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CrossCountry Consulting · 4 months ago

Associate Director - FP&A SAAS - Private Equity Advisory

United States

Full-time

Remote

Entry, Mid, Senior Level, Lead/Staff, Director/Executive

9+ years exp

CrossCountry Consulting is an advisory firm dedicated to creating positive experiences for both clients and employees. As an Associate Director in the Private Equity practice, you will serve as a trusted partner to clients, leading teams and developing junior members while delivering tailored solutions to enhance financial operations.

AccountingConsultingFinanceRisk Management

Growth Opportunities

Responsibilities

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 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.)

Prepare 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 and Private Equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service

Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities

Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues

Qualification

FP&A experienceSoftware/SaaS industryFinancial modelingMicrosoft ExcelData analytics toolsClient relationship buildingCPA certificationMentoring team members

Required

9+ 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 significant 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

Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues

Bachelor's degree in accounting or finance

Willingness to travel up to 40%; travel varies based on client preferences