Description

　　PEPI - CFO Services - Associate (Financial Reporting Advisory)

　　OVERVIEW:

　　AandM CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency by providing accounting and financial reporting advice to clients on a wide range of transactions and events, including adherence to new or revised accounting standards and effective management of the financial reporting processes.

　　CFO Services Provides the following pillar of services:Liquidity and Working Capital OptimizationStrategic Analytics and PlanningPerformance Measurement and ManagementBusiness TransformationFinancial Reporting Advisory

　　FOCUS AREAS - Financial Reporting Advisory:Maintain up-to date knowledge of US GAAP with a technical understanding of accounting changes (e.g. revenue recognition and lease transactions) and provide clients with recommendations and conclusions on the application of complex accounting guidancePrepare and review pre- and post-deal financial reporting (e.g., opening / closing balance sheets) to meet contractual/regulatory requirements without interruptions to the standard business processInvestigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or interim management rolesAssist leadership in guiding clients through the IPO readiness journey by drafting SEC reporting and providing audit supportParticipate in working capital disputes to favorable outcomes by managing the process through settlement or arbitration

　　PROFESSIONAL EXPECTATIONS:

　　Data Collection, Validation and AnalysisHelp team members in information gathering approach and ensure all relevant sources of information are pursuedParticipate in client interviews, ask inquisitive questions and understand different stakeholders' perspectiveIdentify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptionsIdentify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and teamEnsure issues and opportunities are clearly and concisely presentedUnderstanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

　　Project Management and ImplementationEnsure that project approach, timeline and deliverables are logical, reasonable and accurateSet and communicate client's expectation consistentlyEmploy actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)Identify risks and obstacles early on, create contingency plans and communicating timely with clientAbility to identify where the pillars of services CFO Services provides are not functioning

　　Financial AcumenAbility to build and review various financial models, provide valuable financial analysis and evaluate accounting treatmentsAbility to provide valuable insight and improvement initiatives to senior management and board members

　　ACCREDIDATION /EXPERIENCE:Minimum B.A / B.S. degree or equivalent from an accredited university by the time employment commencesAccounting major

　　Meeting education requirement for CPA certification in the state where you are applying for

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　　Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity