Director- FP&A SAAS- Private Equity Advisory

Role Description

By joining our rapidly growing Private Equity practice, you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As a Managing Director at CrossCountry Consulting, you will be responsible for client delivery, business development, leading teams, and developing junior team members, as well as serving as a member of CrossCountry’s leadership team.

What You’ll Do

• Client Delivery: 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.
• Practice Leadership: 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.

Qualifications

• 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.