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

Overview

This role supports financial reporting advisory engagements for private equity–backed portfolio companies. Responsibilities focus on preserving and generating value through improved transparency—providing accounting and financial reporting advice related to transactions and events, including adherence to new or revised accounting standards and strengthening financial reporting processes.

Pillars of Services

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• 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 (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 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
• 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, challenge the status quo, validate/disprove assumptions, and develop better assumptions
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organizational design, roles, and team
• Ensure issues and opportunities are clearly and concisely presented
• 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 services pillars
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Consistently set and communicate client expectations
• Use 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 services pillars are not functioning

Leadership

• Use prior experience to guide and encourage innovative thinking
• Recognize team members’ current skill sets and maximize their contributions
• Share knowledge and experience and 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
• CPA certification highly preferred

Compensation & Benefits

• Salary range: $175,000 - $250,000 annually, dependent on education, experience, skills, and geography (and other factors)
• 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
  • 401(k) retirement plan, including a discretionary contribution to the 401(k) if eligibility requirements are met
• Paid time off, including:
  • Vacation and personal days (amount varies by tenure and role type)
  • Seventy-two (72) hours of sick time (prorated for part time employees)
  • Ten federal holidays and one floating holiday
  • Parental leave

Location

Not specified in the job description.