Associate Director – FP&A, SaaS, Private Equity Advisory

🕒 Março 31

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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CrossCountry Consulting

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

🤝 B2B

💸 Finanças

🏢 Corporativo

💰 $1.500.000 Venture Round em 2021-02

B2B • Finance • Enterprise

A CrossCountry Consulting é uma empresa de consultoria empresarial que oferece soluções integradas para gestão financeira e de riscos. Sua expertise inclui contabilidade técnica, reporting financeiro, otimização da contabilidade operacional e gestão integrada de riscos. A empresa também é especializada em transformação habilitada por tecnologia, apoiando organizações com transformação de finanças, transformação de dados e analytics. A CrossCountry Consulting atende a diversos setores, como serviços financeiros, ciências da vida, tecnologia, mídia, telecomunicações, mercado imobiliário, hotelaria e contratos governamentais. Com foco em finanças estratégicas, a empresa apoia clientes em operações como preparação para IPO, fusões e aquisições (M&A) e desinvestimentos. Seu objetivo é gerar valor presente e futuro para os negócios, colaborando com CFOs, investidores de private equity e líderes corporativos para resolver desafios atuais e preparar o caminho para o sucesso futuro.

Descrição

• Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function. • Lead the implementation of a portfolio support capability, including the development of bottoms-up annual budgets and forecasts utilizing operational drivers and key metrics for the Software / SaaS industry (bookings, headcount, etc.). • Prepare financial management reports across a variety of key metrics including ARR, bookings, and headcount, comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results. • Assess the current state and build or modify analytical resources, tools, models, metrics, and methodologies to enhance decision-making support. This includes building ARR roll-forward models / snowballs detailing key movements and to better understand gross and net retention. • Review and assist with cash management including the development of monthly and 13-week cash flow forecasts. • Effectively transition solutions back to private equity portfolio companies. • Develop and maintain relationships with portfolio company representatives and Private Equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service. • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards. • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes. • Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities. • Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues.

🎯 Requisitos

• 9+ years’ experience in FP&A preferably in a Private Equity backed company • Software / SaaS industry experience • Consistent success in building and developing strong client relationships • Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet and statement of cash flow • Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards • Advanced expertise in Microsoft Excel (e.g., advanced formulas, pivot tables, etc.) and PowerPoint • Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) a plus • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards • Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues • Bachelor’s degree in accounting or finance • CPA is a plus • Willingness to travel up to 40%; travel varies based on client preferences.

🏖️ Benefícios

• comprehensive healthcare options, including medical, dental, and vision coverage • flexible spending accounts • 401(k) with company matching • generous parental and maternity leave policies • technology stipends • wellness reimbursement programs