Manager - FP&A SAAS - Private Equity Advisory

Manager - FP&A SAAS - Private Equity Advisory

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In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

• Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function.
• Lead parts of the implementation of a portfolio support capability, including the development of bottoms‑up annual budgets and forecasts utilizing operational drivers and key metrics for the Software / SaaS industry (bookings, headcount, etc.).
• Assist with the preparation of financial management reports across a variety of key metrics including ARR, bookings, and headcount, comparing current actual and year‑to‑date performance with prior year results, forecasts, and budgeted results.
• Assess the current state and build or modify analytical resources, tools, models, metrics, and methodologies to enhance decision‑making support. This includes building ARR roll‑forward models / snowballs detailing key movements and to better understand gross and net retention.
• Review and assist with cash management including the development of monthly and 13‑week cash flow forecasts.
• Effectively transition solutions back to private equity portfolio companies.
• Develop and maintain relationships with portfolio company representatives, collaborating with Cross Country team members to scope, clarify, and deliver excellent client service.
• 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.
• Mentor team members by coaching colleagues and help project teams resolve multi‑faceted issues.

• 5+ years’ experience in FP&A preferably in a Private Equity backed company.
• Software / SaaS industry experience.
• Consistent success in building and developing strong client relationships.
• Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet and statement of cash flow.
• Strong analytical and modeling skills with experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards.
• Advanced expertise in Microsoft Excel (e.g., advanced formulas, pivot tables, etc.) and PowerPoint.
• Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) a plus.
• Comfort with AI:
  Demonstrated ability to responsibly explore and adopt firm‑approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset:
  Openness to learning and applying emerging technologies…