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

Overview

This role provides Financial Reporting Advisory services for private equity-owned portfolio companies. The engagement focuses on preserving and generating value by improving transparency through accounting and financial reporting advice across a range of transactions and events, including adherence to new or revised accounting standards and strengthening financial reporting processes.

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 IPO readiness by drafting SEC reporting materials and providing audit support
• Lead working capital disputes to favorable outcomes by managing processes through settlement or arbitration

Data collection, validation, and analysis

• Guide team members on information-gathering approaches and ensure relevant sources are pursued
• Lead client interviews, ask inquisitive questions, and incorporate perspectives from different stakeholders
• Identify knowledge gaps and guide the team to challenge assumptions; validate, disprove, and/or develop better assumptions
• Identify key business challenges, forecast liquidity needs accurately, 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 organization’s service pillars
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Consistently set and communicate client expectations
• Develop and drive actionable plans (e.g., initiatives to optimize working capital, instill a liquidity-focused culture, and improve transparency in processes and organization)
• Identify risks and obstacles early, create contingency plans, and communicate timely updates to the client
• Identify gaps where service pillars are not functioning

Leadership

• Use prior experience to guide and promote innovative thinking in the team
• Assess team skill sets and maximize each person’s contribution
• Share knowledge and experience; provide coaching to teammates

Financial acumen

• Build and review financial models, perform 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
• Strong understanding of accounting and finance process flows and financial reporting requirements

Preferred Qualifications

• CPA certification highly preferred

Compensation & Benefits

• Salary range: $175,000 - $250,000 annually, dependent on factors including education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance
• Fringe benefits for regular employees working 30+ hours/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 401(k) (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