Responsibilities

• Serve as the dedicated finance partner to TurboTax Core GTM / Performance Marketing leadership, owning the financial planning, forecasting, and analysis of the marketing investment portfolio across paid and unpaid channels
• Build and refine AI-enabled models for customer acquisition cost (CAC), lifetime value (LTV), LTV:CAC, payback period, and marginal return on incremental spend to guide channel-level and total-portfolio allocation decisions
• Partner with marketing, analytics, and data science teams to inform spend decisions through marketing mix modeling (MMM), multi-touch attribution, and incrementality/holdout testing — translating measurement into dollars-and-cents budget guidance
• Drive in-season pacing and reallocation through a tight, agile loop of investing, testing, and learning, with particular attention to the seasonal dynamics and peak-period intensity unique to the tax filing calendar
• Develop the annual strategic and financial plan for Core GTM, including channel-level budgets, efficiency targets, and scenario analysis for varying market and competitive conditions
• Proactively identify spend optimization and growth-acceleration opportunities by building a deep understanding of business drivers, ongoing performance, and external market dynamics, including competitive pressure from free and low-cost filing alternatives
• Lead mid-month and month-end financial reviews; own driver-based forecasts and risks/opportunities management, and facilitate timely escalation to keep targets on track
• Translate complex financial and marketing data into clear, actionable insights and executive-level recommendations, creating narratives and presentations that drive alignment across finance, marketing, and senior leadership

Requirements

• Strong financial acumen with the ability to quickly and accurately build, comprehend, and manipulate complex financial models; experience with marketing finance concepts strongly preferred
• (CAC, LTV, ROAS, payback, incrementality, MMM/attribution)
• 7+ years of experience in corporate finance, FP&A, strategy consulting, investment banking, or a quantitative marketing/growth finance function. Experience in technology, consumer subscription, or consumer marketing is a plus
• Proficiency in Excel/Google Sheets; experience with SQL and/or Python preferred for working directly with large datasets
• Proficiency in the orchestration of AI Models (Claude Code, Cursor, ChatGPT) in day-to-day work
• A customer-first mindset and a strong understanding of customer behavior and unit economics
• A proactive, can-do self-starter comfortable working independently and with ambiguity in a fast-paced, seasonal environment while managing multiple priorities simultaneously
• Ability to quickly synthesize qualitative and quantitative information, structure a concise and clear presentation of findings, and articulate recommendations to an executive audience
• Well-rounded interpersonal skills with the ability to build relationships with senior stakeholders, collaborate across levels, and influence outcomes without direct authority
• Bachelor’s degree in business, finance, economics, or a related field required; advanced degree or certification such as MBA, CPA, or CFA preferred