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

Alvarez & Marsal Deutschland GmbH; Miami (FL); On-site; USD 150,000 - 225,000; Full time

Job summary

An established industry player is seeking a Director for CFO Services in Miami, specializing in Financial Reporting Advisory. This role involves working closely with private equity portfolio companies, providing strategic financial guidance to enhance transparency and value creation. You will lead teams in navigating complex accounting standards, managing financial reporting processes, and driving performance improvements. This position offers a dynamic environment where your expertise will directly impact client success and operational efficiency. If you are passionate about finance and leadership, this is an exciting opportunity to make a significant difference.

Benefits

Healthcare Plans

401(k) Retirement Plan

Paid Time Off

Discretionary Bonus Program

Flexible Spending Accounts

Life and Disability Coverage

Qualifications

• 10-15+ years of experience in public accounting and industry.
• CPA certification is highly preferred.

Responsibilities

• Guide clients through financial reporting and compliance.
• Manage projects to optimize working capital and improve processes.
• Lead teams in data collection and analysis for financial insights.

Skills

Financial Reporting

Project Management

Data Analysis

Liquidity Management

Leadership

Accounting Standards (US GAAP)

Education

Bachelor's Degree in Finance or Accounting

CPA Certification

Job description

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

Location: Miami, FL, United States
Date Posted: Oct 25, 2024

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
• 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
• 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

The salary range is $150,000-$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of 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. Additionally, 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.