CrossCountry Consulting

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

CrossCountry Consulting

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Lead

Tech Stack

SQLTableau

About the role

  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
SaaS FP&Afinancial modeling frameworksSaaS-native KPIsdata-driven insightsdriver-based planningrolling forecastsannual originationexpansion targetscash flow forecastingmulti-workstream program management
Soft skills
relationship managementleadershipmentoringcoachingbusiness developmentcommunicationquality assurancerisk mitigationproblem-solvingcollaboration
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceMBACPA