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

Overview

This role is part of PEPI – CFO Services (Financial Reporting Advisory). The team partners with private equity–held portfolio companies to help preserve and generate value through accounting and financial reporting advisory support. The focus includes improving transparency 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 IPO readiness 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 on information-gathering approaches and ensure all relevant sources are pursued
• Lead client interviews, asking inquisitive questions and understanding different stakeholder perspectives
• Identify knowledge gaps and challenge assumptions by validating, disproving, and/or developing better assumptions
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organizational design, roles, and team
• Ensure issues and opportunities are clearly and concisely presented
• Understand accounting and finance process flows and how information is consolidated into the general ledger to support improvement and value creation

Project Management and Implementation

• Own and complete a workstream aligned to the services pillars
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Consistently set and communicate client expectations
• Develop actionable plans (e.g., initiatives to optimize working capital, instill a liquidity-focused culture, improve transparency in processes and organizations)
• Identify risks and obstacles early, create contingency plans, and communicate timely with the client
• Identify areas where the service pillars are not functioning

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, 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 recruiter for details)
• Fringe benefits for regular employees working 30 or more hours per week, including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages (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)

Application Process

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