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

Overview

This role is part of PEPI – CFO Services, providing financial reporting advisory support to private equity-held portfolio companies. The position focuses on improving transparency through accounting and financial reporting guidance across a range of transactions and events, including adherence to new or revised accounting standards and strengthening financial reporting processes.

Responsibilities

Financial Reporting Advisory

• Maintain up-to-date knowledge of US GAAP and provide recommendations and conclusions on the application of complex accounting guidance (including areas such as revenue recognition and lease transactions)
• Prepare and review pre- and post-deal financial reporting (e.g., opening/closing balance sheets) to meet contractual and regulatory requirements without interrupting standard business processes
• Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory and interim management roles
• Support clients through an IPO readiness journey by drafting SEC reporting and providing audit support
• Drive working capital disputes to favorable outcomes by managing processes through settlement or arbitration

Data Collection, Validation and Analysis

• Guide team members in information-gathering approaches and ensure all relevant sources are pursued
• Lead client interviews, ask inquisitive questions, and understand different stakeholder perspectives
• Identify knowledge gaps, challenge assumptions, validate or disprove assumptions, and develop improved assumptions
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess the organization’s design, roles, and team
• Ensure issues and opportunities are presented clearly and concisely
• Understand accounting and finance process flows and how information is consolidated into the general ledger to drive improvement and value creation

Project Management and Implementation

• Own and complete a workstream aligned to the CFO Services pillars
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and communicate client expectations consistently
• Use actionable plans to optimize working capital, build a liquidity-focused culture, and improve transparency in processes and organizations
• Identify risks and obstacles early, create contingency plans, and communicate timely with the client
• Identify where the CFO Services pillars are not functioning effectively

Leadership

• Use prior experience to guide and promote innovative thinking within the team
• Recognize the team’s current skill set and maximize each member’s contribution
• Share knowledge and experience and provide coaching to teammates

Financial Acumen

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

Requirements

• Minimum 10–15+ years of relevant work experience in both public accounting and industry
• CPA certification highly preferred

Compensation & Benefits

• Salary range: $150,000–$225,000 annually, dependent on factors including education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (ask a recruiter for details)

Regular employees working 30 or more hours per week may participate in fringe benefits including:

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages (rates determined from time to time)
• 401(k) retirement plan with a discretionary contribution to the 401(k) if eligibility requirements are met
• Paid time off including vacation, personal days, 72 hours of sick time (prorated for part-time employees), ten federal holidays, one floating holiday, and parental leave
• Vacation and personal day availability varies based on tenure and role type

Location

Location not specified in the provided description.

Additional Information

• The organization recruits on an ongoing basis; candidates are considered as they apply until the opportunity is filled.
• Candidates are encouraged to apply expeditiously to roles they are qualified for and interested in.