CrossCountry Consulting
Director- FP&A SAAS- Private Equity Advisory
United States · Remote · Director · Full-time · Posted Jul 1, 2026
- Experience
- 10+ years in SaaS FP&A with Private Equity-backed exposure and board-level engagement.
- Education
- Bachelor’s degree in Accounting or Finance; MBA or CPA preferred.
About the job
Leads client delivery, sponsor relationships, practice growth, and teams delivering SaaS FP&A advisory services to private equity sponsors and their portfolio companies.
What you'll do
- Advise CFOs and CEOs on SaaS FP&A, operating cadence, planning, forecasting, cash flow, and board reporting.
- Lead multiple delivery teams and develop SaaS FP&A playbooks, service offerings, and client solutions.
- Own sponsor relationships, origination and sales targets, and practice leadership activities including recruiting and mentoring.
What they ask for
- 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.
- Experience leading multi-workstream programs across several portfolio companies simultaneously.
- Bachelor’s degree in Accounting or Finance; experience with the listed planning, analytics, and reporting tools.
Nice to have
- MBA or CPA.
Tools
Adaptive, Anaplan, NetSuite, Intacct, Alteryx, Power Query, SQL, Tableau
AI focus
Use firm-approved AI tools for diagnostics, variance analysis, and narrative generation; explore compliant ways to improve client solutions and internal processes while following data protection and IP policies.
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