Associate Director - FP&A SAAS - Private Equity Advisory

Overview

This role supports private equity portfolio companies through finance transformation and portfolio support activities. Responsibilities include client delivery, leading teams, mentoring junior team members, and participating in business development.

Responsibilities

• Serve clients within the “Office of the CFO” at private equity portfolio companies by creating a diagnostic framework and enhancing the effectiveness of the finance function.
• Lead implementation of portfolio support capability, including development of bottoms-up annual budgets and forecasts using operational drivers and key metrics for the Software / SaaS industry (bookings, headcount, etc.).
• Prepare financial management reports across key metrics (ARR, bookings, headcount), comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results.
• Assess current-state analytics resources, tools, models, metrics, and methodologies; build or modify them to enhance decision-making support. Includes building ARR roll-forward models/snowballs to detail key movements and better understand gross and net retention.
• Review and support cash management, including development of monthly and 13-week cash flow forecasts.
• Transition solutions back to private equity portfolio companies.
• Develop and maintain relationships with portfolio company representatives and private equity sponsors, partnering with internal team members to scope, clarify, and deliver excellent client service.
• Contribute to developing and implementing firm-approved, AI-enabled client solutions in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with leadership to identify compliant opportunities to enhance client solutions and internal processes.
• Participate in business development opportunities and market a full range of services to prospective clients, including using existing relationships to generate new opportunities.
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues.

Requirements

• 9+ years’ experience in FP&A, preferably in a private equity backed company.
• Software / SaaS industry experience.
• Proven success building and developing strong client relationships.
• Experience working with Controller group and accounting teams, including fluent knowledge of revenue recognition drivers and the main elements of the income statement, balance sheet, and statement of cash flow.
• Strong analytical and modeling skills, including experience building complex financial models for analysis and forecasting; ability to summarize key data into executive dashboards.
• Advanced Microsoft Excel skills (e.g., advanced formulas, pivot tables) and PowerPoint.
• Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) is a plus.
• Comfort with AI, including demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous learning mindset; willingness to learn and apply emerging technologies (including AI and automation) aligned with firm policies and client standards.
• Experience mentoring and developing junior team members and 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.

Compensation & 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.

Location

• Travel up to 40% is required; travel varies based on client preferences.

Equal Employment Opportunity (EEO)

The organization provides equal employment opportunities (EEO) to all employees and applicants for employment and is committed to complying with federal, state, and local laws. It 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. It also complies with pay transparency and labor laws applicable to terms and conditions of employment.