PEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)
$150k - $225kAlvarez & Marsal
(Financial Reporting Advisory)
OVERVIEW
A&M CFO Services work with private equity held portfolio companies and provide their 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. Description PEPI – CFO Services – Director Financial Reporting Advisory CFO Services Pillars Liquidity & Working Capital Optimization Strategic Analytics & Planning Performance Measurement & Management Business Transformation Financial Reporting Advisory FOCUS AREAS – Financial Reporting Advisory Maintain up-to-date knowledge of US GAAP with technical understanding of accounting changes (e.g., revenue recognition and lease transactions) and provide clients with recommendations and conclusions on 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 standard business processes. 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 Own and complete a workstream based on the pillars of services CFO Services provides. Ensure that project approach, timeline and deliverables are logical, reasonable and accurate. Set and communicate client’s expectations consistently. Employ 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. Identify where the pillars of services CFO Services provides are not functioning. 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. Provide valuable insight and improvement initiatives to senior management and board members.ACCREDIATION/EXPERIENCE
Minimum 10-15+ years of relevant work experience in both public accounting and industry. CPA certification highly preferred. Salary range: $150,000-$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. A&M offers a discretionary bonus program based on a number of factors, including individual and firm performance. Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages 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). Employees are eligible for paid time off including vacation, personal days, seventy-two hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies by tenure and role type. Click here for more information regarding A&M’s benefits programs. Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and are of interest to them. Culture & Values At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing. Equal Opportunity Employer Alvarez & Marsal’s practice is to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and applicants can find A&M policy statements and additional information by region here. Unsolicited Resumes from Third-Party Recruiters We do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #J-18808-Ljbffr Alvarez & MarsalVacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the PEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) in San Francisco, CA vacancy
$175k - $250k
OVERVIEW A&M CFO Services works with private equity‑held portfolio companies to... ...preserve and generate value. The Senior Director - CFO Services (Financial Reporting Advisory) leads efforts to improve... ...Maintain up‑to‑date knowledge of US GAAP and technical understanding...FinancialWork experience placementFlexible hours$90k - $130k
...Performance Improvement Associate, CFO Services - (Digital Finance) OVERVIEW... ...Improvement Services (PEPI) practice works with private... ...ability to execute and deliver financial outcomes. Our PEPI CFO Services... ..., Finance and Accounting Advisory Services QUALIFICATIONS Graduate...FinancialPart timeFlexible hours$150k - $225k
Alvarez & Marsal is seeking a Director for their CFO Services team in San Francisco. This role involves managing financial reporting advisory for private equity held portfolio companies. The... ..., and ensure compliance with US GAAP while driving improvements for clients...Financial$150k - $225k
...PEPI: Director, Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS) Alvarez & Marsal (A&M) is a global consulting... ...Improvement Services (PEPI) practice, with... ...offices throughout the US, focuses on serving the... ...distribution functions Previous advisory experience from a top-...Suggested$175k - $250k
Alvarez & Marsal is seeking a Senior Director for CFO Services in San Francisco to enhance financial reporting and advisory services. The role demands a leader who can drive operational improvements, manage performance, and guide clients through complex transactions. The...Financial- ...Location: Anywhere in Country At EY, we’re all in... ...opportunity EY's Oracle Services practice is a national... ..., including Record-to-Report (R2R), Procure-to-Pay (... ...business models, financial processes, and operational... ...geographic locations in the US is $X to $X. The base...FinancialSummer holidayRemote workFlexible hours
$170k - $240k
Regulatory Reporting Director - US FinTech SF Bay Area, United States... ...of Positions: 1 Location United States -... .../ Austin / Miami). Open to candidates based... ...Reporting To CCO / CFO / General Counsel (depending... ...experience within financial services, broker‑dealer, asset...FinancialRemote work$124.91k - $236.8k
...Baker Tilly is a leading advisory, tax and assurance firm... ...of the world’s leading financial centers - New York,... ...Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative... ...qualifications, and geographic location. #J-18808-Ljbffr Baker...FinancialLocal areaShift work$125k - $190k
...Performance Improvement Services (PEPI) practice serves... ...M&A Services CFO Services How You... ...and distribution locations, product flow,... ...meet growth and financial objectives. Analyze... .... Prior advisory experience from a... ...for a specified opening. Any employment agency...FinancialInterim roleFlexible hours$142.6k - $261.5k
Location: Anywhere in Country At EY, we’re all in to... ...businesses worldwide look to us for authoritative,... ...the value of EY services Excellent business acumen... ...as planning, status reporting, budgets and risk and... ...support your physical, financial, and emotional well‑being...FinancialSummer holidayWorldwideFlexible hours$150k - $225k
...Performance Improvement - Director, Supply Chain:... ...& Sourcing (OPEN TO ALL U.S. LOCATIONS) About Alvarez... ...Improvement Services (PEPI) practice focuses... ...M&A Services CFO Services A&M’s... ...meet growth and financial objectives through... ...experience. Previous advisory experience from...FinancialContract workPart timeInterim roleFlexible hours$171.6k - $392.1k
...Location: Anywhere in Country At EY, we’re all in to shape... ...is rooted in EY’s SAP service line capabilities (... ...environments and prior advisory experience relevant to... ...geographic locations in the US is $171,600 to $392,100... ...support your physical, financial, and emotional well‑...FinancialSummer holidayFlexible hours$142.6k - $261.5k
...Location: Chicago, Akron, Arlington, Atlanta, Austin,... ...deliver exceptional client service — providing advice on... ...applications (planning, reporting, close/consolidation)... ...application data, data modeling, financial modeling. Strong... ...locations in the US is $142,600 to $261,500...FinancialWork experience placementSummer holidayFlexible hours- ...The KPMG Advisory practice is at the forefront of transformation... ..., Accounting Advisory Services in Accounting Advisory... ...a change in their financial reporting to U.S. Generally... ...who will work in the location(s) listed. Any offered... ...bottom of our KPMG US Careers site at Benefits...FinancialH1bLocal area
$140k - $170k
...was to establish an advisory firm that stands... ...people has earned us numerous awards including... ...rapidly growing Financial Due Diligence... ...quality of earnings reports with a view toward... ...Learning Mindset: Openness to learning and... ...preferred. For applicants located in San Francisco,...FinancialLocal areaFlexible hours3 days per week$150k - $225k
Director, Pricing—Commercial Excellence Alvarez & Marsal (A&M)... ...Equity Performance Improvement (PEPI) practice serves middle‑... ...their portfolio companies. OPEN TO ALL U.S. LOCATIONS How You Will Contribute... ...pricing experience. Strong financial acumen, understanding of P&...FinancialFlexible hours$142.6k - $261.5k
Location: Anywhere in Country At EY, we’re all in to shape... ...is rooted in EY’s SAP service line capabilities (... ...environments and prior advisory experience relevant to... ...geographic locations in the US is $142,600 to $261,500... ...support your physical, financial, and emotional well‑...FinancialSummer holidayFlexible hours$179k - $262k
...Tilly is a leading advisory, tax and assurance... ...U.S. and world financial centers. We provide professional services across audit, tax,... ...quality of earnings reports. Conduct research... ...schedule and work location. You are committed... ...basis. #J-18808-Ljbffr Baker Tilly USFinancial$126k - $182k
...to join our Transaction Advisory Service team within our Financial Advisory Services team. This... ...structured programs (ask us about My Time Off, My... ...preparation of quality of earnings reports Research and financial... ...and geographic location. Baker Tilly offers a comprehensive...FinancialLocal areaShift work$102.1k - $187k
...Location: Anywhere in country. At EY, we're all in... ...working world. Tax Services Manager - Financial Services Office -... ...Customer Tax Operations and Reporting (CTOR) EY is a... ...bold ambition have put us at the center of the... ...Our Business Tax Advisory practice gives you the...FinancialSummer holidayWork at officeRemote workFlexible hours$100k - $125k
...Assurance Manager, Accounting Advisory & Outsourcing is... ...accounting and reporting matters and assisting... ...technical accounting and financial reporting matters Researches... ...000 - $125,000 About Us Join us at BDO, where... ..., tax and advisory services for a diverse range of...FinancialWork experience placementWork at office$95.4k - $180.4k
...provider of professional services to the middle... ...and customized advisory services to navigate... ..., risk, and reporting requirements. RSM'... ...philanthropy. This allows us to deliver... ...risk management, or financial structures. Advanced... ..., certifications, location, etc. As such, pay...FinancialTemporary workWork experience placementInternshipWork at officeLocal area$215k - $230k
Director, External Reporting & Technical Accounting Join... ...Company’s external financial reporting,... ...with third-party service providers.... ...California based locations will be $215,0... ...PEPI: Director, CFO Services--Financial... ...Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) San...FinancialFull time$150k - $225k
...Improvement Director, Supply Chain... ...& Logistics (OPEN TO ALL U.S. LOCATIONS) About Alvarez... ...Improvement Services (PEPI) practice, with... ...the US, focuses on serving... ...M&A Services CFO Services A&M’... ...meet growth and financial objectives.... ...experience Previous advisory experience...FinancialFull timePart timeInterim roleFlexible hours$124.91k - $236.8k
Baker Tilly US is seeking an experienced Financial Advisory Manager in San Francisco to lead projects that assist middle-market financial institutions with transactions, regulatory rules, and innovative finance solutions. The ideal candidate will have over 6 years of experience...Financial$157k - $199k
Senior Manager, Financial Reporting & Technical Accounting... ...products and services that support trading... ...into Accounting Advisory (e.g., CFGI, FTI,... ...factors such as location, skillset,... ..., it is not from us. Official Channels... ...legitimate FalconX openings are listed on our...FinancialLocal area$197k - $247.25k
...of the business — for financial sponsors and... ...statement audits, accounting advisory, or similar transaction... ...advisory consulting services with deep experience... ...including proficiency in US GAAP, SEC reporting rules and standards;... ...the role, geographic location, and internal equity....FinancialInternshipSeasonal workWork at officeLocal areaRemote work3 days per week$174k - $356k
...Location: San Francisco As a Director at CrossCountry Consulting you will be... ...policy implementations, financial reporting, and operational... ...in all areas of US GAAP and/or IFRS, including... ...and new service offerings Manage teams... ...Learning Mindset: Openness to learning and applying...FinancialWork at officeLocal areaFlexible hours3 days per week$250k - $400k
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence Join to apply for the Managing Director,... ...diligence, critical decision making, report writing, and project management... ...accounting areas such as US GAAP Exhibit an executive presence...Financial$160k - $222k
...Senior Manager, External Financial Reporting & SEC Compliance Location: Las Vegas, NV (Onsite -... ...Las Vegas, NV. Candidates open to relocation are... ...-Q, 8-K) - required, not advisory ~ Strong knowledge of U... ...processes supporting CEO and CFO certifications Internal...FinancialFull timeRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS). Be the first to apply!
Related searches
- chief financial officer cfo San Francisco, CA
- construction cfo San Francisco, CA
- cfo real estate San Francisco, CA
- chief financial officer San Francisco, CA
- cfo San Francisco, CA
- executive assistant to cfo San Francisco, CA
- hedge fund cfo San Francisco, CA
- manager of environmental services San Francisco, CA
- member service manager San Francisco, CA
- director of ancillary services San Francisco, CA

