Intapp

Strategy & Planning Director

Intapp

full-time

Posted on:

Location Type: Hybrid

Location: Palo Alto • California, New York, North Carolina • 🇺🇸 United States

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Job Level

Lead

Tech Stack

Tableau

About the role

  • Lead the refinement of the corporate planning process to align strategic goals with actionable financial objectives
  • Develop and implement advanced financial models in partnership with Finance to support the planning process
  • Collaborate with department heads to establish benchmarks, track progress, and provide regular performance insights to executive leadership
  • Partner with Product teams to help manage portfolio investments at both an individual BU and cross-BU level
  • Act as a liaison between corporate planning and other departments to ensure all teams are aligned on strategic priorities
  • Deliver comprehensive reports, presentations, and strategic recommendations to Executives
  • Support budget allocation and investment decisions across departments

Requirements

  • 10+ years of experience in corporate planning, strategic finance, or management consulting
  • Experience with SaaS businesses / business models
  • Experience with both early-stage / incubating business models as well as mature / “performance zone” businesses
  • Bachelor's degree in Finance, Business Administration, Economics, or STEM; MBA or relevant advanced degree is highly preferred.
  • Proficiency with data visualization tools (e.g., Power BI, Tableau) and financial software.
Benefits
  • Health insurance
  • 401(k) plan
  • Paid time off
  • Flexible work arrangements

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial modelingdata visualizationbudget allocationperformance trackingstrategic planninginvestment analysisbenchmarkingreportingpresentation skillsfinancial analysis
Soft skills
collaborationleadershipcommunicationstrategic thinkinginterpersonal skillsanalytical skillsproblem-solvingorganizational skillsinsight generationliaison skills
Certifications
MBABachelor's degree in FinanceBachelor's degree in Business AdministrationBachelor's degree in EconomicsBachelor's degree in STEM