Director of IPO Advisory Services

At CrossCountry Consulting, we aim to establish an advisory firm distinguished by our core values and a commitment to fostering a positive experience for both our clients and our team members. We believe that collaboration, enthusiasm, generosity, and perseverance are the cornerstones of our success. Our advisory solutions encompass accounting and risk manag…

At CrossCountry Consulting, we set out to create a distinctive advisory firm that not only prioritizes our Core Values but also enriches the experiences of both our clients and our employees. We believe in collaboration, enthusiasm, generosity, and perseverance as the cornerstones of our success. Our advisory solutions encompass accounting and risk, technology-driven transformation, and transactions, enabling us to partner with clients in overcoming current challenges while generating sustainable value for the future.Our investment in our team's well-being has earned us accolades such as being listed among Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by reading employee testimonials here.As a key member of our expanding Accounting Advisory team, you will act as a trusted advisor to our clients, leveraging your personal experience, unique insights, and expertise to deliver customized, integrated solutions that address current issues and lay the groundwork for future success. With guidance from seasoned leaders and a dedicated coach, you will join a collaborative community that encourages contributions beyond client delivery.

Elevate Your CareerAt MorganFranklin Consulting, we provide exceptional opportunities for professional growth and career development. Our vibrant, entrepreneurial environment is designed to support you at every stage of your career journey.Take on new challenges and create significant value for some of the most influential Fortune 100 companies, innovative growth firms reshaping their sectors, and mid-market organizations seeking guidance through pivotal moments in their business lifecycle. Collaborate alongside industry leaders to tackle complex client challenges and make a meaningful impact. Experience fulfillment in your work as a member of a diverse team that values collaboration and ongoing learning.The Team - Accounting AdvisoryOur Accounting Advisory team features a robust blend of experienced public accountants and business consultants with specialized knowledge across various industries. We adopt a holistic approach to assist clients in navigating the IPO process, providing M&A lifecycle support, and utilizing our Technical Accounting Solution Center to resolve critical financial reporting and technical accounting challenges.Your ContributionAssist rapidly growing companies and renowned enterprises (both publicly traded and privately held) on diverse projects such as IPO preparation, transaction support, carve-outs and spin-offs, audit readiness, and implementation of new accounting standards.Collaborate with clients and colleagues on technical accounting matters to offer research-backed guidance, technical accounting documentation, and recommendations for viable solutions.Develop and deliver presentations on technical topics, project plans, delivery strategies, milestones, and outcomes to client stakeholders.Monitor team progress to ensure adherence to work programs and professional standards.Provide education to internal and external audiences on best practices in Accounting Advisory.Identify, create, and implement innovative business solutions to continuously enhance the firm’s methodologies and approaches.Establish trust and credibility as a valued advisor.Nurture client relationships with a focus on identifying and securing new business opportunities.Participate actively in career development initiatives and technical training for staff.

At CrossCountry Consulting, our ambition has always been to create an advisory firm that distinguishes itself through unwavering commitment to our Core Values. We are dedicated to fostering a positive experience for both our clients and our team members. Our belief in collaboration, enthusiasm, generosity, and perseverance is fundamental to our success. Our advisory solutions cover a wide spectrum including accounting and risk management, technology-driven transformations, and transaction advisory services. We work alongside our clients to address current challenges and unlock future value.Our dedication to our team has resulted in numerous accolades, including recognition from Inc5000 as one of the Fastest Growing Companies and accolades from Glassdoor as one of the Best Places to Work. Discover what makes our culture unique by exploring our employee reviews here.As an integral part of our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to clients spanning various industries, stages of growth, and organizational sizes. This includes early-stage businesses, emerging growth companies, middle-market firms, and large, complex organizations. Our engagements cover both public and private sectors, with significant involvement in Private Equity-backed portfolio companies. You will leverage your experience, insights, and specialized knowledge to deliver customized integrated solutions that address immediate challenges and build a foundation for long-term success. As an Associate Director at CrossCountry Consulting, your responsibilities will include client engagement, team leadership, mentorship of junior staff, and participation in business development initiatives.

At CrossCountry Consulting, we strive to distinguish ourselves as a premier advisory firm, deeply rooted in our Core Values and committed to fostering a positive experience for both our clients and our team members. We believe that collaboration, enthusiasm, generosity, and perseverance are the key drivers of our success. Our advisory solutions encompass a wide range of services including accounting, risk management, technology-enabled transformation, and transactional support. We work alongside our clients to tackle contemporary challenges and create value for the future.Our dedication to our employees has been recognized with multiple accolades, including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by visiting here.We are currently in search of a skilled and motivated Managing Director to enhance our Transaction Advisory Services team, with a focus on Initial Public Offerings (IPO). In this pivotal role, you will lead and inspire teams, drive the growth of our practice, and support clients, ranging from startups to large enterprises, specifically in the IPO realm. Your expertise will ensure that financial reporting, operational governance, and risk management are executed with precision. Collaborating with third-party advisors such as bankers, attorneys, and auditors, you will also work closely with executive leadership to ensure the success of IPO engagements. Your leadership will be crucial in cultivating a high-performing practice and nurturing a culture of excellence and innovation.

Elevate Your Career Join us at MorganFranklin Consulting, where we provide exceptional growth opportunities and career progression. Our vibrant, entrepreneurial culture is designed to support your professional journey at every turn. Take on new challenges and add tangible value to renowned Fortune 100 brands, innovative growth companies reshaping their sectors, and mid-market firms navigating pivotal moments in their lifecycle. Collaborate closely with business leaders to address intricate client issues and make a meaningful impact. Enjoy a fulfilling career within a diverse organization dedicated to teamwork and lifelong learning. About Our Team - Accounting Advisory Our Accounting Advisory team consists of a strong blend of experienced public accountants and business consultants with extensive industry knowledge. We adopt a holistic approach to assist clients through the IPO process, M&A lifecycle support, and utilize our Technical Accounting Solution Center to tackle critical financial reporting and technical accounting challenges. Your Role and Responsibilities Provide expert advice to financial services and banking clients—both public and private—on strategic initiatives such as IPO readiness, transaction support, carve-outs, spin-offs, audit preparedness, and the implementation of new accounting standards. Work collaboratively with clients and internal teams on matters related to technical accounting and controls, delivering research-informed guidance and actionable insights. Create and present engaging presentations on technical topics, project plans, delivery strategies, and outcomes to client stakeholders. Oversee team progress to ensure alignment with work programs and adherence to professional standards. Educate both internal and external audiences on accounting best practices, especially in relation to emerging financial technologies and digital assets. Innovate and implement business solutions to enhance the firm's methodologies and client delivery. Establish trust and credibility as a strategic advisor in the financial services and digital assets sectors. Manage client relationships with a focus on identifying and securing new business opportunities. Engage actively in career development initiatives and technical training programs.

At CrossCountry Consulting, our mission has always been to create an advisory firm that distinguishes itself through dedication to our Core Values. We prioritize a positive experience for both our clients and our team members. We hold collaboration, enthusiasm, generosity, and perseverance as the pillars of our success. Our advisory solutions encompass accounting and risk management, technology-driven transformation, and transactional support, enabling us to partner effectively with our clients to address contemporary challenges and drive long-term value.We pride ourselves on our commitment to our team, which has earned us accolades such as Inc. 5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover more about our unique culture and what our employees have to say by clicking here.As a part of our expanding Risk Advisory practice, you will become a trusted advisor to our clients. Your firsthand experience, distinct perspectives, and specialized knowledge will be invaluable in delivering customized solutions that tackle immediate challenges and lay the groundwork for future success. In your role as Managing Director, you will engage in client delivery, business development, team leadership, and mentorship of junior team members, while also contributing to CrossCountry's executive leadership team. Your advisory services will primarily focus on Financial and Compliance Risk (e.g., SOX and FIDICA compliance, ESG considerations, regulatory reporting) and Enterprise-Wide Risk (e.g., Internal Audit, Enterprise Risk Management, Risk Transformation).

Role overview This Partner position on the Private Equity Advisory team at CrossCountry Consulting centers on leadership and client guidance. Based in McLean, VA, the role involves helping clients navigate complex investment decisions and collaborating with senior industry figures to provide strategic advice. Key responsibilities Advise clients on investment strategies and decisions Work alongside industry leaders to deliver tailored insights Lead engagements that address complex challenges in private equity What you will bring Experience guiding clients through sophisticated investment scenarios Strong ability to collaborate with senior stakeholders Expertise in delivering strategic recommendations in the private equity sector

At CrossCountry Consulting, we aim to redefine the advisory space by embedding our Core Values into every facet of our operations. Our focus is not just on delivering exceptional results for our clients, but also on fostering a supportive and enriching environment for our team. We believe that collaboration, enthusiasm, generosity, and perseverance are the cornerstones of our success. Our advisory services cover a wide range of areas including accounting, technology-enabled transformation, and transaction support, allowing us to address contemporary challenges while paving the way for sustainable value creation.Our dedication to our employees has garnered us accolades such as inclusion in the Inc5000's Fastest Growing Companies and recognition as one of Glassdoor's Best Places to Work. Discover the unique culture at CrossCountry by reading our employees' testimonials here.As a valued member of our expanding Business Transformation practice, you will act as a trusted partner to our clients. Leveraging your unique insights and extensive knowledge, you will craft bespoke integrated solutions that tackle immediate challenges and lay the groundwork for future advancements. Supported by seasoned leaders and a committed coach, you will join a collaborative environment that encourages contributions beyond client delivery.

At CrossCountry Consulting, we strive to differentiate ourselves as an advisory firm that not only prioritizes our Core Values but also cultivates a positive environment for our clients and our team members alike. Our belief in collaboration, enthusiasm, generosity, and perseverance drives our collective success. We offer advisory solutions across various domains including accounting and risk, technology-enabled transformation, and transactions, collaborating with our clients to tackle contemporary challenges and create value both now and in the future.Our dedication to our employees has been recognized through various accolades, including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover insights from our employees regarding our distinctive culture by clicking here.CrossCountry Consulting’s expanding Cyber Risk practice features a team of skilled professionals specializing in cybersecurity, data protection, and emerging AI and technology risk. We collaborate with organizations to evaluate, design, build, and implement cutting-edge cybersecurity programs that minimize risk, ensure compliance, and align with broader business strategies.As the Associate Director, you will play a crucial role in our Cyber Risk leadership team. Your responsibilities will include driving client base growth, independently managing complex client projects, and consistently enhancing our capabilities. We seek passionate self-starters who thrive on learning, keeping abreast of industry trends and technologies, excelling in team leadership and mentoring, and are enthusiastic about assisting our clients in strategically addressing cyber and emerging technology challenges.

Join our dynamic Risk Advisory team as a Director, where you will become a key partner to our clients, leveraging your extensive expertise and unique insights to craft customized solutions that address their immediate challenges while establishing a strong foundation for future growth. Supported by seasoned leaders and a dedicated mentor, you will thrive in a collaborative environment that encourages contributions beyond client deliverables.In this pivotal role, you will create positive change by designing, implementing, and evaluating risk management programs across cyber, technology, and operational risk sectors. As a vital member of our leadership team, you will drive client acquisition, oversee various client engagements, and consistently enhance our service offerings. We seek proactive individuals who are passionate about continuous learning, adept at guiding teams, and committed to helping clients navigate complex risk landscapes strategically.

Join Modera Wealth Management as the Regional Director of Advisory Services, where you will lead a team of financial advisors and elevate our advisory services in the McLean area. This pivotal role requires a strategic thinker with a proven track record in financial advisory and leadership.

Join Our Team as an Advisory Manager!We are excited to announce an opening for an Advisory Manager at Modera Wealth Management, with the flexibility to work from any of our office locations: Charlotte, NC; Atlanta, GA; Boston, MA; Westwood, NY; Wayne, NJ; New York, NY; Annapolis, MD; or McLean, VA.Why Choose Modera Wealth Management?At Modera Wealth Management, we pride ourselves on being an independent, fee-only firm dedicated to positively impacting the lives of our clients through thorough financial planning and astute investment management. Our rapid growth since our inception in 1983 reflects our commitment to providing exceptional career development opportunities, from entry-level positions to ownership roles.Our philosophy centers on delivering personalized service combined with professional excellence, resulting in a friendly and relatable work environment. With over 200 employees across 19 offices along the East Coast, we manage over $15 billion in assets for more than 6,000 clients, including individuals, families, and businesses.Role Overview:As the Advisory Manager, you will lead a team of financial planning associates, ensuring they provide top-notch support to our advisors. This role will require you to balance direct client service with effective team management, including performance monitoring and compliance with our firm's planning standards.Key Responsibilities:Oversee and coordinate the efforts of Planning Associates to ensure timely and efficient delivery of financial planning services to advisors.Ensure the quality and accuracy of planning work; implement best practices, templates, and review protocols as established by the Planning Associate Team Lead.Provide mentorship, coaching, and ongoing feedback to Planning Associates.Manage day-to-day personnel matters, including scheduling and performance-related issues, in collaboration with the Planning Associate Team Leader.Communicate departmental goals and expectations clearly, guiding team members in their execution.Conduct regular one-on-one meetings with direct reports for coaching, support, and alignment of development goals.Monitor progress toward team and individual SMART goals, providing guidance and support as necessary.Conduct annual performance reviews and contribute to the ongoing evaluation of team members’ professional growth.Collaborate with HR and the Planning Associate Team Leader to facilitate career development initiatives.

Elevate Your Professional Journey At MorganFranklin Consulting, we offer unmatched prospects for personal and professional growth. Our vibrant, entrepreneurial environment nurtures your career trajectory at every stage. Take on exciting challenges and provide tangible value to some of the most prominent Fortune 100 organizations, innovative growth enterprises reshaping their sectors, and mid-market companies navigating pivotal moments. Partner closely with business leaders to address intricate client needs and create meaningful impacts. Experience a fulfilling career within a diverse organization dedicated to teamwork and continuous development. The Team – Enterprise & Cloud Applications Our Enterprise & Cloud Applications team is made up of specialized functional and technical professionals in NetSuite, OneStream, SAP, and Salesforce. We tackle the complexities associated with implementing, optimizing, and sustaining cloud solutions. From deploying a new cloud system to enhancing existing environments, we empower organizations to maximize technology investments through System and Module Implementations, System Integrations, Upgrade Assessments, Application Upgrades, and Business Process Optimization. Your Role You are a results-oriented individual with a knack for flawless project execution. Your focus extends beyond project success; you prioritize building positive client relationships. Your dedication surpasses expectations and guarantees that the quality of work aligns with commitments made. Despite the dynamic environment, your strong work ethic keeps you organized and proactive. You excel at problem-solving and remain informed about the latest technologies and products. You leverage technology and applications to creatively design, prototype, and implement solutions tailored to your client's unique challenges. Your communication and collaboration skills shine when working with both internal and external team members. You are continuously seeking out best practices and innovative methods to enhance client outcomes. Your Contributions Engage in NetSuite-related projects, including new implementations, enhancements, integrations, and support initiatives. Lead NetSuite implementations covering design, system configuration, interface development, report configuration, training, User Acceptance Testing (UAT), and post-go-live support. Guide project teams and act as the primary liaison for our clients. Participate actively in deployment activities, offering technical guidance to the project team. Engage with...

Elevate Your Career with Us!At MorganFranklin Consulting LLC, we provide exceptional opportunities for professional growth and advancement within an entrepreneurial environment that nurtures your career journey at every turn.Take on exciting challenges and deliver significant value to some of the world's most prominent Fortune 100 companies, innovative growth enterprises, and mid-market businesses seeking guidance through pivotal moments in their development. Collaborate with business leaders to tackle intricate client challenges and create meaningful impacts. Join a diverse team dedicated to teamwork and perpetual learning.JOIN OUR ENTERPRISE PERFORMANCE MANAGEMENT TEAMAs a key advisor, you will work with fast-growing firms and established enterprises (both publicly and privately held) on transformative Enterprise Performance Management (EPM) initiatives using leading tools like OneStream XF, Oracle Hyperion, and Oracle EPM Cloud. Collaborate with leaders across Highspring to offer comprehensive services to support clients in the offices of the CFO, CAO, and CIO.Your ContributionAs a Senior Consultant, you will interact directly with clients, translating their business needs into precise system, application, or process designs for a range of CPM solutions, from simple to complex, while integrating architecture.Assist the CPM practice in deal development, including discovery sessions, demonstrations, and analysis.Translate clients' processes and requirements into effective CPM solutions, including systems integrations and recommending top-tier solutions.Prepare clients for OneStream adoption by assessing business and operational changes, defining and delivering training, and implementing testing plans.Execute OneStream projects, addressing both tactical and strategic client requirements throughout the project lifecycle.Engage deeply in deployment activities, providing technical direction to project teams and collaborating with business functions to align planning, budgeting, and reporting requirements with OneStream applications.Manage customer relationships by offering ongoing support, addressing questions, and resolving issues.Work closely with project managers and teams, communicating critical information, gathering team insights, resolving open issues, contributing to team meetings, and utilizing project-defined technologies and tools.Enhance your expertise through continuous education, self-study, and professional development.

Located in McLean, VA, MorganFranklin Consulting LLC seeks a Senior Consultant to join its Risk & Regulatory team. This group works with clients from Fortune 100 companies to mid-market organizations, helping them address risk management and regulatory compliance needs. Role overview The Senior Consultant works closely with both growth-stage and established organizations, including public and private companies. Projects include Sarbanes-Oxley (SOX) readiness and compliance, internal audits, and Enterprise Risk Management (ERM). The role centers on practical solutions that help clients meet risk and regulatory obligations. What you will do Partner with clients on SOX compliance, internal audits, and ERM initiatives. Support the development and evaluation of SOX compliance programs by: Conducting risk assessments Performing walkthroughs and documenting business processes to identify risks and key controls using flowcharts and narratives Assessing control design and effectiveness Testing controls for operational effectiveness Evaluating control deficiencies and determining their impact Recommending and implementing remediation plans Documenting and summarizing results for management reporting Conduct internal audit and ERM activities to strengthen client risk management strategies. Share knowledge with stakeholders on business processes, risk management, and control best practices. Identify opportunities for additional client engagement by understanding the full range of Risk & Regulatory and MorganFranklin services. Team environment The Risk & Regulatory team includes professionals with backgrounds in public accounting and business consulting. Teamwork, diversity, and continuous learning are valued. Consultants work in a collaborative, entrepreneurial culture and contribute to projects at key stages of client development.

Elevate Your Career At MorganFranklin Consulting, we offer exceptional opportunities for professional growth and career progression. Our vibrant, entrepreneurial culture is designed to support you at every stage of your career journey. Take on new challenges and provide significant value to some of the world’s most prominent Fortune 100 companies, innovative growth organizations, and mid-market firms seeking guidance through pivotal moments in their development. Collaborate closely with business leaders to tackle complex client issues and make a meaningful impact. Enjoy your work within a diverse team dedicated to collaboration and lifelong learning. About the Team – Strategy & Transformation Join a team of skilled professionals with extensive experience in business and finance transformation, helping clients navigate significant transactions (M&A, carve-outs, IPOs), implement new systems, and address organizational challenges. We assist organizations in formulating business strategies and executing transformation initiatives across operational accounting, financial process optimization, financial technology enablement, FP&A, and transactions. Your Contribution Engage with a wide range of commercial clients, from growth and mid-size firms to leading Fortune 100 companies. Provide strategic insights and solutions to C-Level executives on maximizing value from major investments and transformations. Facilitate client working sessions, including executive and board meetings, large group presentations, and requirement-gathering sessions. Contribute to assessments of current business challenges and develop improvement roadmaps. Adopt a hands-on approach to developing and executing clients’ strategic initiatives. Collaborate with experts to support clients involved in major transactions, financial process enhancements, system implementations, operational accounting hurdles, and financial technology advancements. Assist in business development activities across all phases, including market analysis, client outreach, relationship management, proposal development, and presentations. Establish and nurture meaningful relationships with clients at all levels, founded on integrity and trust.

Join our team as a Senior Services Revenue Accountant, where you will play a crucial role in managing revenue recognition and ensuring compliance with accounting standards. You will collaborate with cross-functional teams to support financial reporting processes and contribute to strategic decision-making.

Senior AccountantAstor & Sanders Corporation, a prominent leader in IT solutions based in McLean, VA, is on the lookout for a meticulous and seasoned Senior Accountant. This full-time role is situated at the company’s headquarters.Key Responsibilities:Oversee daily accounting operations including accounts payable, accounts receivable, general ledger, and bank reconciliations.Generate precise and timely financial statements, reports, and analyses.Facilitate month-end and year-end closing processes, ensuring adherence to GAAP standards.Assist with budgeting, forecasting, and variance analysis to guide financial planning, along with GSA reporting.Utilize Deltek Costpoint for daily operations.Support internal and external audits while ensuring compliance with regulatory requirements.Establish and maintain internal controls to protect company assets.Collaborate with cross-functional teams to enhance financial processes and systems.Provide mentorship and guidance to junior accounting staff as necessary.Qualifications:Bachelor’s degree in Accounting, Finance, or a related discipline.Experience with Deltek Costpoint is a MUST.A minimum of 5 years of progressive accounting experience.Thorough understanding of GAAP and accounting principles.Proficiency in accounting software and Microsoft Excel.Excellent analytical, organizational, and communication capabilities.Ability to handle multiple priorities and meet deadlines.Familiarity with audit processes and internal controls.Benefits:Astor & Sanders Corporation (www.astor-sanders.com) provides a unique and stimulating work environment that encourages individual growth and rewards exceptional performance. Astor & Sanders is an Equal Opportunity Employer.Our competitive benefits include:Generous Paid Time Off (PTO) and all Federal HolidaysComprehensive Health and Dental InsuranceRetirement Savings PlanPre-Tax Benefit ProgramsWellness and Work-Life SupportProfessional Development OpportunitiesPerformance and Referral BonusesLife and Disability Insurance