Manager (FP&A SAAS) - Private Equity Advisory

CrossCountry; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a talented FP&A professional to join their dynamic team. This role involves enhancing the finance function for private equity portfolio companies, developing budgets, and building complex financial models. With a commitment to collaboration and excellence, you'll work closely with clients to drive operational enhancements and provide insightful financial analysis. The company offers a supportive environment that values professional growth, making it an ideal place for those looking to make a significant impact in the financial landscape. Join a firm recognized for its unique culture and dedication to its employees.

Benefits

Comprehensive healthcare options

401(k) with company matching

Generous parental and maternity leave

Technology stipends

Wellness reimbursement programs

Qualifications

• 5+ years in FP&A, preferably in a Private Equity backed company.
• Strong analytical skills with experience in financial modeling.

Responsibilities

• Serve clients within the CFO office, enhancing finance function effectiveness.
• Lead implementation of support capabilities and develop budgets.

Skills

Financial Planning & Analysis (FP&A)

Client Relationship Management

Analytical Skills

Modeling Skills

Revenue Recognition Knowledge

Education

Bachelor's degree in Accounting or Finance

CPA

Tools

Microsoft Excel

PowerPoint

Tableau

Alteryx

SQL

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.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

What You'll Do:

• Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function.
• Lead parts of the implementation of a portfolio support capability, including the development of bottoms-up annual budgets and forecasts utilizing operational drivers and key metrics for the Software / SaaS industry (bookings, headcount, etc.).
• Assist with the preparation of financial management reports across a variety of key metrics including ARR, bookings, and headcount, comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results.
• Assess the current state and build or modify analytical resources, tools, models, metrics, and methodologies to enhance decision-making support. This includes building ARR roll-forward models / snowballs detailing key movements and to better understand gross and net retention.
• Review and assist with cash management including the development of monthly and 13-week cash flow forecasts.
• Effectively transition solutions back to private equity portfolio companies.
• Develop and maintain relationships with portfolio company representatives, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service.
• Mentor team members by coaching colleagues and help project teams resolve multi-faceted issues.

What You'll Bring:

• 5+ years’ experience in FP&A preferably in a Private Equity backed company.
• Software / SaaS industry experience.
• Consistent success in building and developing strong client relationships.
• Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet and statement of cash flow.
• Strong analytical and modeling skills with experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards.
• Advanced expertise in Microsoft Excel (e.g., advanced formulas, pivot tables, etc.) and PowerPoint.
• Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) a plus.
• Experience helping project teams resolve multi-faceted issues.
• Bachelor’s degree in accounting or finance.
• CPA is a plus.
• Willingness to travel up to 40%; 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: here.

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, diverse, 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 status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.