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

Overview

This role is for a Senior Associate in Financial Reporting Advisory within a CFO Services team that supports private equity-held portfolio companies. The team provides solutions to preserve and generate value by improving transparency through accounting and financial reporting advice on various transactions and events, including compliance with new or revised accounting standards and effective financial reporting process management.

Responsibilities

CFO Services Pillars

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

Financial Reporting Advisory Focus Areas

• Maintain up-to-date knowledge of US GAAP and technical accounting changes (e.g., revenue recognition, lease transactions) and provide recommendations on complex accounting guidance application
• Prepare and review pre- and post-deal financial reporting such as opening and closing balance sheets to meet contractual and regulatory requirements without disrupting standard business processes
• Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or interim management roles
• Assist leadership in guiding clients through IPO readiness by drafting SEC reporting and providing audit support
• Participate in working capital disputes, managing the process through settlement or arbitration to achieve favorable outcomes

Professional Expectations

Data Collection, Validation, and Analysis

• Assist team members in gathering information and ensure all relevant sources are pursued
• Participate in client interviews, ask insightful questions, and understand different stakeholders’ perspectives
• Identify knowledge gaps, challenge assumptions, and develop improved conclusions
• Identify key business challenges, forecast liquidity needs, pinpoint financial and accounting process inefficiencies, and assess organizational design and team roles
• Clearly and concisely present issues and opportunities
• Understand accounting and finance process flows and how information consolidates into the general ledger to drive improvements and value creation

Project Management and Implementation

• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Consistently set and communicate client expectations
• Develop actionable plans such as 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 clients
• Recognize when CFO Services pillars are not functioning effectively

Financial Acumen

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

Requirements

• Minimum B.A. or 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 of application

Compensation & Benefits

• Salary range: $100,000 to $150,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance

Location

Not specified