Treasury Analyst

Join Intuit TurboTax And Lead Innovation In Local, Personalized Tax Preparation. Intuit TurboTax Provides Tools And Support To Help You Succeed And Grow. Expert Growth Path. Boost Your Resume. Tax & Bookkeeping Careers . Amazing Work Benefits. Full Service Tax Careers .

Posted today

Financial Planning & Analysis

About Us

Job Summary: Under general supervision, responsible for conducting and documenting moderate to complex financial projects.

Ensure the timely and accurate Margin tracker reporting (DMT), completion of the monthly forecasting, P&L closing and consolidation process as well as the reporting package.

Support process improvements by automating processes through the use of Excel and/or macros.

Prepare detailed monthly internal reports for the direct Business Unit owners, as well as for the company as a whole.

Assist with the preparation of the monthly forecast and annual budget by developing formats, instructions and consolidation.

Assist with the analysis of resulting budgets/forecasts to identify errors, areas for greater focus/attention and key performance areas.

Assist and oversee departmental functions including but not limited to highlighting business risk and opportunities.

Primary Job Responsibilities

Skills/Knowledge/Abilities

Education

Experience Target

Specialized Certifications

Posted today

This position shall be responsible for the analytical and transactional support to the Financial Planning and Analysis team on the cost of the Corporate Service Units ("CSU") and the Corporate allocation charges.

Responsibilities:

• Consolidate, analyze, and present variance analysis and explanation of financial statements against prior year and budgets; and highlight key issues to the FP&A Manager, AVP of FP&A and Revenue Management and ARI CFO for comments, recommendation, and resolution.
• Prepares consolidated monthly management reports with detailed analysis and submits them to the FP&A Manager, AVP of FP&A and Revenue Management and ARI CFO for presentation to ARI Mancom, and all other internal and external groups.
• Supports improvements in standardization of analysis and presentation of financial and operational information across all different CSUs. This shall include but is not limited to
• Standardization of financial planning and budgeting reporting process, and monitoring of the preparation of the key accounts of the CSUs for the budgeting process.
• Reviews all processes, policies, and standards across the finance and accounting area and ensures that these are properly defined and rolled out across all CSUs
• Resolves issues related to finance and accounting issues. Escalate as needed for further guidance and resolution.
• Assist in the preparation of financial reports, presentation materials, and deck for board meetings and other senior executive requests.
• Support finance system-related projects, roll-outs, and issue resolution as far as business content is concerned ensuring its success.

Leadership Functions and Responsibilities:

• Cultivates a high-performing and engaged team by having regular and ongoing conversations, with the purpose of setting and communicating clear targets, developing capabilities, managing performance, and discipline.
• Creates a transparent environment by practicing courageous authenticity while operating on mutual trust, support, and respect.
• Promotes Diversity, Equity, and Inclusion by respecting TM's individual strengths, views, and experiences to enable innovation, better decisions, and deliver better business results
• Exercises due diligence and administrative responsibility in establishing and maintaining systems that sustain essential operational functions, such as completing compliance requirements, updating documents and protocols, and other such organizational tasks for continuous improvement.
• Champions the organization's culture, values, and philosophy by executing and enacting company policies, safety rules, and procedures.

Minimum Qualifications:

• Must be a graduate of a Bachelor of Science in Accountancy
• Certified Public Accountant (CPA)
• With at least two (2) years of relevant professional experience in financial planning

Job Type: Full-time

What other jobs are popular in this category?

Explore these high-demand roles to expand your search:

Didn’t find the right job? Get Career Advice to find your ideal role.