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

Overview

This role supports Financial Reporting Advisory work within CFO Services for private equity–held portfolio companies. The team provides accounting and financial reporting advice to help clients preserve and generate value, improve transparency, and strengthen financial reporting processes across a wide range of transactions and events.

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 topics 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 and/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
• Lead client interviews, ask inquisitive questions, and understand different stakeholders’ perspectives
• Identify knowledge gaps; challenge assumptions; validate, disprove, and/or develop improved assumptions
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organizational design, roles, and team structure
• 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 drive improvement and value creation

Project Management and Implementation

• Own and complete workstreams aligned to the services provided
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Consistently set and communicate client expectations
• Use actionable plans 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 clients
• Identify where service pillars are not functioning and recommend corrective actions

Leadership

• Use prior experience to guide and encourage the team to think innovatively
• Recognize team members’ current skill sets and maximize their contributions
• Share knowledge and experience and 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 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 education, experience, skills, and geography
• Discretionary bonus program based on 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 employee’s 401(k) if 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

• This posting requires meeting CPA education requirements for the state where you are applying (state-specific requirement applies).

Additional Information

• The organization recruits on an ongoing basis; 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.