Description

PEPI - CFO Services Senior Director (Financial Reporting Advisory)

OVERVIEW:

A M 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 Working Capital OptimizationStrategic Analytics PlanningPerformance Measurement ManagementBusiness Transformation Financial 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 rolesGuide clients through the IPO readiness journey by drafting SEC reporting and providing audit supportDrive 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 approach and ensure all relevant sources of information are pursuedGuide and lead 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 organizations 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 Implementation

Ability to own and complete a workstream based on the pillars of services CFO Services providesEnsure that project approach, timeline and deliverables are logical, reasonable and accurateSet and communicate clients 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

Leadership

Leverage previous experience to guide and promote team to think innovativelyRecognize the current skill set of team members and maximize their level of contributionShare knowledge and experience, provide coaching to teammates

Financial Acumen

Ability 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

ACCREDITION/EXPERIENCE:

Minimum 15 years of relevant work experience in both public accounting and industryCPA certification highly preferred

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

Minimum Salary: 0.00Maximum Salary: 0.00Salary Unit: Yearly