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Director, FP&A – SaaS – Private Equity Advisory
Location
United States
Posted
3 days ago
Salary
0
Seniority
Lead
Job Description
Director, FP&A – SaaS – Private Equity Advisory
CrossCountry Consulting
• 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
Job 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
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