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

Overview

This role supports PEI/transaction and portfolio-company environments by providing financial reporting advisory services. Responsibilities focus on improving transparency through accounting and financial reporting guidance across a range of transactions and events, including adherence to new or revised accounting standards and strengthening financial reporting processes.

Service pillars include:

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

Primary focus: Financial Reporting Advisory

Responsibilities

Financial Reporting Advisory

• 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 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 approaches and ensure all relevant sources are pursued
• Lead client interviews; ask inquisitive questions and understand stakeholder perspectives
• Identify knowledge gaps and guide teams to challenge assumptions; validate, disprove, and/or develop better 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, including how information is consolidated into the general ledger, to identify improvement and value creation opportunities

Project Management and Implementation

• Own and complete workstreams aligned to the service pillars
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Develop and execute 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 the service pillars are not functioning and help drive corrective actions

Leadership

• Leverage prior experience to guide and promote innovative thinking within the team
• Recognize each team member’s current skill set and maximize contribution
• Share knowledge and experience; provide coaching to teammates

Financial Acumen

• Build and review financial models; provide 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 education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask your recruiter for details)
• 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 company 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 amounts vary based on tenure and role type

Location

• Not specified in the provided description.

Application

• 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.