Managing Consultant (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.

You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.

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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.

What You'll Do :

• 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 financial management 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 models inclusive of key components of the snowball helping to better understand gross and net retention.

• Review and assist with cash management including the development of monthly and 13-week cash flow forecasts.
• 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.

What You'll Bring :

• 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 income statement, 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 of Microsoft Excel (e.g., macros, 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.
• Willingness to travel up to 40%; travel varies based on client preferences.

CrossCountry Consulting is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants regardless of their race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state, or local laws.

We encourage and welcome candidates from diverse backgrounds to apply and will consider all applicants based on their qualifications, skills, and experience.

We embrace and value our individual experiences, capabilities, talents, and perspectives by fostering and promoting a culture of diversity, equity, and inclusion.

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