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

Overview

This role provides CFO Services with a focus on Financial Reporting Advisory for private equity-held portfolio companies. The position supports clients in preserving and generating business value by improving transparency through accounting and financial reporting advice across a range of transactions and events—particularly those involving adherence to new or revised accounting standards and strengthening financial reporting processes.

Responsibilities

Financial Reporting Advisory – Focus Areas

• Maintain up-to-date knowledge of US GAAP, including technical understanding of accounting changes (e.g., revenue recognition and lease transactions), and provide recommendations and conclusions on complex accounting guidance.
• Prepare and review pre- and post-deal financial reporting (e.g., opening/closing balance sheets) to satisfy contractual and regulatory requirements while minimizing disruption to standard business processes.
• Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory support and/or interim management roles.
• Support clients through IPO readiness by drafting SEC reporting and providing audit support.
• Manage working capital disputes through to favorable outcomes, including settlement or arbitration processes.

Professional Expectations

Data Collection, Validation, and Analysis

• Guide team members on effective information-gathering approaches and ensure all relevant sources are pursued.
• Lead client interviews; ask probing questions and understand perspectives of different stakeholders.
• Identify knowledge gaps, challenge assumptions, and guide the team to validate, disprove, and/or develop better assumptions.
• Identify key business challenges, forecast liquidity needs accurately, pinpoint financial/accounting process inefficiencies, and assess organizational design, roles, and team structure.
• Present issues and opportunities clearly and concisely.
• Understand accounting and finance process flows and how information consolidates into the general ledger to drive continuous improvement and value creation.

Project Management and Implementation

• Own and complete a workstream aligned to the CFO Services pillars.
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate.
• Consistently set and manage client expectations.
• Use actionable plans (e.g., initiatives to optimize working capital, instill a liquidity-focused culture, and improve transparency across processes and organizations).
• Identify risks and obstacles early, develop contingency plans, and communicate timely updates to the client.
• Identify where CFO Services pillars are not functioning effectively.

Leadership

• Use prior experience to guide and promote innovative thinking within the team.
• Assess the current skill sets of team members and maximize their contributions.
• Share knowledge and experience; coach 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.
• Strong working knowledge of accounting concepts, financial reporting processes, and US GAAP.

Preferred Qualifications

• CPA certification (highly preferred).

Compensation & Benefits

• Salary range: $150,000–$225,000 annually, dependent on variables including education, experience, skills, and geography.
• Discretionary bonus program based on a number of factors, including individual and firm performance (details available from the recruiter).
• Benefits for regular employees working 30 or more hours per week may include:
  • 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: 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 availability varies based on tenure and role type

Location

• Not specified in the provided job description.

Hiring Process

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