Principal Treasury Analyst, Capital Markets

Intuit • Mountain View, CA • 2h ago

Overview

This role will sit within our Treasury Capital Markets team and will closely liaise within treasury and with other critical stakeholders on critical growth initiatives. This role requires a highly collaborative, experienced finance professional who is adept at crafting effective executive communications, driving critical cross-functional projects with independence and velocity, and determining and implementing funding strategies for our business.

Responsibilities

Executive & Board Communication: Capable of presenting complex financial concepts to executive stakeholders. Independently prepare materials related to strategic financings, capital return initiatives, funding strategies, and recurring treasury reviews for executive (CFO) and Board audiences.

Proactively collaborate with Treasury, product groups and Intuit finance teams to collect data, understand forecasts and product needs/details

Craft effective story lines and analyses to communicate initiatives, recommendations and conclusions

Drive quarterly CFO treasury reviews and annual Board review of Treasury

Bank and Fintech risk: Determine bank strategy and monitor bank risk in our fintech businesses

Assess and monitor counterparty and other bank risks by representing Treasury's objectives

Help determine mitigation strategies to minimize bank counterparty risk (e.g., redundancy, insurance, etc)

Generate concise reports to Treasurer and CFO

Drive initiatives for automation and use of systems for analyzing and monitoring bank and fintech risk

Fintech Partner Liaison: Partner with Product, Finance and other stakeholders to determine / align on funding strategies and limits for lending products.

Understand treasury implications/requirements for lending products and project manage these with other stakeholders

Monitor lending exposure across Intuit

Come up with proposals and Influence business to determine and implement guardrails on amounts, losses, etc.

Qualifications

9+ years experience in Treasury (Capital Markets), Strategic or Corporate Finance at another corporation, Consulting, Investment Banking or equivalent function

BA/BS degree Finance, Economics, Business or other similar area of study

Able to work independently amid ambiguity

Experience driving cross-functional projects involving many stakeholders

Experience creating effective executive/Board level communications. Highly capable of storytelling with data.

Exceptional communication skills (written and oral skills) and detail-oriented approach to all communications

Highly skilled at Excel and PowerPoint (and/or equivalent in Google)

Experience in finance automation/systems (e.g., utilizing AI to improve/drive workflows/tools/efficiencies, experience in building data analysis and reporting tools (such as Qlik), and/or technical skills (such as Python, etc)).

Preferred experience: Prior experience at a fintech in a finance or product function; preferred MBA, CFA or equivalent

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will 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 (https://www.intuit.com/careers/benefits/full-time-employees/) ). 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:

EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

Intuit

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