CrossCountry Consulting
Manager - FP&A SAAS - Private Equity Advisory
United States · Remote · Manager · Full-time · Posted Oct 2, 2019
- Experience
- 5+ years’ experience in FP&A; experience in a Private Equity backed company is preferred.
- Education
- Bachelor’s degree in accounting or finance.
About the job
Leads FP&A advisory work for private equity portfolio companies, improving finance functions through budgeting, forecasting, reporting, modeling, and cash management.
What you'll do
- Develop budgets and forecasts using SaaS operational drivers; prepare financial reports and ARR roll-forward models.
- Assess and improve finance analytics, tools, models, and cash forecasts, then transition solutions to portfolio companies.
- Build client relationships, mentor team members, and contribute to firm-approved AI-enabled client solutions.
What they ask for
- 5+ years’ experience in FP&A; private equity-backed company experience 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 data analytics tools such as 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 responsibly adopt approved AI tools to improve productivity and innovation, following data protection, intellectual property, and professional standards.
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