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

Overview

This role supports private equity-held portfolio companies by providing solutions that preserve and generate value. Focus is on improving transparency through accounting and financial reporting advisory across a range of transactions and events, including adherence to new or revised accounting standards and strengthening financial reporting processes.

Financial Reporting Advisory — Focus Areas

• Maintain up-to-date knowledge of US GAAP, with a technical understanding of accounting changes (e.g., revenue recognition and lease transactions) and provide recommendations and conclusions on applying 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.
• 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.

Responsibilities

Data Collection, Validation and Analysis

• Guide team members in the information-gathering approach and ensure all relevant sources of information are pursued.
• Lead client interviews by asking inquisitive questions and understanding different stakeholders’ perspectives.
• Identify knowledge gaps; guide the team to challenge assumptions, validate, disprove, and/or develop improved assumptions.
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organizational design, roles, and team structure.
• 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 workstreams aligned to the organization’s CFO Services pillars.
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate.
• Set and consistently communicate client expectations.
• Develop 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, create contingency plans, and communicate in a timely manner with the client.
• Identify where service pillars are not functioning and address gaps.

Leadership

• Use prior experience to guide and promote innovative thinking within the team.
• Assess the current skill set of team members and maximize their contribution.
• 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 drive improvement initiatives for senior management and board members.

Qualifications

Accreditation / Experience

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

Compensation & Benefits

• Salary range: $150,000-$225,000 annually, dependent on education, experience, skills, and geography.
• Discretionary bonus program based on factors including individual and firm performance (ask recruiter for details).
• 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
  • 401(k) retirement plan, with a discretionary employer contribution (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
  • Parental leave
• Vacation and personal day amounts vary based on tenure and role type.

Application Information

The organization recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled, and are encouraged to apply expeditiously for roles they are qualified for and that are of interest.