Integration Appliance - Charlotte, NC
posted about 2 months ago
The Senior Financial Analyst is a pivotal member of the finance and operations team at Intapp, specifically supporting the Services and Customer Success & Support business units. This role is integral to managing the organization's budgeting system, policies, and processes, and involves close collaboration with department budget owners to create and monitor operating budgets. The Senior Financial Analyst is accountable for preparing and providing comprehensive reports and analyses to senior management and the executive committee, ensuring that financial insights are effectively communicated and utilized in decision-making processes. Under the supervision of the Director of FP&A, this position is expected to identify areas for improvement in budgeting and financial analysis, taking the initiative to implement and manage processes that support Intapp's growth objectives. In this role, the Senior Financial Analyst will develop and maintain templates and policies related to budget management for the Services and Customer Success & Support business units. They will participate in monthly reviews of budget versus actuals, gathering, documenting, and analyzing budget variances, and providing cause narratives and summaries for executive presentations. Ensuring compliance with current budget and spending policies is crucial, and the analyst will propose improved policies and systems regarding spending guidelines, cost savings, cost allocation, annual planning, and month-end close. Additionally, the analyst will design and build financial models to support business decisions, utilizing historical data and projected results based on trend assessments. They will also be responsible for delivering end-to-end reporting solutions for clients, which includes KPI/metric selection, back-end data solutions, and visualization dashboards. Collaboration across functions is essential, as the Senior Financial Analyst will need to understand the drivers of trends, clearly communicate actionable insights from data-driven analyses, and make recommendations for key business decisions. This role requires a strong analytical mindset, excellent financial modeling skills, and the ability to thrive in a dynamic environment while managing multiple projects under tight deadlines.