Director- FP&A SAAS- Private Equity Advisory
United States
Full-Time
Senior (7+ yrs)
Finance & Accounting
Leadership
Posted on July 1, 2026
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: 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: Serve as a key leader in the Practice Equity practice 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 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
- 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
Company: CrossCountry Consulting
Provides customized finance, accounting, human capital management, risk, operations and technology consulting services to leading organizations facing complex change.
501-1000 employees
Consulting & Strategy
HQ: United States
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