Managing Director - FP&A SAAS - Private Equity Advisory

Managing Director - FP&A Saas - Private Equity Advisory

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 joining our rapidly growing Private Equity practice at CrossCountry Consulting, 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

• Client Delivery : Lead the development and delivery of services in the following areas
• Serve as the primary relationship manager for 35+ 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-ready insights 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.
• Advise clients on sequencing and implementation of FP&A systems and tools, including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, and Power BI.
• Further codify and institutionalize SaaS FP&A playbooks and cohort economics across engagements.
• 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.
• Practice Leadership : Serve as a key leader in the Private Equity practice by
• Overseeing multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, and target margin performance.
• Leading business development efforts and marketing a full range of services to prospective clients, leveraging existing relationships to generate new opportunities.
• Creating new service offerings and delivery methodologies aligned to sponsor needs.
• Publishing insights, speaking at PE portfolio forums, and leading benchmarking initiatives that drive market visibility.
• Recruiting, coaching, and promoting top talent.
• Mentoring team members by providing ongoing feedback, resolving multi-faceted issues, and supporting career progression.

What You'll Bring