Director- FP&A SAAS- Private Equity Advisory

The company is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join the company, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

By joining our rapidly growing Private Equity practice, 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 the company, you will be responsible for client delivery, business development, leading teams, and developing junior team members, as well as serving as a member of the company’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-level narratives 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

• Guide clients on pragmatic sequencing of systems and tooling including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, and Power BI

• Further codify and institutionalize SaaS FP&A playbooks and cohort economics across engagements

What You’ll Do

Practice Leadership: Serve as a key leader in the Practice Equity practice by:

• Oversee multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, and target margin performance

• Embed firm-approved AI tools to accelerate diagnostics, variance analysis, and narrative generation in accordance with data protection and IP policies

• Stay informed about emerging AI techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

• Recruit, coach, and promote top talent

• Mentor team members by providing ongoing feedback, resolving multi-faceted issues, and supporting career progression

• Publish insights, speak at PE portfolio forums, and lead benchmarking initiatives that drive market visibility

• Create new service offerings and delivery methodologies aligned to sponsor needs

Own personal origination and sales targets; steward pipeline and contribute to firm growth

What You’ll Bring

• 10+ years of experience in SaaS FP&A with Private Equity-backed exposure and board-level engagement

• Proven track record owning annual origination and expansion targets

• Mastery of SaaS KPIs and CFO operating cadence

• Experience leading multi-workstream programs across several portfolio companies simultaneously

• Executive communication skills with ability to deliver crisp, data-driven materials to C-suite and boards

• Experience with Adaptive, Anaplan, NetSuite, Intacct, Alteryx, Power Query, SQL, Tableau, and Power BI

• Strong experience partnering with Data & Analytics to produce outputs and deliverables

• Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation

• Bachelor’s degree in Accounting or Finance; MBA or CPA preferred

• Willingness to travel up to 30%; travel varies based on client preferences

Benefits Summary

The the company 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 the company, please visit our dedicated benefits site: [link for members]

Equal Employment Opportunity (EEO)

The company 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, the company 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.