Director- FP&A SAAS- Private Equity Advisory

Cross Country Consulting; United States; On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Comprehensive healthcare options

401(k) with company matching

Generous parental and maternity leave policies

Job summary

Cross Country Consulting is seeking a Managing Director to lead client delivery and business development, guiding multiple Private Equity sponsors. The ideal candidate will have over 10 years of SaaS FP&A experience with a strong background in Private Equity engagement and leadership skills.

The role offers comprehensive benefits, including healthcare options, flexible spending accounts, and a 401(k) plan with company matching, aiming to foster both professional and personal growth.

Qualifications

• 10+ years of experience in SaaS FP&A with Private Equity exposure.
• Proven track record owning annual origination and expansion targets.
• Experience leading multi-workstream programs across portfolio companies.

Responsibilities

• Lead client delivery and business development for Private Equity sponsors.
• Oversee multiple delivery teams ensuring quality assurance.
• Recruit, coach, and mentor top talent.

Skills

SaaS FP&A

Private Equity engagement

Executive communication

Data analysis tools (Adaptive, Anaplan)

Strong leadership skills

Education

Bachelor’s degree in Accounting or Finance

MBA or CPA preferred

Tools

Adaptive

Anaplan

SQL

Tableau

Power BI

Job description

As a Managing Director, you will serve as a trusted partner to our clients, leading client delivery, business development, team leadership, and the development of junior team members. You will also contribute as a member of CrossCountry’s leadership team.

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

• 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‑faced 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.

What You’ll Bring

• 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 Summary

The CrossCountry total rewards package includes comprehensive healthcare options—including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Employees also enjoy generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well‑being. For detailed information about benefits at CrossCountry, please visit https://www.crosscountry-consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.