Strategy & Planning Director

Intapp•Palo Alto, CA

17h

About The Position

Intapp is the Vertical AI leader for Professional and Financial Services. Our Strategy & Planning team shapes corporate strategy and drives planning across Business Units, Industry teams, and Go-To-Market functions. The Strategy & Planning Director will support corporate planning, align strategic initiatives with financial objectives, and ensure execution across the organization—directly influencing growth and operational excellence. In addition, this person will also support cross-company strategic initiatives of C-Suite visibility. This role requires close collaboration with management and cross-functional teams to translate the company’s long-term strategies into actionable plans, drive financial forecasting, and support informed decision-making. Reports to the Senior Director of Strategy & Planning.

Requirements

Strong quantitative, qualitative, and problem-solving skills
Exceptional communication and storytelling skills; ability to create executive-level presentations using PowerPoint and data visualization tools (e.g., Tableau)
Ability to lead cross-functional initiatives and influence stakeholders at all levels
Demonstrated ability to deliver high-quality finished work in self-standing manner under tight timelines
Superior communication skills; ability to create clear and compelling lines of argument
Self-starter with the ability to manage multiple projects simultaneously, with a tolerance for ambiguity and working in a highly dynamic environment
Proven ability to influence senior stakeholders and collaboratively lead cross-functional teams through ambiguity in a team environment across time zones and geographies
Thrives in a collaborative, high-growth environment and embraces innovation
10+ years of experience in corporate planning, strategic finance, or management consulting, with a track record of successfully leading planning initiatives, especially large scale, in a fast-paced environment
Experience with SaaS businesses / business models
Experience with both early-stage / incubating business models as well as mature / “performance zone” businesses
Capable of both big-picture thinking and detail-oriented execution, with the ability to link financial insights to strategic objectives.
Proactive in identifying potential issues and finding solutions that balance business and financial need
Thrives in a dynamic, high-growth environment with changing priorities and ambiguity
Demonstrated ability to inspire and develop teams, fostering a collaborative culture
Proficiency with data visualization tools (e.g., Power BI, Tableau) and financial software
Bachelor’s degree in Finance, Business Administration, Economics, or STEM; an MBA or relevant advanced degree is highly preferred.

Nice To Haves

Bachelor’s degree in Finance, Business Administration, Economics, or STEM; an MBA or relevant advanced degree is highly preferred.

Responsibilities

Corporate Strategic Planning: Lead the refinement of the corporate planning process to align strategic goals with actionable financial objectives
Financial Forecasting and Modeling: Develop and implement advanced financial models in partnership with Finance to support the planning process, including budget forecasting, scenario analysis, and long-term financial projections
Performance Management: Collaborate with department heads to establish benchmarks, track progress, and provide regular performance insights to executive leadership, including development of key performance indicators (KPIs) and dashboards to monitor the progress of corporate initiatives
Portfolio Management: Partner with Product teams to help manage portfolio investments at both an individual BU and cross-BU level, for both mature / “performance zone” products as well as new / “incubation zone” initiatives
Cross-Functional Collaboration: Act as a liaison between corporate planning and other departments, including Finance, Product, Sales, and Operations, to ensure all teams are aligned on strategic priorities
Executive Reporting and Presentations: Deliver comprehensive reports, presentations, and strategic recommendations to Executives that communicate the status of initiatives, financial performance, and areas for improvement to inform investment decisions and resource allocation
Resource Allocation and Investment Analysis: Support budget allocation and investment decisions across departments, assessing the financial impact of strategic initiatives and making recommendations for optimization
Risk Management: Identify potential financial and operational risks to the corporate strategy. Develop risk mitigation plans and ensure contingency plans are in place to address unforeseen challenges

Benefits

Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family.
Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.

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