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

Overview

This role supports CFO Services engagements focused on financial reporting advisory for private equity–held portfolio companies. Responsibilities emphasize improving transparency through accounting and financial reporting guidance across complex transactions and events, including adherence to new or revised accounting standards and ensuring 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 (including areas 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 or interim management roles
• Guide 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; ensure relevant sources are pursued
• Lead and facilitate client interviews; ask inquisitive questions and understand stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge assumptions, validate information, disprove assumptions, and develop better assumptions
• Identify key business challenges; accurately forecast liquidity needs; pinpoint financial/accounting process inefficiencies; assess organization design, roles, and the team
• Ensure issues and opportunities are clearly and concisely presented
• Understand accounting and finance process flows and how information consolidates into the general ledger to drive improvement and value creation

Project Management and Implementation

• Own and complete a workstream aligned to CFO Services deliverables
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and communicate client expectations consistently
• Develop 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, develop contingency plans, and communicate timely with clients
• Identify areas where service pillars are not functioning effectively

Leadership

• Use prior experience to guide and encourage the team to think innovatively
• 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 factors including education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (ask recruiter for details)
• Regular employees working 30 or more hours per week are eligible to participate in fringe benefits including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages at 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 days vary based on tenure and role type

Location

Geography is a factor in the compensation range; specific location is not stated.

Additional Information

• Candidates are considered as they apply until the opportunity is filled.
• Applications are encouraged expeditiously for roles the candidate is qualified for and interested in.