CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

Manager – FP&A SaaS - Private Equity Advisory

Corporate Finance & FP&AConfirmed live in the last 24 hours

Full-timeRemote in USANo salary listed

About the Job

Requirements

At least 5 years of experience in financial planning and analysis, preferably in a private equity-backed company.
Experience in the Software/SaaS industry.
Consistent success building and developing strong client relationships.
Experience conversing with Controller groups and accounting teams, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheets, and statements of cash flow.
Strong analytical and modeling skills, including experience building complex financial models for analysis and forecasting and the ability to summarize key data into executive dashboards.
Advanced expertise in Microsoft Excel, including advanced formulas and pivot tables, and PowerPoint.
Comfort with AI, demonstrated by the ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
A continuous learning mindset, including openness to learning and applying emerging technologies such as AI and automation in alignment with firm policies and client standards.
A bachelor's degree in accounting or finance.
Willingness to travel up to 40%; travel varies based on client preferences.

Responsibilities

Serve clients within the Office of the CFO at private equity portfolio companies by creating a diagnostic framework and enhancing finance-function effectiveness.
Lead parts of implementing a portfolio support capability, including developing bottoms-up annual budgets and forecasts using operational drivers and key Software/SaaS industry metrics such as bookings and headcount.
Assist in preparing financial management reports across 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, including ARR roll-forward models detailing key movements and gross and net retention.
Review and assist with cash management, including developing 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 client service.
Contribute to developing and implementing firm-approved, AI-enabled client solutions in accordance with company policies on data protection, intellectual property, and professional standards.
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
Mentor team members by coaching colleagues and helping project teams resolve multifaceted issues.

Desired Qualifications

Knowledge of data analytics and related tools such as Tableau, Alteryx, and SQL.
CPA credential.

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.

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.
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
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.
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
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: 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

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