обновлено 5 дней назад
Staff Financial Analyst (AI)
142 000 - 192 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Staff Financial Analyst (AI): Building financial planning, forecasting, and marketing investment models for TurboTax Core GTM with an accent on CAC, LTV, channel allocation, and marketing effectiveness. Focus on developing AI-enabled models, translating attribution and incrementality testing into budget guidance, and optimizing seasonal spend through executive-level recommendations.
Location: San Diego, California or Mountain View, California, United States
Salary: San Diego: $142,000–$192,000 annually; Mountain View: $154,000–$208,500 annually, plus potential bonus, equity rewards, and benefits.
Company
is a financial technology platform serving approximately 100 million customers through products including TurboTax, Credit Karma, QuickBooks, and Mailchimp.
What you will do
- Partner with TurboTax Core GTM and Performance Marketing leadership on financial planning, forecasting, and analysis of paid and unpaid marketing channels.
- Build AI-enabled models for customer acquisition cost, lifetime value, LTV:CAC, payback period, and marginal return on incremental spend.
- Collaborate with marketing, analytics, and data science teams on marketing mix modeling, multi-touch attribution, and incrementality testing.
- Drive in-season pacing, investment testing, and budget reallocation during the tax filing calendar.
- Develop annual plans, channel budgets, efficiency targets, and scenario analyses for changing market and competitive conditions.
- Lead financial reviews, manage forecasts and risks, and present actionable recommendations to senior leadership.
Requirements
- 7+ years of experience in corporate finance, FP&A, strategy consulting, investment banking, or quantitative marketing/growth finance.
- Strong financial acumen and experience building and managing complex financial models; marketing finance experience is strongly preferred.
- Knowledge of CAC, LTV, ROAS, payback, incrementality, and marketing mix modeling or attribution.
- Proficiency with Excel or Google Sheets; SQL and/or Python experience is preferred.
- Proficiency orchestrating AI models such as Claude Code, Cursor, and ChatGPT in day-to-day work.
- Bachelor’s degree in business, finance, economics, or a related field required.
Nice to have
- Experience in technology, consumer subscription, or consumer marketing.
- Advanced degree or certification such as an MBA, CPA, or CFA.
Culture & Benefits
- Customer-first environment focused on data-driven financial and marketing decisions.
- Work involves cross-functional collaboration with finance, marketing, analytics, data science, and senior leadership.
- Competitive compensation with performance-based rewards.
- Potential cash bonus, equity rewards, and employee benefits.
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