The Role
The Director of IPO Advisory will lead client engagements for IPOs and other transactions, mentor junior staff, and develop business opportunities. Responsibilities include managing financial compliance and collaborating with teams to address client needs while also focusing on emerging technologies like AI.
Summary Generated by Built In
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
By joining our rapidly growing Accounting Advisory practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As a Director at CrossCountry Consulting you will be responsible for a mix of client delivery, business development, leading teams and developing junior team members, as well as serving as a member of CrossCountry’s leadership team.
What You'll Do:
- 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
What You'll Bring:
- 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
Qualifications:
- CPA or CA certification preferred·
- Bachelor’s degree in Accounting, Finance, or related field
- Willingness to travel (With that said, our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling back-to-back extended travel projects. Even so, travel will vary project-to-project based on client preferences and may sometimes come in “bursts.")
#LI-Hybrid
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Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
Skills Required
- 15+ years in professional services, advising on IPOs
- CPA or CA certification
- Bachelor's degree in Accounting, Finance or related field
- Expertise in GAAP accounting and SEC compliance
- Strong project management skills and client relationship management
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The Company
What We Do
CrossCountry Consulting is a trusted business advisory firm that provides customized finance, accounting, human capital management, risk, operations and technology consulting services to leading organizations facing complex change. We partner with our clients to help them navigate pressing business challenges and achieve goals related to improving operations, minimizing risks and enabling future growth.
