• Lead the development and delivery of services in the following areas: • Serve as the primary relationship manager for 3–5+ Private Equity sponsors, owning origination, expansion, and account strategy across SaaS portfolio companies. • Advise CFOs and CEOs on FP&A operating cadence, capital efficiency, and board-ready insights across growth, retention, and cash. • 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, including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, and Power BI. • Further codify and institutionalize SaaS FP&A playbooks and cohort economics across engagements. • 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. • Serve as a key leader in the Private Equity practice by overseeing multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, and target margin performance. • Leading business development efforts and marketing a full range of services to prospective clients, leveraging existing relationships to generate new opportunities. • Creating new service offerings and delivery methodologies aligned to sponsor needs. • Publishing insights, speaking at PE portfolio forums, and leading benchmarking initiatives that drive market visibility. • Recruiting, coaching, and promoting top talent. • Mentoring team members by providing ongoing feedback, resolving multi-faceted issues, and supporting career progression.