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

Overview

This role is part of the organization’s CFO Services practice, supporting private equity–owned portfolio companies. The work focuses on improving transparency and preserving or generating business value through accounting and financial reporting advice across transactions and events—such as adherence to new or revised accounting standards and strengthening financial reporting processes.

The Director will lead efforts within Financial Reporting Advisory, including US GAAP technical support, deal-related reporting, EBITDA volatility investigation and remediation, and IPO readiness support.

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/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

Data Collection, Validation, and Analysis

• Guide team members on information-gathering approaches and ensure relevant sources are pursued
• Lead client interviews by asking inquisitive questions and understanding different stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge assumptions, validate findings, and develop improved approaches
• 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 clearly and concisely presented
• Understand accounting and finance process flows, including how information is consolidated into the general ledger, to enable improvement and value creation

Project Management and Implementation

• Own and complete a workstream aligned to the CFO Services pillars
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• 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, create contingency plans, and communicate timely with the client
• Identify where CFO Services pillars are not functioning effectively

Leadership and Coaching

• Use prior experience to guide and promote innovative thinking across the team
• Assess current 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
• Provide insight and improvement initiatives to senior management and board members

Qualifications

• 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 a number of 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) (eligibility requirements apply)
  • Paid time off, including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), and paid holidays (ten federal holidays plus one floating holiday)
  • Parental leave
  • Vacation/personal day availability varies 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 for which they are qualified and interested.