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

PEPI - CFO Services – Manager (Financial Reporting Advisory) Financial Reporting Advisory 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 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 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. 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, challenge the team to question 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. 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. Compensation and Benefits The salary range is $125,000–$190,000 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 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. The amount of vacation and personal days available varies based on tenure and role type. EEO Statement We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, sexual orientation, veteran status, or any other protected status in accordance with applicable law. #J-18808-Ljbffr Alvarez & Marsal