Director, FP&A – SaaS – Private Equity Advisory

CrossCountry Consulting

Managing Director driving financial planning and analysis for Private Equity clients at CrossCountry Consulting. Overseeing client delivery, team management, and business development.

Posted 7/1/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS KPIsCapital EfficiencyDriver-Based PlanningRolling ForecastsBoard-Level ReportingVariance AnalysisData-Driven MaterialsCohort EconomicsAI Tool AdoptionMulti-Workstream Program Leadership

Soft Skills

Relationship ManagementMentoringCoachingProblem SolvingCommunication

Certifications

Bachelor’s Degree in Accounting or FinanceMBACPA