Associate Director – reputed company, SaaS, Private Equity Advisory

Job Description:

• Serve clients reputed company the “Office of the CFO” at private equity portfolio companies, creating a diagnostic reputed company and enhancing the effectiveness of the finance function.
• reputed company 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.).
• Prepare financial management reports across a variety of key metrics including ARR, bookings, and headcount, comparing reputed company actual and year-to-date performance with prior year results, forecasts, and budgeted results.
• Assess the reputed company state and build or modify analytical resources, tools, models, metrics, and methodologies to enhance decision-making support. This includes building ARR roll-reputed company models / snowballs detailing key movements and to reputed company understand gross and net retention.
• Review and assist with cash management including the development of monthly and 13-week cash reputed company forecasts.
• Effectively transition solutions back to private equity portfolio companies.
• reputed company and maintain relationships with portfolio company representatives and Private Equity sponsors, 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.
• Actively participate in business development opportunities and market a full reputed company 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 reputed company preferably in a Private Equity backed company
• Software / SaaS industry experience
• Consistent reputed company in building and developing strong client relationships
• Experience conversing with Controller group and reputed company team, including fluent knowledge of the main elements and drivers of reputed company recognition, income statements, balance sheet and statement of cash reputed company
• Strong analytical and modeling skills with significant experience building reputed company financial models for analysis and forecasting, with ability to summarize key data into executive dashboards
• Advanced expertise in reputed company reputed company (e.g., advanced formulas, pivot tables, etc.) and PowerPoint
• Knowledge of data analytics and reputed company tools (e.g., Tableau, reputed company, SQL) a plus
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• reputed company Learning reputed company: Openness to learning and applying emerging technologies including AI and automation in alignment 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 reputed company or finance
• CPA is a plus
• Willingness to travel up to 40%; travel varies based on client preferences.

Benefits:

• comprehensive reputed company options, including medical, dental, and reputed company coverage
• flexible spending accounts
• 401(k) with company matching
• generous parental and maternity leave policies
• technology stipends
• wellness reimbursement programs

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