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

Focus Areas – Financial Reporting Advisory

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

Professional Expectations

• Data Collection, Validation and Analysis
• Guide team members in information gathering approach and ensure all relevant sources of information are pursued
• 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
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization’s design, roles and team
• Ensure issues and opportunities are clearly and concisely presented
• Understand accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation
• Project Management and Implementation
• Able to own and complete a workstream based on the pillars of services CFO Services provides
• Set and communicate client’s expectation consistently
• Create actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)
• Identify risks and obstacles early on, create contingency plans and communicating timely with client
• Leverage previous experience to guide and promote team to think innovatively
• Recognize the current skill set of team members and maximize their level of contribution
• Share knowledge and experience, provide coaching to teammates
• Financial Acumen
• Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
• Provide valuable insight and improvement initiatives to senior management and board members

Accreditation/Experience

• Minimum 10-15+ years of relevant work experience in both public accounting and industry
• CPA certification highly preferred

Pay

The salary range is $150,000-$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.

Benefits

• Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan.
• Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.
• Employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.