PEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)
Core
Manager providing financial reporting advisory, accounting guidance, and interim management support to private equity portfolio companies to improve transparency and value.
Role type
Manager, Financial Reporting Advisory
Builds
Pre- and post-deal financial reporting, SEC reporting drafts, audit support, and working capital dispute resolutions
Domain
Private Equity / Financial Services / Accounting
Required skills
US GAAP expertise, financial modeling, project management, team leadership, financial analysis, process improvement, stakeholder management, SEC reporting knowledge
Preferred skills
CPA certification, IPO readiness experience, liquidity management, arbitration/settlement experience
Technologies
General Ledger systems, SEC reporting tools, Financial modeling software
Responsibilities
Maintain up-to-date knowledge of US GAAP and provide recommendations on complex accounting guidance; Prepare and review pre- and post-deal financial reporting to meet contractual/regulatory requirements; Investigate and remediate unexplained EBITDA volatility or unreconciled accounts; Guide clients through the IPO readiness journey by drafting SEC reporting and providing audit support; Drive working capital disputes to favorable outcomes through settlement or arbitration; Guide team members in information gathering and client interviews; Build and review various financial models and evaluate accounting treatments.
Seniority
Manager, hands-on IC with team leadership
