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

November 18

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CrossCountry Consulting

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B2B • Finance • Enterprise

CrossCountry Consulting is a business advisory firm that provides integrated solutions for financial and risk management. Their expertise includes technical accounting, financial reporting, operational accounting optimization, and integrated risk management. The company also specializes in technology-enabled transformation, supporting organizations with finance transformation, data transformation, and analytics. CrossCountry Consulting serves various industries such as financial services, life sciences, technology, media, telecommunications, real estate, hospitality, and government contracting. With a focus on strategic finance, the firm helps clients through transactions like IPO readiness, mergers and acquisitions, and divestitures. They aim to create present and future value for businesses by collaborating with CFOs, private equity sponsors, and corporate leaders to solve current challenges and prepare for future success.

501 - 1000 employees

🤝 B2B

💸 Finance

🏢 Enterprise

💰 $1.5M Venture Round on 2021-02

📋 Description

• Lead the development and delivery of services in the following areas: • 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-ready insights 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. • Advise clients on sequencing and implementation of FP&A systems and tools, including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, and Power BI. • Further codify and institutionalize SaaS FP&A playbooks and cohort economics across engagements. • 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. • Serve as a key leader in the Private Equity practice by overseeing multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, and target margin performance. • Leading business development efforts and marketing a full range of services to prospective clients, leveraging existing relationships to generate new opportunities. • Creating new service offerings and delivery methodologies aligned to sponsor needs. • Publishing insights, speaking at PE portfolio forums, and leading benchmarking initiatives that drive market visibility. • Recruiting, coaching, and promoting top talent. • Mentoring team members by providing ongoing feedback, resolving multi-faceted issues, and supporting career progression.

🎯 Requirements

• 15+ years of experience in professional services, including 8–10+ years in SaaS FP&A with Private Equity-backed exposure and board-level engagement. • Proven track record owning annual origination and expansion targets. • Deep expertise in SaaS-native KPIs and financial modeling frameworks. • Experience leading multi-workstream programs across several portfolio companies simultaneously. • Proven ability to deliver clear, data-driven insights and materials to C-suite executives and board members. • 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 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. • Bachelor’s degree in Accounting or Finance; 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 • 401(k) with company matching • generous parental and maternity leave policies • technology stipends • wellness reimbursement programs