Director FP&A SaaS - Private Equity Advisory
New
United StatesFull-TimeDirector
Salary not disclosed
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Job Details
- Experience
- 10+ years
- Required Skills
- SQLMicrosoft Power BITableauNetSuite
Requirements
- 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, cohort economics, and CFO operating cadence.
- Experience leading multi-workstream programs across several portfolio companies simultaneously.
- Executive communication skills with ability to deliver data-driven materials to C-suite and boards.
- Expertise in Adaptive, Anaplan, NetSuite, Intacct, Alteryx, Power Query, SQL, Tableau, and Power BI.
- Experience partnering with Data & Analytics teams.
- Ability to adopt firm-approved AI tools to enhance productivity.
- Bachelor’s degree in Accounting or Finance; MBA or CPA preferred.
- Willingness to travel up to 30%.
Responsibilities
- Serve as primary relationship manager for 3–5+ Private Equity sponsors, owning origination, expansion, and account strategy.
- Advise CFOs and CEOs on FP&A operating cadence, capital efficiency, and board-level narratives.
- Implement driver-based planning, rolling forecasts, and board-ready reporting packages.
- Oversee multiple concurrent delivery teams to ensure quality and target margin performance.
- Drive business development and meet personal sales and origination targets.
- Recruit, coach, and mentor junior team members.
- Collaborate on the development of new service offerings and SaaS FP&A playbooks.
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