Intentsify

Financial Planning and Analysis

• Lead and assist in the annual budgeting process and ongoing forecasting activities.
• Analyze trends, financial results, and operational performance to provide insights to management team.
• Assist with development and maintain financial models to support planning, forecasting, and business scenarios.
• Prepare regular financial performance reports, highlighting key insights, variances, and actionable recommendations.
• Assist in monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting.
• Perform variance analysis to explain differences between actual financial performance and budget.
• Work with department heads to understand business drivers, challenges, and opportunities.
• Provide support to management with data-driven recommendations on cost control, operational efficiency, and investment decisions.
• Identify opportunities to improve financial reporting, forecasting, and planning processes, aligning with company-wide goals.
• Provide ad-hoc analysis as needed for special projects, business cases, and strategic initiatives.
• Support mergers, acquisitions, and other major business developments with financial insights.

Manager, Financial Planning & Analysis – FP&A

Vice President

• Manage multiple accounts in POD; develop positive working relationships with all customer touch points.
• Drive client retention, renewals, upsells and client satisfaction.
• Work closely with Campaign Management and Product on day-to-day operational processes including, optimization, troubleshooting and QA.
• Work closely with Global Insights Reporting Team and Operations to determine root causes for customer success or failure and drive requirements for product or process enhancement and development as needed.
• Partner with internal crossfunctional teams to understand customer goals and key performance metrics and exceed those goals throughout the campaign.
• Leverage technical tools and quantitative data to manage campaigns to success, high customer satisfaction and renewal.
• Work with Global Insights Reporting Team to prepare campaign insights reporting, including analysis and research.
• Manage weekly and finalization strategy and documentation with campaign management and ops.
• Manage customer activity with CRM tools for maximum efficiency and visibility, with carefully executed follow up to closure on open issues.
• Identify and engage opportunities to upsell and cross sell new products, personas and business units within existing customer accounts.
• Focus on ensuring we maintain superior customer service levels, operational excellence and strategic insight.

Manager, Financial Planning & Analysis – FP&A

VP of Strategic Accounts