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

Overview

This role is part of CFO Services (Financial Reporting Advisory), supporting private equity-held portfolio companies with solutions designed to preserve and generate value. The focus is on improving transparency through accounting and financial reporting advice across a range of transactions and events, including adherence to new or revised accounting standards and effective management of 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 (e.g., revenue recognition and lease transactions)
• Prepare and review pre- and post-deal financial reporting (e.g., opening/closing balance sheets) to meet contractual/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 IPO readiness by drafting SEC reporting and providing audit support
• Drive working capital disputes to favorable outcomes by managing the process through settlement or arbitration

Professional Expectations

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 different stakeholders’ perspectives
• Identify knowledge gaps, guide teams to challenge status quo, validate/disprove assumptions, or develop better assumptions
• Identify key business challenges; forecast liquidity needs; pinpoint financial/accounting process inefficiencies; and assess organization 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 workstreams aligned to the services provided
• Ensure project approach, timelines, and deliverables are logical, reasonable, and accurate
• Consistently set and communicate client expectations
• Employ actionable plans to optimize working capital, instill liquidity-focused culture, and improve transparency in processes and organizations
• Identify risks and obstacles early, create contingency plans, and communicate timely with clients
• Identify where the service pillars are not functioning

Leadership

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

Financial Acumen

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

Requirements

• Minimum 15+ years of relevant work experience in both public accounting and industry
• 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 individual and firm performance (ask 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, including a discretionary contribution to the 401(k) if eligibility requirements are met
• 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
  • Parental leave
• Vacation and personal day amounts vary based on tenure and role type

Location

No location information was provided in the source description.