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

Overview

This role is part of CFO Services focused on Financial Reporting Advisory for private equity–owned portfolio companies. Responsibilities center on improving transparency through accounting and financial reporting advice across transactions and events, including adherence to new or revised accounting standards and effective management of financial reporting processes.

Responsibilities

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 and/or interim management roles
• Support clients through IPO readiness by drafting SEC reporting and providing audit support
• Lead 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 approach and ensure all relevant sources are pursued
• Guide and lead client interviews; ask inquisitive questions and understand different stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge assumptions, validate or disprove, and/or develop improved assumptions
• Identify key business challenges; accurately forecast liquidity needs; pinpoint financial/accounting process inefficiencies; 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 organization’s CFO Services pillars
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and communicate client expectations consistently
• Employ actionable plans (e.g., initiatives to optimize working capital, instill 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
• Recognize team members’ current skill sets and maximize contributions
• Share knowledge and provide coaching to teammates

Financial Acumen

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

Requirements

• Minimum 15+ years of relevant work experience in both public accounting and industry

Preferred Qualifications

• CPA certification highly preferred

Compensation & Benefits

• Salary range: $175,000 - $250,000 annually, dependent on variables including education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (details available through the recruiter)
• Regular employees working 30 or more 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 with a discretionary employer contribution (eligibility requirements apply)
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part-time employees), ten federal holidays, one floating holiday, and parental leave
• Vacation and personal day availability varies based on tenure and role type

Location

Not specified in the provided description.