The Manager of FP&A will enhance finance functions for private equity portfolio companies by developing budgets, forecasts, and financial reports, while mentoring team members and maintaining client relationships.
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.
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.
CrossCountry Consulting Los Angeles, California, USA Office
6320 Canoga Avenue, Suite 150, Los Angeles, United States, 91367
Similar Jobs
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Develops new business within major Health Life Sciences accounts, manages executive customer relationships, leads cross-functional virtual teams, aligns ServiceNow solutions to strategic outcomes, expands worldwide account resources, builds client relationships, and achieves license, renewal, and professional services revenue targets.
Top Skills:
Artificial IntelligenceCustomer Service ManagementIt Operations ManagementIt Service ManagementSecurity OperationsServicenow
Artificial Intelligence • Big Data • Healthtech • Software • Biotech
Lead biopharma business development across the US West Coast and Central States, acquiring pharmaceutical and biotechnology customers and expanding strategic accounts. Build and manage Salesforce pipeline, develop proposals, negotiate agreements, and close projects involving genomic assays, biomarker discovery, clinical trial assays, precision medicine, and companion diagnostics. Collaborate with scientific, commercial, and operational teams to shape customer solutions. Travel domestically and internationally approximately 30% of the time.
Top Skills:
Companion Diagnostics (Cdx)Next-Generation Sequencing (Ngs)SalesforceSophia Ddm
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Lead incident response consulting engagements, including client scoping, forensic and malware investigations, threat hunting, remediation planning, and executive communications. Coach junior analysts conducting host and network forensics across Windows, macOS, and Linux. Develop recommendations to improve clients’ security posture, produce reports for stakeholders and legal counsel, contribute thought leadership, and travel up to 30% as needed.
Top Skills:
Artificial IntelligenceAWSBro/ZeekGoogle Cloud PlatformLinuxmacOSMalware AnalysisAzureNetwork ProtocolsSuricataWindows
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
