PEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)
Liquidity & Working Capital Optimization
Focuses on maintaining up-to-date knowledge of US GAAP, providing recommendations on the application of complex accounting guidance, preparing and reviewing financial reports, investigating and remediating financial discrepancies, and guiding clients through IPO readiness.
Strategic Analytics & Planning
Involves providing strategic insights, developing financial models, conducting financial analysis, evaluating accounting treatments, and offering improvement initiatives to senior management and the board.
Performance Measurement & Management
Involves identifying key business challenges, forecasting liquidity needs, pinpointing financial/accounting process inefficiencies, assessing organizational design, and presenting findings clearly and concisely.
Business Transformation
Involves leading teams to think innovatively, recognizing and maximizing team member skills, sharing knowledge and experience, and promoting a culture of continuous improvement.
Financial Reporting Advisory
Involves maintaining up-to-date knowledge of US GAAP, providing recommendations and conclusions on the application of complex accounting guidance, preparing and reviewing financial reports, investigating and remedying financial discrepancies, and guiding clients through the IPO readiness journey.
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' perspectives
- Identify knowledge gaps, 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
- Own and complete a workstream based on the pillars of services CFO Services provides
- Set and communicate client's expectations 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 communicate timely with client
- 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
Leadership
- 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
- Build and review various financial models
- Provide valuable financial analysis and evaluate accounting treatments
- Offer valuable insight and improvement initiatives to senior management and board members
Salary Range
$175,000 - $250,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.
Benefits
- Healthcare plans
- Flexible spending and savings accounts
- Life, AD&D, and disability coverages
- Discretionary bonus program
- 401(k) retirement plan
- 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