PEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)
Core
Manager providing financial reporting advisory, IPO readiness support, and working capital dispute management for private equity portfolio companies.
Role type
Manager, Financial Reporting Advisory
Builds
SEC reporting, audit support, financial models, and liquidity optimization strategies
Domain
Private Equity / Financial Services
Required skills
US GAAP expertise, financial modeling, project management, team leadership, SEC reporting knowledge, working capital analysis, EBITDA volatility investigation
Preferred skills
CPA certification, experience with IPO readiness, dispute resolution (settlement/arbitration)
Technologies
General Ledger systems, SEC reporting tools, Financial modeling software
Responsibilities
Guide team members in data collection and validation; Lead client interviews and stakeholder analysis; 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
Manager, hands-on IC with team leadership
