Associate Director - FP&A SAAS - Private Equity Advisory

About the role

This role will strengthen forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scale financial operations within a Business Services environment.

Responsibilities

• Serve clients in the 'Office of the CFO' at private equity portfolio companies to enhance finance effectiveness
• Lead the implementation of budget and forecasting capabilities specifically for the Software/SaaS industry
• Prepare financial reports covering key metrics against prior results and forecasts
• Develop analytical resources and models to support decision-making
• Assist with cash management and develop cash flow forecasts
• Transition solutions back to portfolio companies effectively
• Maintain relationships with portfolio representatives and collaborate with the company teams for service delivery
• Engage in business development to market services and generate opportunities
• Mentor junior team members and provide feedback and performance reviews

Qualifications

• 9+ years' experience in FP&A, preferably in a Private Equity backed company
• Experience in the Software / SaaS industry
• Proven track record in building and maintaining client relationships
• Knowledge of revenue recognition, income statements, balance sheets, and cash flow statements
• Strong analytical and modeling skills, adept at complex financial modeling and executive dashboards
• Advanced skills in Microsoft Excel and PowerPoint; knowledge of data analytics tools is a plus
• Comfort with AI tools and emerging technologies; openness to continuous learning

Compensation

$130,000 – $180,000 annually

Benefits

• Comprehensive healthcare options including medical, dental, and vision coverage
• Flexible spending accounts for additional financial support
• 401(k) with company matching contributions
• Generous parental and maternity leave policies
• Technology stipends for work-related purchases
• Wellness reimbursement programs to support personal well-being