Sr. Financial Analyst

Intapp powers connected firms. We’re always seeking intellectually curious, collaborative people to help us drive enhanced business performance and top-tier client success.
 

The Senior Financial Analyst is a key member of the finance and ‎operations team supporting Services and Customer Success & Support business units within Intapp. This position is responsible for managing the organizations budgeting system, ‎policies, and processes and working with department budget owners to create and monitor ‎operating budgets. This position is accountable for preparing and providing reports and analysis ‎to senior management and the executive committee. This position is under the supervision of the ‎Director, FP&A and is expected to provide budget and financial ‎analysis identifying areas for improvement and taking initiative to implement and manage ‎processes to support Intapp growth.‎

What you will do:

• Develop and maintain templates and policies related to budget management for Services and Customer Success & Support business units
• Participate in monthly reviews of budget vs actuals.  Gather, document and analyze budget variances.  Provide cause narratives and summarize as needed for executive presentations.
• Ensure compliance with current budget and spending policies, and propose improved policies and systems regarding spending guidelines, cost savings, cost allocation, annual planning, and month end close
• Design and build financial models to support business decisions, including historical data and projected results based on assessment of trends. Structure and extract data to support models.
• Ability to build and understand both CSS and Services capacity models and KPI that impact top line such as utilization and bill rates
• Deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution and visualization dashboards
• Collaborate cross-functionally to understand drivers of trends, clearly communicate actionable insights from data-driven analysis and make recommendations for key business decisions.

 What you will need:

• Bachelor's Degree with extensive quantitative coursework in economics, finance, statistics, etc.;
• 3 - 5 years of budgeting, financial reporting and analysis and financial systems work experience
• Experience in Software as a Service (SaaS) and/or subscription recurring revenue with understanding of how a services organization operate
• Prior experience building, maintaining, and adapting company financial model
• Strong analytical and problem-solving skills, ability to think strategically and creatively, apply business acumen and exercise judgment
• Excellent financial/business modeling skills. Expertise in Excel. Demonstrated ability to create, navigate and explain complex models.
• Proven track record of achievement, self-motivation, initiative and integrity
• Highly productive and efficient. Able to thrive managing multiple projects under tight deadlines in a dynamic environment
• Demonstrated ability to collaborate effectively consistent with Intapp values
• Strong written and oral communication skills
• Advanced skills in Netsuite, Adaptive, Salesforce, Aviso, PowerPoint, and similar systems
• Advance proficiency in Microsoft Excel and SQL and experience with financial systems integration
• Enjoyment of creating & building models, processes, and solutions from scratch.

What you will gain at Intapp:

• Our culture at Intapp emphasizes accountability, responsibility, and growth.  We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Generous Paid Time Off
  • Tuition reimbursement plan