Managing Director - FP&A SAAS - Private Equity Advisory

Lead the development and delivery of services in areas such as FP&A operating cadence, capital efficiency, and board-ready insights across SaaS portfolio companies. Standardize SaaS-native KPIs and modeling frameworks, including ARR waterfalls, net/gross retention, CAC payback, LTV/CAC, and NRR bridges. Implement driver-based planning and rolling forecasts tied to bookings, headcount, capacity, and product economics. Oversee development of board-ready reporting packages and 13-week cash flow forecasts. Advise clients on sequencing and implementation of FP&A systems and tools. Serve as a key leader in the Private Equity practice by overseeing multiple concurrent delivery teams. Lead business development efforts and marketing a full range of services to prospective clients.