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

Overview

This role supports financial reporting advisory engagements within the organization’s CFO Services workstream. Responsibilities include improving transparency through accounting and financial reporting advice across transactions and events, including adherence to new or revised accounting standards and strengthening financial reporting processes.

Primary service pillars supported in this role include:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Financial Reporting Advisory

Responsibilities

Financial Reporting Advisory (Focus Areas)

• 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/regulatory requirements without interrupting the standard business process
• Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or 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 in information-gathering approaches and ensure all relevant sources are pursued
• Guide and lead client interviews, ask inquisitive questions, and understand different stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge assumptions, validate facts, disprove assumptions, and/or develop 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 with the CFO Services service pillars
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Use actionable plans to support initiatives (e.g., 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 where the service pillars are not functioning

Leadership

• Apply prior experience to guide and promote innovative thinking within the team
• Recognize the current skill set of team members and maximize their contributions
• Share knowledge and experience; provide coaching to teammates

Financial Acumen

• Build and review financial models, provide valuable financial analysis, and evaluate accounting treatments
• Provide insights and improvement initiatives to senior management and board members

Requirements

• Minimum B.A./B.S. degree (or equivalent) from an accredited university by the time employment commences
• Accounting major
• Meeting education requirement for CPA certification in the state where you are applying for

Preferred Qualifications

Not specified.

Compensation & Benefits

Salary

• Salary range: $125,000–$190,000 annually
• Dependent on variables including education, experience, skills, and geography

Bonus

• Discretionary bonus program based on factors including individual and firm performance

Benefits

Regular employees working 30 or more hours per week may participate in fringe benefits 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) (provided eligibility requirements are met)
• Paid time off: 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

Location

Not specified.