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Manager - FP&A SAAS - Private Equity Advisory
Crosscountry-consulting
Remote, USA
Full-time
Mid · 5+ years experience
Remote
Discovered 1 weeks ago
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- 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 CrossCountry team members to scope, clarify, and deliver excellent client service.
- 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.
- Experience helping project teams resolve multi-faceted issues.
- Bachelor’s degree in accounting or finance.
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