Alvarez & Marsal · 1 day ago
PEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal is a firm that specializes in providing financial advisory services to private equity held portfolio companies. They are seeking a Senior Director in CFO Services to provide accounting and financial reporting advice, ensuring adherence to accounting standards and effective management of financial reporting processes.
ConsultingProfessional Services
Responsibilities
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
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
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
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
Qualification
Required
Minimum 15+ years of relevant work experience in both public accounting and industry
CPA certification highly preferred
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
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
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
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
Benefits
Healthcare plans
Flexible spending and savings accounts
Life, AD&D, and disability coverages
401(k) retirement plan
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
Company
Alvarez & Marsal
Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.
H1B Sponsorship
Alvarez & Marsal has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (1)
2023 (3)
2022 (2)
Funding
Current Stage
Late StageRecent News
IndiaTimes
2025-12-25
2025-12-01
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