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 Intuit®: Careers | Benefits ). 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: Oakland $154,000 - $208,500