Director- FP&A SAAS- Private Equity Advisory

Added
23 days ago
Type
Full time
Salary
Salary not provided

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πŸ“‹ Description

  • Lead FP&A delivery for Private Equity SaaS portfolio
  • Primary relationship manager for 3-5 PE sponsors
  • Advise CFOs/CEOs on cadence, efficiency, and board narratives
  • Standardize SaaS KPIs and modeling: ARR, retention, LTV/CAC, NRR
  • Guide clients on tools like Adaptive, Anaplan, NetSuite and Tableau
  • Oversee board-ready reporting and 13-week cash forecasts

🎯 Requirements

  • 10+ years SaaS FP&A with PE exposure
  • Proven track record owning origination and expansion targets
  • Mastery of SaaS KPIs and CFO operating cadence
  • Lead multi-workstream programs across several portfolio companies
  • Executive communication to C-suite/boards with data-driven materials
  • BA/Finance degree; MBA or CPA preferred; travel up to 30%

🎁 Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401(k) with company matching
  • Generous parental/maternity leave
  • Technology stipends
  • Wellness reimbursement programs
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