Intapp · 4 hours ago
Strategy & Planning Director
Palo Alto, CA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expIntapp is the Vertical AI leader for Professional and Financial Services, and they are seeking a Strategy & Planning Director to support corporate planning and strategic initiatives. This role involves collaborating with management and cross-functional teams to translate long-term strategies into actionable plans and drive financial forecasting.
Business DevelopmentConsultingData IntegrationFinancial ServicesLegalProfessional ServicesRisk ManagementSoftware
Responsibilities
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, including budget forecasting, scenario analysis, and long-term financial projections
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
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
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
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
Support budget allocation and investment decisions across departments, assessing the financial impact of strategic initiatives and making recommendations for optimization
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
Qualification
Required
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
Education: Bachelor's degree in Finance, Business Administration, Economics, or STEM
Preferred
MBA or relevant advanced degree is highly preferred
Benefits
Reimbursement for training and continuing education
Complimentary lunches
Fully stocked kitchens
Comprehensive wellness and flexible time off programs
Family-formation benefits
Paid volunteer time off
Donation matching program
Company
Intapp
Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services.
1001-5000 employees
H1B Sponsorship
Intapp has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (6)
2022 (17)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
unknown2021-06-29IPO
2017-04-12Private Equity
2013-02-05Private Equity
Leadership Team
John Hall
CEO
Thad Jampol
Co-Founder / Chief Product Officer
Recent News
2025-11-08
2025-11-05
Company data provided by crunchbase