PEPI: Associate, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)

Overview

This role involves working within CFO Services focused on private equity held portfolio companies, providing accounting and financial reporting advisory to enhance transparency and value. The position supports clients through various transactions and events, including compliance with new or revised accounting standards and improving financial reporting processes.

Responsibilities

CFO Services Pillars

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Financial Reporting Advisory

Financial Reporting Advisory Focus Areas

• Maintain current knowledge of US GAAP and technical accounting changes (e.g., revenue recognition, lease transactions) to advise clients on complex accounting guidance
• Prepare and review pre- and post-deal financial reporting such as opening and closing balance sheets to meet contractual and regulatory requirements
• Investigate and resolve unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or interim management
• Assist clients in IPO readiness by drafting SEC reporting and providing audit support
• Manage working capital disputes through settlement or arbitration processes

Professional Expectations

Data Collection, Validation, and Analysis

• Support information gathering efforts and ensure all relevant sources are pursued
• Participate in client interviews, ask insightful questions, and understand stakeholder perspectives
• Identify knowledge gaps and guide the team to challenge assumptions and develop improved conclusions
• Identify key business challenges, forecast liquidity needs, and assess financial/accounting process inefficiencies and organizational design
• Present issues and opportunities clearly and concisely
• Understand accounting and finance process flows and their consolidation into the general ledger to drive improvements

Project Management and Implementation

• Develop logical, reasonable, and accurate project approaches, timelines, and deliverables
• Consistently set and communicate client expectations
• Implement actionable plans such as initiatives to optimize working capital, promote liquidity-focused culture, and improve process transparency
• Identify risks and obstacles early, create contingency plans, and communicate promptly with clients
• Recognize when CFO Services pillars are not functioning effectively

Financial Acumen

• Build and review financial models, provide financial analysis, and evaluate accounting treatments
• Offer valuable insights and improvement initiatives to senior management and board members

Requirements

• Minimum B.A. or B.S. degree or equivalent from an accredited university by the time employment commences
• Accounting major
• Meeting education requirements for CPA certification in the state of application

Compensation & Benefits

• Salary range: $90,000 to $120,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance

Location

Not specified