CrossCountry Consulting
Associate Director - FP&A SAAS - Private Equity Advisory
United States · Remote · Director · Full-time · Posted Mar 6, 2024
- Experience
- 9+ years’ experience in FP&A; preferably in a Private Equity-backed company.
- Education
- Bachelor’s degree in accounting or finance.
About the job
Leads FP&A and finance-function improvements for private equity portfolio companies in the Software/SaaS industry, while managing teams, client relationships, and business development.
What you'll do
- Lead budgets, forecasts, financial reporting, and cash-flow planning using Software/SaaS operating metrics.
- Assess and improve finance models, tools, and reporting, including ARR roll-forward models and retention analysis; transition solutions to clients.
- Develop client relationships, mentor team members, support business development, and contribute to firm-approved AI-enabled solutions.
What they ask for
- 9+ years’ experience in FP&A; experience in a Private Equity-backed company is preferred.
- Software / SaaS industry experience.
- Strong financial modeling and analytical skills, including executive dashboards; advanced expertise in Microsoft Excel and PowerPoint.
- Bachelor’s degree in accounting or finance.
Nice to have
- Knowledge of Tableau, Alteryx, or SQL; CPA is a plus.
- Experience in a Private Equity-backed company.
Tools
Microsoft Excel, PowerPoint, Tableau, Alteryx, SQL
AI focus
Contribute to firm-approved AI-enabled client solutions and explore compliant uses of AI and automation to improve productivity and internal processes.
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