CrossCountry Consulting
Managing Director - FP&A SAAS - Private Equity Advisory
Be an Early Applicant
The Managing Director will lead client delivery and business development in the Private Equity practice. Responsibilities include advising on financial planning, overseeing multiple delivery teams, and developing talent within the firm, while maintaining relationships with private equity sponsors.
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 clicking here.
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 3–5+ 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
- 15+ years of experience in professional services, including 8–10+ years in SaaS FP&A with Private Equity-backed exposure and board-level engagement.
- Proven track record owning annual origination and expansion targets.
- Deep expertise in SaaS-native KPIs and financial modeling frameworks.
- Experience leading multi-workstream programs across several portfolio companies simultaneously.
- Proven ability to deliver clear, data-driven insights and materials to C-suite executives and board members.
- Experience with Adaptive, Anaplan, NetSuite, Intacct, Alteryx, Power Query, SQL, Tableau, and Power BI.
- Demonstrated success collaborating with Data & Analytics teams to produce actionable outputs and insights.
- 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 including AI and automation in alignment with firm policies and client standards.
- Bachelor’s degree in Accounting or Finance; MBA or CPA preferred.
- Willingness to travel up to 30%; travel varies based on client preferences.
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Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
Top Skills
Adaptive
AI
Alteryx
Anaplan
Intacct
NetSuite
Power BI
Power Query
SQL
Tableau
Workday
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