PEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)
Core
Provide financial reporting advisory, IPO readiness support, and working capital dispute management for private equity portfolio companies.
Role type
Manager, Financial Reporting Advisory
Builds
Pre- and post-deal financial reports, SEC filings, and audit support packages
Domain
Private Equity / Financial Services
Required skills
US GAAP expertise, financial modeling, project management, team leadership, financial analysis, process improvement, stakeholder management, SEC reporting knowledge
Preferred skills
CPA certification, experience with liquidity optimization, IPO readiness, dispute resolution
Technologies
General Ledger systems, SEC reporting tools, financial modeling software
Responsibilities
Guide team members in data collection and validation; Lead client interviews and identify business challenges; Own and complete workstreams for financial reporting and advisory; Build and review financial models for senior management; Manage working capital disputes through settlement or arbitration; Guide clients through the IPO readiness journey.
Seniority
Manager, hands-on IC with team leadership
