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

Overview

This role provides CFO Services focused on Financial Reporting Advisory for private equity–backed portfolio companies. The position supports efforts to preserve and generate value by improving transparency through accounting and financial reporting advice across transactions and events, including adherence to new or revised accounting standards and effective management of the financial reporting process.

Focus Areas – Financial Reporting Advisory

• Maintain up-to-date knowledge of US GAAP, including a technical understanding of accounting changes (e.g., revenue recognition and lease transactions), and provide recommendations and conclusions on the application of complex accounting guidance
• Prepare and review pre- and post-deal financial reporting (e.g., opening/closing balance sheets) to meet contractual and/or regulatory requirements without interrupting standard business processes
• Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory and/or interim management roles
• Support clients through 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

Responsibilities

Data Collection, Validation and Analysis

• Guide team members in information-gathering approach and ensure all relevant sources of information are pursued
• Lead client interviews, ask inquisitive questions, and understand different stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge the status quo, validate assumptions, disprove assumptions, and/or develop better assumptions
• Identify key business challenges; forecast liquidity needs accurately; pinpoint financial/accounting process inefficiencies; and assess organization 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 with CFO Services pillars
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and communicate client expectations consistently
• Use actionable plans (e.g., initiatives to optimize working capital, instill a liquidity-focused culture, and improve transparency in processes and organizations)
• Identify risks and obstacles early, develop contingency plans, and communicate timely with clients
• Identify where the service pillars are not functioning

Leadership

• Use prior experience to guide and promote innovative thinking within the team
• Recognize the current skill sets of team members and maximize their contributions
• Share knowledge and experience and provide coaching to teammates

Financial Acumen

• Build and review financial models; provide financial analysis and evaluate accounting treatments
• Provide insight 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 education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance

Regular employees working 30 or more hours per week are eligible to participate in fringe benefits including:

• Healthcare plans, flexible spending and savings accounts
• Life, AD&D, and disability coverages at rates determined from time to time
• 401(k) retirement plan, with a discretionary employer contribution (subject to eligibility requirements)
• Paid time off, including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), and ten federal holidays
• One floating holiday
• Parental leave
• Vacation and personal day amounts vary based on tenure and role type

Location

Not specified in the provided job description.