Director, FP&A – SaaS – Private Equity Advisory

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🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💸 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

• 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-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 pragmatic sequencing of systems and tooling including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, and Power BI • - Further codify and institutionalize SaaS FP&A playbooks and cohort economics across engagements • Serve as a key leader in the Practice Equity practice by: • - Oversee multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, and target margin performance • - Embed firm-approved AI tools to accelerate diagnostics, variance analysis, and narrative generation in accordance with data protection and IP policies • - Stay informed about emerging AI techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes • - Recruit, coach, and promote top talent • - Mentor team members by providing ongoing feedback, resolving multi-faceted issues, and supporting career progression • - Publish insights, speak at PE portfolio forums, and lead benchmarking initiatives that drive market visibility • - Create new service offerings and delivery methodologies aligned to sponsor needs • - Own personal origination and sales targets; steward pipeline and contribute to firm growth

🎯 Requirements

• 10+ years of experience in SaaS FP&A with Private Equity-backed exposure and board-level engagement • Proven track record owning annual origination and expansion targets • Mastery of SaaS KPIs and CFO operating cadence • Experience leading multi-workstream programs across several portfolio companies simultaneously • Executive communication skills with ability to deliver crisp, data-driven materials to C-suite 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%; 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