---
title: 'Manager - FP&A SAAS - Private Equity Advisory at CrossCountry Consulting'
canonical: 'https://feeny.ai/job/manager-fp-a-saas-private-equity-advisory-crosscountry-consulting-united-states-awscc0v7qcbr'
type: 'job'
last_seen: '2026-09-14'
---

# Manager - FP&A SAAS - Private Equity Advisory at CrossCountry Consulting

- **Company:** CrossCountry Consulting
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2019-10-02
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.lever.co/crosscountry-consulting/321b2f59-ec79-4ccc-8d3f-d1d1552e8828

## Job description

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.

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 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.
- 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.
- 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 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.
- 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.
- Experience helping project teams resolve multi-faceted issues.
- Bachelor’s degree in accounting or finance.
- CPA is a plus.
- Willingness to travel up to 40%; travel varies based on client preferences.

## 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.

## About CrossCountry Consulting

## Company Overview
- **One-liner**: CrossCountry Consulting provides integrated advisory and technology solutions for the office of the CFO, private equity sponsors, and corporate leaders.
- **Entity Type**: Private (Acquired by Investcorp in 2022; previously venture-backed)
- **Headquarters**: McLean, Virginia, United States
- **Founded**: 2011
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Business Consulting and Services (specializing in finance, accounting, risk, and operations)
- **Target customers**: B2B — Fortune 500 companies, emerging growth market leaders, private equity sponsors, and corporate functional leaders (Office of the CFO, Office of the CIO)
- **Mission**: To deliver a better experience for clients, people, and communities through integrated solutions and human-centered transformation.

## Products & Services
- **Accounting & Risk Advisory**: Technical accounting, financial reporting, operational accounting, integrated risk management, and ESG reporting.
- **Technology-Enabled Transformation**: People-led digital transformations including ERP and finance system implementations, data/AI solutions, and reporting/analytics frameworks.
- **Transactions Advisory**: Full-lifecycle M&A support, IPO readiness, divestitures, carve-outs, and financial due diligence.
- **Strategic Finance**: Beyond systems implementation, focusing on strategic results and sustainable growth for modern CFOs.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (acquired by Investcorp in December 2022)
- **Key Metric**: Annual Revenue of ~$186.4M (latest available); Total Funding of $1.5M (venture round in February 2021)
- **Notable Investors/Partners**: Parent company Investcorp Holdings B.S.C.; has acquired Bluvault (2021), CDS, CNM, and SCS Cloud (2024)
- **Growth Signals**: Headcount of 1,139 employees (+35.1% YoY); 12 offices across the U.S.; expanding service lines and acquisitions

## Competitive Advantages
- **Integrated solutions** spanning finance, accounting, risk, and technology — not just a niche consultancy.
- **Proprietary Reporting and Analytics Framework** to drive value creation and enterprise transformation.
- **Strong focus on AI and data** adoption in finance, backed by research (e.g., FEI report on AI in the Office of the CFO).
- **Acquired by Investcorp**, providing financial stability and resources for growth.
- **“Better Experience” culture** emphasized as a founding principle, with high employee referral rates and positive Glassdoor ratings.

## Strategic Focus
- **AI and digital transformation**: Accelerating enterprise performance through responsible AI solutions and technology-enabled finance transformation.
- **Private equity and transactions**: Deepening capabilities in deal lifecycle management, due diligence, and value creation for PE sponsors.
- **Talent and culture**: Investing in mentorship, inclusion/diversity/equity/adaptability (IDEA), and employee well-being to attract and retain top consultants.
- **Geographic expansion**: Continued office growth across the U.S. and leveraging international locations (South Africa, Canada, Philippines, India).

## Why Work Here
- **Culture**: Emphasizes “Belonging” and an additive culture; IDEA is a foundational value, not just a talking point.
- **Growth**: 35%+ headcount growth in the last year; consultants work across multiple industries and service lines, with clear paths for advancement.
- **Work environment**: Hybrid/office model with 12 U.S. offices; “Live well. Work well.” philosophy with resources for well-being.
- **Perks**: Mentorship programs, collaborative team outings, and a client-first mindset.
- **Ratings**: 3.5/5 on Glassdoor (495 reviews) — Work-Life 3.8, Culture 3.6, Career 3.6.
- **Open roles**: Positions in private equity advisory, finance transformation, risk advisory, Netsuite development, and financial due diligence analytics.

## Sources
1. [crosscountry-consulting.com](https://www.crosscountry-consulting.com/)
2. [crosscountry-consulting.com/careers](https://www.crosscountry-consulting.com/careers/)
3. [crosscountry-consulting.com/careers/open-positions](https://www.crosscountry-consulting.com/careers/open-positions/)
4. [crosscountry-consulting.com/about-us/leadership](https://www.crosscountry-consulting.com/about-us/leadership/)
5. [linkedin.com/company/crosscountry-consulting](https://linkedin.com/company/crosscountry-consulting)

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