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PEPI: Director, CFO Services–Financial Reporting Advisory
2 months ago
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 organization’s 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 client’s 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 10-15+ years of relevant work experience in both public accounting and industry
- CPA certification highly preferred
