Senior Finance Transformation Analyst, Intapp
Bringng the power of Applied AI to firm professionals
Open for applications
Bringng the power of Applied AI to firm professionals
1001+ employees
Open for applications
1001+ employees
Company mission
To help professionals turn knowledge, relationships, and operational insights into value.
Role
Who you are
- The ideal candidate combines strong accounting and financial reporting expertise with advanced data analytics and automation capabilities to streamline workflows, enhance financial reporting, and support transformation initiatives across finance systems and processes
- Minimum of 7 years experience with solid accounting background and advanced proficiency in Microsoft Excel, including VBA/macros
- Advanced SQL skills for data extraction and transformation
- Experience with Claude or other similar tools and Alteryx and/or KNIME or other similar workflow automation and data transformation tool
- Experience with dashboard development using Tableau or similar BI or data science tools
- Strong problem-solving skills with a systematic approach to debugging and root cause analysis
- Excellent documentation practices and ability to communicate technical concepts to non-technical stakeholders
- Excellent communication and interpersonal skills, with the ability to interact with all levels of management
- Strong analytical and problem-solving abilities
- Experience at Big 4 accounting firms or equivalent and experience in the corporate accounting function at a public company environment with requirements to comply with SOX
What the job involves
- Intapp is seeking a highly analytical and technically skilled Finance Transformation Senior Analyst to support modernization and scale our global accounting organization. This role will work closely with various teams within the controllership organization to improve financial processes, month end close processing, implement scalable data solutions, and enable data-driven decision making
- This position will report to the Corporate Controller
- Automate month-end close tasks such as journal entries, account reconciliations, and financial reporting workflows by using data automation and workflow tools to minimize manual work
- Conduct business analysis and cross-functional stakeholder interviews with accounting, tax, procurement and finance to identify process gaps and recommend process improvements
- Support finance transformation initiatives focused on improving efficiency, transparency, and scalability of financial data and reporting processes
- Develop and manage project plans, timelines, and deliverables to ensure successful execution of transformation initiatives
- Collaborate with cross-functional teams across Accounting and Finance organizations to implement innovative solutions aligned with strategic objectives
- Ensure transformation initiatives maintain strong internal controls and regulatory compliance (e.g., SOX)
- Apply deep understanding of US GAAP accounting standards and financial reporting processes to ensure transformation initiatives support accurate financial reporting
- Leverage AI and automation tools to enhance financial data analysis, streamline workflows, and improve decision-making
Our take
The professional and financial services industries face a lot of challenges, and Intapp helps firms bring everything together in one cloud-based platform, connecting people, processes, and data so they can make better decisions, work more efficiently, and reduce risk. Its software is built specifically for firms like law, accounting, consulting, private capital, and investment banking, so they can manage everything from deals and clients onboarding to compliance and billing.
Intapp has grown its platform through a number of acquisitions, which have added new tools for collaboration, billing, and deal management, It's also focused on Ai-powered features, helping firms use their data smarter and automate routine tasks. And partnerships with companies like Microsoft Azure and other data providers strengthen the platform even further, making is easier for firms to connect systems and get insights.
Founded in 2000, Intapp went public in 2021 and now serves more than 2,6000 firms worldwide. Its cloud business is growing steadily, and more of its tools now include AI and automation to make work faster and simpler. With its continued focus ons amrt, industry-specific solutions, the company is well positioned to stay a leader in helping professional and financial firms run more efficiently in a fast-changing world.
Steph
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Company benefits
- Time away: In addition to generous paid time off, we recognize most major regional holidays.
- Flexibility: Intapp provides a highly flexible work environment to help employees successfully juggle work, wellness, and personal obligations.
- Wellness: Wellness is about being healthy and balanced in all areas of your life. We provide medical benefits for you and your family that offer quality, flexibility, and value.
- Saving and investing: We offer a variety of savings and investment programs to help you plan for the future and reach your financial goals.
- Family: We strive to be a great place to work for those with families. Benefits like paid parental leave, including adoptive leave, make it easier to take time off to welcome your new addition.
- Growth: We offer a variety of trainings and opportunities to help you increase your knowledge, build new skills, and take charge of your career.
Company HQ
Ventura, Palo Alto, CA
Leadership
Thad Jampol
(Co-Founder & CPO)Prior to co-founding Intapp in 2000, Thad received a BS in Computer Science from the University of California, Los Angeles.
David Morton
(CFO & Executive VP)David joined Intapp in 2023 as an Executive VP and CFO. Prior to this, he was an Executive VP and CFO at DigiCert and Anaplan. He also spent a brief stint at Tesla as a Chief Accounting Officer.
Don Coleman
(COO)Prior to joining Intapp in 2003, Don was a Director of Business and Corporate Development at Excite@Home. Her also co-founded the Stanford Student Enterprises and served as the CEO for 1 year.
Share this job
View 15 more jobs at Intapp