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

Overview

This role supports CFO Services focused on Financial Reporting Advisory for private equity–held portfolio companies. The work is centered on improving transparency through accounting and financial reporting guidance across transactions and events—particularly where adherence to new or revised accounting standards and effective management of financial reporting processes are critical.

Responsibilities

Financial Reporting Advisory (Focus Areas)

• 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 or interim management roles
• Support clients through the IPO readiness journey by drafting SEC reporting and providing audit support
• Drive resolution of working capital disputes 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, ask inquisitive questions, and understand different stakeholders’ perspectives
• Identify knowledge gaps; challenge assumptions; validate and disprove assumptions as needed
• Identify key business challenges, forecast liquidity needs accurately, 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 CFO Services service pillars
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Implement actionable plans (e.g., initiatives to optimize working capital, foster 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 service pillars are not functioning effectively

Leadership

• Use prior experience to guide and promote innovative thinking within the team
• Recognize team members’ current skill sets 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 B.A./B.S. degree (or equivalent) from an accredited university by the time employment commences
• Accounting major
• Meeting education requirements for CPA certification in the state where you are applying

Compensation & Benefits

• Salary range: $125,000–$190,000 annually, dependent on variables including education, experience, skills, and geography
• Discretionary bonus program: based on factors including individual and firm performance (ask recruiter for details)
• Regular employees working 30+ 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 (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
  • Parental leave
  • Vacation and personal day availability varies based on tenure and role type

Hiring Process

The organization recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled, and applicants are encouraged to apply expeditiously to roles they are qualified for and interested in.