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

San Francisco, CA, US💼 Full-time💰 $175,000–$250,000🗓 2026-05-08 → 2026-08-13

Core

Senior Director leading financial reporting advisory for private equity portfolio companies, focusing on GAAP compliance, deal reporting, IPO readiness, and resolving financial volatility.

Role type

Senior Director, Financial Reporting Advisory

Builds

Financial reporting solutions, SEC filings, and liquidity optimization strategies for private equity clients

Domain

Private Equity / Financial Reporting / Accounting

Deliverable

production ML models | product features | dashboards & analysis | client delivery

Required skills

US GAAP expertise, financial modeling, project management, team leadership, SEC reporting knowledge, EBITDA analysis, working capital management

Preferred skills

CPA certification

Technologies

General Ledger systems, SEC reporting tools

Responsibilities

Guide team in data collection and validation for complex accounting issues; Prepare and review pre- and post-deal financial reporting; Investigate and remediate unexplained EBITDA volatility; Guide clients through IPO readiness and SEC reporting; Drive working capital disputes to favorable outcomes

Seniority

Senior Director, hands-on leadership

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