Remote Managing Consultant, FP&A SAAS

Summary

Join our team as a Portfolio Support Manager where you will serve clients within the 'Office of the CFO' at private equity portfolio companies, creating diagnostic frameworks and enhancing finance functions. You will lead parts of implementation, assist with financial management reports, assess current states, review cash management, and develop relationships with portfolio company representatives.

Requirements

• 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
• CPA is a plus

Responsibilities

• 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

Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs