Director- FP&A SAAS- Private Equity Advisory

CrossCountry Consulting LLC; United States; Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Healthcare options

Dental & Vision coverage

401(k) with company match

Parental & maternity leave

Technology stipends

Wellness reimbursement

Job summary

CrossCountry Consulting LLC is seeking a senior leader to drive client delivery in SaaS FP&A for Private Equity portfolios. You’ll own origination, expansion, and strategy across sponsors, advising CFOs/CEOs on cadence, capital efficiency, and board narratives.

You will standardize SaaS KPIs, implement rolling forecasts, and oversee board-ready reporting for multiple portfolio companies, while applying AI tools to elevate diagnostics and outputs.

Qualifications

• 10+ years of experience in SaaS FP&A with Private Equity-backed exposure
• 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 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%

Responsibilities

• Lead development and delivery of services for Private Equity sponsors in SaaS
• Advise CFOs and CEOs on FP&A cadence, capital efficiency, and board narratives
• Standardize SaaS KPIs and modeling frameworks
• Implement driver-based planning and rolling forecasts tied to bookings and headcount
• Oversee board-ready reporting packages and 13-week cash flow forecasts
• Guide clients on tools including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, Power BI
• Codify SaaS FP&A playbooks and cohort economics across engagements
• Oversee multiple delivery teams ensuring quality and margin targets
• Embed firm-approved AI tools to accelerate diagnostics and narrative generation
• Stay informed about emerging AI techniques and compliant opportunities
• Recruit, coach, and promote top talent
• Mentor team members and support career progression
• Publish insights, speak at PE portfolio forums, and lead benchmarking initiatives
• Create new service offerings and own origination and sales targets

Skills

Relationship management

FP&A expertise

SaaS KPIs

Board-level storytelling

AI tooling adoption

Mentoring

Talent development

Executive communication

Education

Bachelor’s degree in Accounting or Finance; MBA or CPA preferred

Tools

Adaptive

Anaplan

NetSuite

Intacct

Alteryx

Power Query

SQL

Tableau

Power BI

Job description

What You’ll Do

Client Delivery:Lead the development and delivery of services in the following areas

• Serve as the primary relationship managerfor3–5+Private Equity sponsors, owning origination, expansion, and account strategy across SaaS portfolio companies

• AdviseCFOs 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, andproducteconomics

• 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

What You’ll Do

Practice Leadership:Serve as a key leader in thePractice Equitypractice 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 generationin accordance withdata protection and IP policies

• Stay informed about emerging AI techniques and collaborate with firm leadership toidentifycompliant 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 andsalestargets; 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

• Proventrack recordowning annual origination and expansion targets

• Mastery of SaaSKPIsand 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

• Experiencewith Adaptive, Anaplan, NetSuite, Intacct,Alteryx, Power Query,SQL, Tableau, and Power BI

• Strong experience partnering with Data & Analyticsto 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. Additionally, employees can take advantage of 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 our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employeesand 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.