Director- Strategy & Planning

Job Description

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.

• 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 KPIs and dashboards to monitor the progress of corporate initiatives.
• Portfolio Management: Partner with Product teams to 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.

• 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 a 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.
• Thriv…