Director- FP&A SAAS- Private Equity Advisory

1 month, 1 week ago
Full-time
Lead
Sales and Business Development
CrossCountry

CrossCountry

CrossCountry Consulting provides customized finance, accounting, HR, risk, operations, and technology consulting services to leading organizations, helping them navigate complex challenges and achieve growth.

Professional Services
251-1K
Founded 2011

Description

  • Serve as the primary relationship manager for 3–5+ private equity sponsors, owning origination, expansion, and account strategy across SaaS portfolio companies.
  • Advise CFOs and CEOs on FP&A operating cadence, capital efficiency, and board-level narratives across growth, retention, and cash.
  • Standardize SaaS-native KPIs and modeling frameworks, including ARR waterfalls, net/gross retention, CAC payback, LTV/CAC, and NRR bridges.
  • Implement driver-based planning and rolling forecasts tied to bookings, headcount, capacity, and product economics.
  • Oversee development of board-ready reporting packages and 13-week cash flow forecasts.
  • Guide clients on systems and tooling decisions, including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, and Power BI.
  • Oversee multiple concurrent delivery teams while ensuring quality assurance, risk mitigation, and target margin performance.
  • Recruit, coach, mentor, and promote top talent while supporting career progression and resolving complex issues.
  • Publish insights, speak at PE portfolio forums, and lead benchmarking initiatives to increase market visibility.
  • Create new service offerings and delivery methodologies aligned to sponsor needs and own personal origination and sales targets.

Requirements

  • 10+ years of experience in SaaS FP&A with private equity-backed exposure and board-level engagement.
  • Proven track record of owning annual origination and expansion targets.
  • Strong mastery of SaaS KPIs and CFO operating cadence.
  • Experience leading multi-workstream programs across several portfolio companies simultaneously.
  • Executive communication skills with the ability to deliver crisp, data-driven materials to C-suite leaders and boards.
  • Experience with Adaptive, Anaplan, NetSuite, Intacct, Alteryx, Power Query, SQL, Tableau, and Power BI.
  • Strong experience partnering with Data & Analytics to produce outputs and deliverables.
  • Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
  • Bachelor’s degree in Accounting or Finance; MBA or CPA preferred.
  • Willingness to travel up to 30%, with travel varying based on client preferences.

Benefits

  • Comprehensive healthcare coverage, including medical, dental, and vision.
  • Flexible spending accounts.
  • 401(k) with company matching.
  • Generous parental and maternity leave policies.
  • Technology stipends.
  • Wellness reimbursement programs.

Interested in this position?

Apply directly on the company website

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