Manager - FP&A SAAS - Private Equity Advisory

Overview

This role supports private equity portfolio companies through an “Office of the CFO” engagement model, helping build and enhance scalable accounting and finance functions that align with investment theses. The work involves diagnostic assessment, financial planning and analysis (FP&A), analytics/tooling, cash forecasting, and transition of solutions back to portfolio company teams.

Responsibilities

• Serve clients within the “Office of the CFO” at private equity portfolio companies by creating a diagnostic framework and improving the effectiveness of the finance function.
• Lead parts of implementation for a portfolio support capability, including development of bottoms-up annual budgets and forecasts using operational drivers and key metrics for the Software / SaaS industry (e.g., bookings, headcount).
• Assist with preparation of financial management reports across key metrics including ARR, bookings, and headcount; compare current actual and year-to-date performance with prior year results, forecasts, and budgeted results.
• Assess current state and build or modify analytical resources, tools, models, metrics, and methodologies to strengthen decision-making support.
  • Build ARR roll-forward models / snowballs that document key movements and support understanding of gross and net retention.
• Review and support cash management, including 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; collaborate with 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 current on emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to improve client solutions and internal processes.
• Mentor team members by coaching colleagues and helping project teams resolve multi-faceted issues.

Requirements

• 5+ years’ experience in FP&A, preferably in a Private Equity backed company.
• Software / SaaS industry experience.
• Demonstrated success building and developing strong client relationships.
• Experience communicating with Controller groups and accounting teams, with 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 building complex financial models for analysis and forecasting; ability to summarize key data into executive dashboards.
• Advanced proficiency in Microsoft Excel (e.g., advanced formulas, pivot tables, etc.) and PowerPoint.
• Knowledge of data analytics 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 apply 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.

Preferred Qualifications

• CPA
• Experience with data analytics tools (Tableau, Alteryx, SQL)

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% (varies based on client preferences).