CrossCountry Consulting · 5 hours ago
Managing Director - FP&A SAAS - Private Equity Advisory
United States
Full-time
Remote
Director/Executive
15+ years expCrossCountry Consulting is an advisory firm dedicated to creating positive experiences for clients and employees alike. The Managing Director will serve as a trusted partner to clients in the Private Equity practice, responsible for client delivery, business development, and leading teams while developing junior team members.
AccountingConsultingFinanceRisk Management
Hiring Manager
Oonagh Clarke
Responsibilities
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-ready insights 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
Advise clients on sequencing and implementation of FP&A systems and tools, including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, and Power BI
Further codify and institutionalize SaaS FP&A playbooks and cohort economics across engagements
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
Overseeing multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, and target margin performance
Leading business development efforts and marketing a full range of services to prospective clients, leveraging existing relationships to generate new opportunities
Creating new service offerings and delivery methodologies aligned to sponsor needs
Publishing insights, speaking at PE portfolio forums, and leading benchmarking initiatives that drive market visibility
Recruiting, coaching, and promoting top talent
Mentoring team members by providing ongoing feedback, resolving multi-faceted issues, and supporting career progression
Qualification
Required
15+ years of experience in professional services, including 8–10+ years in SaaS FP&A with Private Equity-backed exposure and board-level engagement
Proven track record owning annual origination and expansion targets
Deep expertise in SaaS-native KPIs and financial modeling frameworks
Experience leading multi-workstream programs across several portfolio companies simultaneously
Proven ability to deliver clear, data-driven insights and materials to C-suite executives and board members
Experience with Adaptive, Anaplan, NetSuite, Intacct, Alteryx, Power Query, SQL, Tableau, and Power BI
Demonstrated success collaborating with Data & Analytics teams to produce actionable outputs and insights
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
Bachelor's degree in Accounting or Finance
Willingness to travel up to 30%; travel varies based on client preferences
Preferred
MBA or CPA
Benefits
Comprehensive healthcare options, including medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs
Company
CrossCountry Consulting
CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.
501-1000 employees
H1B Sponsorship
CrossCountry Consulting has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (7)
2023 (4)
2022 (7)
2021 (15)
2020 (10)
Funding
Current Stage
Late StageTotal Funding
$1.5M2022-12-06Acquired
2021-02-11Series Unknown· $1.5M
Leadership Team
Erik Linn
Co-Founder and Managing Partner
Amy M. Seibel
Chief Financial Officer
Recent News
2025-12-09
Company data provided by crunchbase