Director - IPO Advisory jobs in United States
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CrossCountry Consulting · 6 hours ago

Director - IPO Advisory

CrossCountry Consulting is an advisory firm focused on creating positive experiences for clients and employees alike. As a Director in the Accounting Advisory practice, you will lead client engagements, drive business development, mentor junior team members, and contribute to the firm's leadership team while ensuring successful transaction management and client solutions.

AccountingConsultingFinanceRisk Management
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Growth Opportunities

Responsibilities

Drive client engagements to successfully plan and complete intricate transactions, encompassing mergers and acquisitions, IPOs, with specialized focus on carve-outs and divestitures
Leverage your financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance, to support clients in navigating diverse financial accounting and reporting considerations related to transactions
Collaborate across Accounting Advisory functions to provide versatile support during "off-market" periods, ensuring seamless assistance for other accounting advisory offerings while maintaining focus on primary transactional responsibilities
Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities
Collaborate with both CrossCountry and client teams to address business obstacles, offering insightful solutions and creating impactful deliverables
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues
Identify key industry developments and trends and articulate the potential impact on clients
Play an active role in attracting, interviewing, hiring, and retaining top talent

Qualification

IPO readiness assessmentsGAAP accounting principlesSEC complianceClient relationship buildingAI tools adoptionProject managementBachelor’s degreeCPACA certificationMentoring team membersContinuous learning mindset

Required

15+ years prior experience in professional services (public accounting, advisory firm, or management consulting firm)
Expertise leading clients and providing guidance through IPO readiness assessments and execution of IPOs process including timeline and reporting requirements
Deep expertise drafting all financial sections in the registration statement and responding to SEC comments; preparing technical accounting memos, guiding client through PCAOB uplift
Serve as a leader or co-leader in the IPO working group including all third-party advisors (bankers, attorneys, auditors) and with executive leadership and board
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Strong project management skills including cross-functional experience, external audit liaison, and working group
Experience mentoring and developing junior team members
Consistent success in building and developing strong client relationships

Preferred

CPA or CA certification preferred
Bachelor's degree in Accounting, Finance, or related field

Benefits

Comprehensive healthcare options, including medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs

Company

CrossCountry Consulting

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CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.

Funding

Current Stage
Late Stage
Total Funding
$1.5M
2022-12-06Acquired
2021-02-11Series Unknown· $1.5M

Leadership Team

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Erik Linn
Co-Founder and Managing Partner
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Amy M. Seibel
Chief Financial Officer
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Company data provided by crunchbase