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

Overview

This role provides Financial Reporting Advisory support within CFO Services for private equity-held portfolio companies. The focus is on improving transparency and delivering accounting and financial reporting advice across a range of transactions and events, including adherence to new or revised accounting standards and strengthening management of the financial reporting process.

Service areas include:

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

Responsibilities

Focus Areas – Financial Reporting Advisory

• 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 the application of complex accounting guidance
• 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 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 and ensure all relevant sources of information are pursued
• Lead client interviews by asking inquisitive questions and understanding different stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge assumptions, validate information, 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 the 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 drive improvement and value creation

Project Management and Implementation

• Own and complete a workstream aligned to the organization’s CFO Services pillars
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Use actionable plans (e.g., initiatives 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 the client
• Identify where service pillars are not functioning

Leadership

• Use prior experience to guide and encourage the team to think innovatively
• Recognize the current skill set of team members and maximize contribution
• Share knowledge and experience; provide coaching to teammates

Financial Acumen

• Build and review financial models; provide financial analysis; 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

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 (details available through the recruiter)
• 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, with a discretionary contribution (subject to eligibility requirements)
• Paid time off, including:
  • Vacation (varies based on tenure and role type)
  • Personal days (varies based on tenure and role type)
  • Seventy-two (72) hours of sick time (prorated for part-time employees)
  • Ten federal holidays
  • One floating holiday
  • Parental leave

Additional Information

• Recruitment is ongoing; 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.