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

🕒 March 31

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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CrossCountry Consulting

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🤝 B2B

💸 Finance

🏢 Enterprise

💰 $1.5M Venture Round on 2021-02

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.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ 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