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

Overview

This role supports CFO Services for private equity–backed portfolio companies by providing accounting and financial reporting advisory services designed to preserve and generate value. The focus includes improving transparency through guidance on financial reporting processes, technical accounting matters, and support through significant 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 while minimizing interruptions to standard business processes
• Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory work 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 probing questions, and understand different stakeholders’ perspectives
• Identify knowledge gaps, challenge assumptions, validate or disprove assumptions, and develop improved 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 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 a workstream aligned to the service pillars
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Consistently set and communicate client expectations
• Create and execute actionable plans (e.g., initiatives to optimize working capital, instill liquidity-focused practices, improve process and organizational transparency)
• Identify risks and obstacles early, develop contingency plans, and communicate timely with the client
• Identify where service pillars are not functioning and take corrective action

Leadership

• Use prior experience to guide and encourage the team to think innovatively
• Assess the team’s current skill set and maximize each team member’s contribution
• 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 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 for

Compensation & Benefits

• Salary range: $125,000–$190,000 annually, dependent on factors including education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance; ask your recruiter for details
• 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 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 days available vary based on tenure and role type

Location

• Position is tied to the state where you are applying for (CPA education requirement).