Director- FP&A SAAS- Private Equity Advisory

CrossCountry Consulting LLC; United States; On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Comprehensive healthcare options

Flexible spending accounts

401(k) with company matching

Generous parental and maternity leave

Job summary

CrossCountry Consulting is seeking a Managing Director to lead client delivery and business development in their Private Equity practice. Responsibilities include managing relationships with Private Equity sponsors and guiding financial planning processes. The ideal candidate will have 10+ years of SaaS FP&A experience and a strong background in leading teams and client engagement.

This role offers an opportunity to impact business growth, mentor junior team members, and develop integrated solutions for the firm's clients.

Qualifications

• 10+ years of experience in SaaS FP&A with Private Equity exposure.
• Proven track record owning origination and expansion targets.
• Strong experience partnering with Data & Analytics.

Responsibilities

• Serve as the primary relationship manager for Private Equity sponsors.
• Advise CFOs and CEOs on FP&A operating cadence.
• Oversee multiple concurrent delivery teams to ensure quality and performance.

Skills

SaaS FP&A experience

Executive communication skills

Experience with AI tools

Data-driven decision making

Education

Bachelor’s degree in Accounting or Finance

MBA or CPA preferred

Tools

Adaptive

Anaplan

NetSuite

SQL

Tableau

Power BI

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

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.

Client Delivery

• 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-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

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. 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 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.