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

Overview

This role supports CFO Services, providing accounting and financial reporting advisory to private equity-held portfolio companies. The work focuses on preserving and generating business value through improved transparency, particularly across transactions and events such as adherence to new or revised accounting standards and strengthening financial reporting processes.

Pillars of Service

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

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 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 or interim management roles
• Guide 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

Professional Expectations

Data Collection, Validation and Analysis

• Guide team members in information gathering and ensure all relevant sources are pursued
• Lead client interviews, ask inquisitive questions, and understand stakeholder perspectives
• Identify knowledge gaps; challenge assumptions; validate, disprove, and/or develop better assumptions
• Identify key business challenges; accurately forecast liquidity needs; pinpoint financial/accounting process inefficiencies; assess organization design, roles, and team
• Ensure issues and opportunities are clearly and concisely presented
• Understand accounting and finance process flows, including 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 pillar(s)
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Use actionable plans to drive initiatives (e.g., optimize working capital, instill liquidity-focused culture, improve transparency in processes and organizations)
• Identify risks and obstacles early, create contingency plans, and communicate timely with the client
• Identify where service pillars are not functioning

Leadership

• Use prior experience to guide and promote innovative thinking
• Recognize team members’ current skill sets and maximize their contributions
• Share knowledge and experience; 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

• $150,000-$225,000 annually, dependent on variables including education, experience, skills, and geography

Bonus

• Discretionary bonus program based on a number of factors, including individual and firm performance (ask your recruiter for details)

Benefits (for regular employees working 30 or more hours per week)

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages at rates determined from time to time
• 401(k) retirement plan, including a discretionary contribution to the 401(k) if eligibility requirements are met
• 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

Hiring Process

• 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