Managing Consultant (FP&A SAAS) - Private Equity Advisory

Remote; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare

401(k) with company matching

Parental and maternity leave

Technology stipend

Wellness reimbursement

Job summary

CrossCountry in San Francisco seeks an experienced FP&A professional to support private equity portfolio companies in the Software/SaaS sector. You will build diagnostics, budgets, forecasts, and dashboards, translating complex data into actionable insights for CFOs and portfolio teams.

The role emphasizes ARR, bookings, headcount, cash flow forecasting, and model development. Travel up to 40% and collaboration with cross-functional teams to deliver value across portfolios, mentoring colleagues

Qualifications

• 5+ years in FP&A, preferably in a Private Equity backed company.
• Software/SaaS industry experience.
• Strong client relationships.
• Experience communicating with Controller group and understanding revenue drivers.
• Advanced Excel and PowerPoint skills.
• Knowledge of data analytics tools (Tableau/Alteryx/SQL) a plus.
• CPA is a plus.
• Willingness to travel up to 40%.

Responsibilities

• Create diagnostic framework for portfolio companies' finance functions.
• Lead parts of portfolio support via budgets/forecasts using operational drivers for Software/SaaS (ARR, bookings, headcount).
• Prepare financial management reports (ARR, bookings, headcount) comparing actuals to forecasts and budgets.
• Build/modify analytical resources, models, and dashboards to aid decision-making (ARR roll-forwards).
• Develop cash flow forecasts (monthly and 13-week).
• Transition solutions back to portfolio companies.
• Maintain relationships with portfolio company reps; collaborate with CrossCountry team.
• Mentor team members and help project teams resolve issues.

Skills

FP&A

Private Equity

SaaS

Client relationships

Revenue recognition

Excel advanced

PowerPoint

SQL

Data analytics

Travel 40%

Education

Bachelor's degree in accounting or finance

Tools

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 linked 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.