Pepi: Manager, Cfo Services -- Financial Reporting Advisory (Open To All Us Locations)

Description

PEPI - CFO Services – Manager (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:

• Performance Measurement & Management
• Strategic Analytics & Planning
• Business Transformation
• Financial Reporting Advisory
• Liquidity & Working Capital Optimization

FOCUS AREAS – Financial Reporting Advisory:

• Guide clients through the IPO readiness journey by drafting SEC reporting and providing audit support
• Prepare 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 process
• Drive working capital disputes to favorable outcomes by managing the process through settlement or arbitration
• Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or interim management roles
• 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 guidance

PROFESSIONAL EXPECTATIONS:

Data Collection, Validation and Analysis

• Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization’s design, roles and team
• Guide and lead client interviews, ask inquisitive questions and understand different stakeholders’ perspective
• Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
• Ensure issues and opportunities are clearly and concisely presented
• Guide team members in information gathering approach and ensure all relevant sources of information are pursued

Project Management and Implementation

• Ensure that project approach, timeline and deliverables are logical, reasonable and accurate
• Ability to identify where the pillars of services CFO Services provides are not functioning
• Set and communicate client’s expectation consistently
• Identify risks and obstacles early on, create contingency plans and communicating timely with client
• Ability to own and complete a workstream based on the pillars of services CFO Services provides
• Employ actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)

Leadership

• Share knowledge and experience, provide coaching to teammates
• Recognize the current skill set of team members and maximize their level of contribution
• Leverage previous experience to guide and promote team to think innovatively

Financial Acumen

• Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
• Ability to provide valuable insight and improvement initiatives to senior management and board members

ACCREDITATION/EXPERIENCE:

• Minimum B.A / B.S. degree or equivalent from an accredited university by the time employment commences
• Accounting major

Meeting education requirement for CPA certification in the state where you are applying for

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