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

Overview

This role supports financial reporting advisory work within a CFO Services offering for private equity–held portfolio companies. The focus is on improving transparency and preserving or generating business value through accounting and financial reporting guidance across transactions and events, including adherence to new or revised accounting standards and effective management of financial reporting processes.

Responsibilities

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 regulatory requirements without interrupting the standard business process
• Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory and/or interim management roles
• Support clients through an IPO readiness journey by drafting SEC reporting and providing audit support
• Drive working capital disputes to favorable outcomes by managing processes through settlement or arbitration

Data Collection, Validation and Analysis

• Guide team members on information gathering approach and ensure relevant sources are pursued
• Lead client interviews; ask inquisitive questions and understand different stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge assumptions, validate/disprove, and develop better assumptions
• Identify key business challenges, forecast liquidity needs, 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 improve processes and create value

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 communicate client expectations consistently
• Use actionable plans to optimize working capital, instill liquidity-focused practices, and improve transparency in processes and organizations
• Identify risks and obstacles early; create contingency plans and communicate timely with the client
• Identify where the service pillars are not functioning

Leadership

• Leverage prior experience to guide and promote innovative thinking within the team
• Recognize current team skill sets and maximize team contributions
• Share knowledge and experience; 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 a number of factors, including individual and firm performance
• Fringe benefits for regular employees working 30+ hours/week may include:
  • 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) (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, and parental leave
  • Vacation and personal day amounts vary based on tenure and role type

Location

Location is not specified in the provided job description.

Hiring Process

Recruitment is ongoing. Candidates are considered as they apply until the opportunity is filled. Applicants are encouraged to apply expeditiously for roles they are qualified for and interested in.