CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

Director, FP&A SaaS Private Equity Advisory

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-timeRemote in USANo salary listed

About the Job

Requirements

At least 10 years of experience in SaaS FP&A, with Private Equity-backed exposure and board-level engagement.
A proven track record of 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 and the ability to deliver concise, data-driven materials to C-suite executives 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.
A bachelor's degree in Accounting or Finance.
Willingness to travel up to 30%; travel varies based on client preferences.

Responsibilities

Serve as the primary relationship manager for 3–5 or more 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.
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 intellectual property 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 multifaceted issues, and supporting career progression.
Publish insights, speak at Private Equity 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 the pipeline, and contribute to firm growth.

Desired Qualifications

An MBA or CPA.

CrossCountry Consulting is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join CrossCountry, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

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

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

What You’ll Do

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

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.

About the Company

CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

CrossCountry Consulting provides tailored advisory services for finance leaders, primarily the office of the CFO, private equity sponsors, and other corporate executives. Its offerings cover digital transformation, transaction management, and ESG standards, delivered through bespoke consulting engagements that align with each client's long-term objectives. The firm works by partnering closely with client teams to diagnose issues, design strategies, and implement solutions, using a hands-on, collaborative approach. Compared with other financial consultancies, CrossCountry stands out through highly customized engagements, a people-first culture, and a clear focus on aligning work with the client's strategic goals. The goal is to help mid-sized and large enterprises navigate financial change, improve performance, and achieve their strategic targets.

Company size: 1,001-5,000
Company stage: Early VC
Total funding: $1.5M
Headquarters: Tysons, VA
Founded: 2011

Recently Posted Jobs

Explore more opportunities at CrossCountry Consulting

See more jobs