The Role
Lead FP&A advisory for PE-backed SaaS portfolios: manage client relationships, standardize SaaS KPIs and driver-based planning, deliver board-ready reporting and cash forecasts, guide systems/tooling, oversee multiple delivery teams, embed AI tools, recruit and mentor staff, and own origination and expansion targets.
Summary Generated by Built In
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.
What You’ll Do
- 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
Client Delivery: Lead the development and delivery of services in the following areas
What You’ll Do
- 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
Practice Leadership: Serve as a key leader in the Practice Equity practice by:
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 our dedicated benefits site: 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.
Skills Required
- 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 (ARR waterfalls, retention, CAC payback, LTV/CAC, NRR bridges)
- Experience leading multi-workstream programs across multiple portfolio companies
- Executive communication skills; 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 teams to produce deliverables
- Demonstrated ability to responsibly explore and adopt firm-approved AI tools
- Bachelor's degree in Accounting or Finance
- MBA or CPA
- Willingness to travel up to 30%
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The Company
What We Do
CrossCountry Consulting is a trusted business advisory firm that provides customized finance, accounting, human capital management, risk, operations and technology consulting services to leading organizations facing complex change. We partner with our clients to help them navigate pressing business challenges and achieve goals related to improving operations, minimizing risks and enabling future growth.
