PEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)
at Alvarez & Marsal Private Equity Performance Improvement Group, LLC
in
Atlanta,
Georgia
PEPI - CFO Services Senior Director (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:
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
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 organizations design, roles and team
Ensure issues and opportunities are clearly and concisely presented
Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation
Project Management and Implementation
Ability to 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 clients expectation 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 communicating timely with client
Ability to 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
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
ACCREDITION/EXPERIENCE:
Minimum 15+ years of relevant work experience in both public accounting and industry