Principal Treasury Analyst, Capital Markets Job at Intuit, San Diego, CA

NFFJL2tPeVpjS1krU2JFRnlxQnFZWnR1RHc9PQ==
  • Intuit
  • San Diego, CA

Job Description

**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 ( ). 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.

Job Tags

Local area,

Similar Jobs

Brennan Center for Justice

Senior Counsel, Liberty and National Security Program Job at Brennan Center for Justice

 ...equal justice for all. The Brennan Centers work ranges from voting rights to campaign finance reform, from ending mass incarceration to...  ...areas: civil liberties,homeland or national security,human rights law, or legislative advocacy (or other legislative experience... 

NYLAG

Summer 2026 LegalHealth Internship Job at NYLAG

 ...intake clients, draft memos and legal documents, sharpen advocacy skills, conduct legal research and maintain client files. This internship is unpaid for the Fall 2025 semester. Duties and Responsibilities Draft pleadings and/or the first draft of a substantive... 

City Wide Facility Solutions

Sales Executive - CBS Division Job at City Wide Facility Solutions

 ...have a deep understanding of your clients' needs, our team and bonus structure is waiting for you! As a Sales Executive in our CBS Division, you seek out/ sign-up new clients, and then manage the projects. You run the full cycle from lead generation to close and... 

City of Branson

Firefighter Job at City of Branson

Already Trained and Ready to Answer the Call? Join a team where certified firefighters turn training into action and courage into service. If you're already licensed and looking to serve a community that values your skills, your heart, and your heroism this is your moment... 

Hargrove Engineers & Constructors

Piping Designer IV Job at Hargrove Engineers & Constructors

 ...and the business.**What You'll Be Doing****Job Scope:** Generally responsible for performing all aspects for complete designs of mechanical/piping assignments using theoretical knowledge and practical design methods. This level is expected to assist in the design of...