Lead FP&A advisory for PE-backed SaaS portfolios: manage client relationships, standardize SaaS KPIs and driver-based planning, deliver board-ready reporting and cash forecasts, guide systems/tooling, oversee multiple delivery teams, embed AI tools, recruit and mentor staff, and own origination and expansion targets.
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.
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
- 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
Client Delivery: Lead the development and delivery of services in the following areas
What You’ll Do
- 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
Practice Leadership: Serve as a key leader in the Practice Equity practice by:
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.
CrossCountry Consulting Los Angeles, California, USA Office
6320 Canoga Avenue, Suite 150, Los Angeles, United States, 91367
Similar Jobs
Business Intelligence • Consulting
The Associate Director of FP&A will lead client engagement for private equity portfolio companies, oversee financial management, forecasting, and team development while driving operational enhancements in finance functions.
Top Skills:
AlteryxExcelPowerPointSQLTableau
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads to understand customers’ insurance needs, recommend appropriate coverages, and convert prospects into policyholders. The role includes paid training and licensing support, requires a Property and Casualty license after hire, and involves remote work on a fixed weekday and weekend schedule. Representatives must deliver persuasive, customer-focused service while meeting sales goals.
Top Skills:
PcWired High-Speed Internet
Beauty • Robotics • Design • Appliances • Manufacturing
Own global compensation cycle administration, system configuration, benchmarking, job architecture, salary structures, pay reporting, equity support, and compensation analysis across the Americas, EMEA, and APAC. Partner with HR, recruiting, payroll, legal, finance, and managers on offers, promotions, pay equity, and transparency requirements. Improve compensation operations through AI and automation, maintain data integrity, and deliver training and communications on compensation programs.
Top Skills:
Artificial IntelligenceAutomationBusiness IntelligenceFidelity PswGoogle SheetsMercerExcelOracle HcmPaveRadford
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
