Director, Financial Reporting Advisory & IPO Readiness

Alvarez & Marsal; New York (NY); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal seeks a seasoned CFO Services Director to partner with private equity portfolio companies, delivering accounting and financial reporting advisory services across complex transactions and regulatory requirements. You will lead pre/post-deal reporting, EBITDA analytics, and capital management initiatives to sustain value creation.

Responsibilities include guiding client teams, outlining liquidity improvements, and supporting IPO readiness with SEC reporting and audit support.

Qualifications

• 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 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

Responsibilities

• 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

Education

CPA certification

10-15+ years experience in public accounting and industry

Job description

Alvarez & Marsal seeks a seasoned CFO Services Director to partner with private equity portfolio companies, delivering accounting and financial reporting advisory services across complex transactions and regulatory requirements. You will lead pre/post-deal reporting, EBITDA analytics, and capital management initiatives to sustain value creation.

Responsibilities include guiding client teams, outlining liquidity improvements, and supporting IPO readiness with SEC reporting and audit support.