Managing Director - FP&A SaaS - Private Equity Advisory

1 month ago
Full-time
Lead
Business Intelligence
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 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 preparation of board-ready insights related to 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 and maintain 13-week cash flow forecasts.
  • Oversee development of board-ready reporting packages and deliver clear, data-driven materials to C-suite executives and boards.
  • Advise on sequencing and implementation of FP&A systems and tools (Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, Power BI) and collaborate with Data & Analytics teams.
  • Codify and institutionalize SaaS FP&A playbooks and cohort economics across client engagements.
  • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients while staying informed about emerging AI tools and compliant use cases.
  • Lead multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, target margin performance, and recruit/coach/mentor and promote talent within the practice.
  • Drive business development and market visibility by creating new service offerings, publishing insights, speaking at PE portfolio forums, and leading benchmarking initiatives.

Requirements

  • 15+ years in professional services, including 8–10+ years in SaaS FP&A with Private Equity-backed exposure and board-level engagement.
  • Proven track record of owning annual origination and expansion targets.
  • Deep expertise in SaaS-native KPIs and financial modeling frameworks (ARR, retention metrics, CAC payback, LTV/CAC, etc.).
  • Experience leading multi-workstream programs across multiple portfolio companies simultaneously.
  • Proven ability to deliver clear, data-driven insights and board-ready materials to C-suite executives and boards.
  • Experience with Adaptive, Anaplan, NetSuite, Intacct, Alteryx, Power Query, SQL, Tableau, and Power BI.
  • Demonstrated success collaborating with Data & Analytics teams to produce actionable outputs and insights.
  • Comfort with and demonstrated ability to responsibly explore and adopt firm-approved AI tools; openness to learning emerging technologies and automation.
  • Bachelor’s degree in Accounting or Finance required; MBA or CPA preferred.
  • Willingness to travel up to 30% (travel varies based on client preferences).

Benefits

  • Comprehensive healthcare options including medical, dental, and vision coverage.
  • Flexible spending accounts (FSAs).
  • 401(k) with company matching.
  • Generous parental and maternity leave policies.
  • Technology stipends and wellness reimbursement programs.
  • Remote / flexible work arrangement (role listed as remote).
  • Total rewards package that supports professional growth and personal well-being.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Senior Actuarial Analyst

Oscar 1K-5K Insurance

Senior Actuarial Analyst at Oscar supporting network performance analytics for ACA individual markets to build and refine analytical models that inform budgeting, pricing, and network strategy.

16 hours, 33 minutes ago

Senior Analyst, Actuarial - Valuation

Oscar 1K-5K Insurance

Oscar is hiring a Senior Analyst, Actuarial - Valuation to support valuation processes for Affordable Care Act (ACA) markets by establishing IBNR projections and risk adjustment accruals that inform budgeting, pricing, and company strategy.

Python SQL
1 month ago

Capital Markets Structuring Senior Manager

SoFi 1K-5K Capital Markets

Senior Manager, Capital Markets at SoFi responsible for building and managing Intex and internal cashflow models and leading structuring for securitizations, loan sales, and new financing programs to establish efficient transaction structures.

1 month ago

Pricing Lead, Personal Loans

SoFi 1K-5K Capital Markets

Senior Pricing Leader at SoFi responsible for owning and shaping the end-to-end pricing strategy for the $30B+ Personal Loan portfolio to drive revenue growth, optimize portfolio performance, and balance growth, risk, capital, and compliance while leading a team of data scientists.

Apache Spark Python R SQL Statistics Tableau
1 month ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers