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

Overview

This role supports PE-backed portfolio companies through financial reporting advisory services designed to improve transparency and preserve or generate business value. Responsibilities focus on applying accounting guidance (including US GAAP), strengthening financial reporting processes, and supporting deal and public-readiness activities.

Responsibilities

Financial Reporting Advisory (Focus Areas)

• Maintain up-to-date knowledge of US GAAP, including technical understanding of accounting changes (e.g., revenue recognition and lease transactions), and provide recommendations and conclusions on complex accounting guidance.
• 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 or interim management roles.
• Support the IPO readiness journey by drafting SEC reporting and providing audit support.
• Drive working capital disputes to favorable outcomes by managing the process through settlement or arbitration.

Data Collection, Validation and Analysis

• Guide team members’ information-gathering approach; ensure all relevant sources are pursued.
• Lead client interviews by asking inquisitive questions and understanding stakeholder perspectives.
• Identify knowledge gaps; challenge assumptions, validate information, disprove incorrect assumptions, and develop better approaches.
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organizational design, roles, and team structure.
• Present issues and opportunities 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 service pillars.
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate.
• Set and consistently manage client expectations.
• Use actionable plans to optimize working capital, instill liquidity-focused practices, and improve transparency in processes and organizations.
• Identify risks and obstacles early, develop contingency plans, and communicate timely with the client.
• Identify where service pillars are not functioning effectively.

Leadership

• Use prior experience to guide and promote innovative thinking within the team.
• Assess team skill sets and maximize each member’s contribution.
• Share knowledge and experience; provide coaching to teammates.

Financial Acumen

• Build and review financial models; provide financial analysis and evaluate accounting treatments.
• Deliver 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.
• Strong technical accounting expertise with a focus on US GAAP.

Preferred Qualifications

• CPA certification.

Compensation & Benefits

• Salary range: $150,000-$225,000 annually, dependent on education, experience, skills, and geography.
• Discretionary bonus program based on individual and firm performance (details available from the recruiter).
• Regular employees working 30 or more hours per week are eligible for fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time, as well as a 401(k) retirement plan.
• Discretionary 401(k) contribution for eligible employees (eligibility requirements apply).
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. Vacation and personal days vary based on tenure and role type.

Location

• Not specified in the provided description.