Director of IPO Advisory

At CrossCountry Consulting, we strive to redefine the advisory experience. Our firm is built on Core Values that prioritize collaboration, enthusiasm, generosity, and perseverance. We are dedicated to providing not only exceptional service to our clients but also a fulfilling work environment for our employees. Our comprehensive advisory solutions encompass …

Riveron’s Accounting Advisory Services team partners with companies facing complex financial reporting and evolving regulatory requirements. Many clients approach during periods of growth, whether through expansion or acquisitions, when accounting teams encounter new challenges and limited resources. The team provides practical, tailored solutions that address each client’s unique business needs. How Riveron Engages Riveron maintains independence by not offering audit, review, or compilation services. This approach allows direct collaboration with company management to implement meaningful changes. The team brings experience in capital markets, technical accounting, and operational accounting, working under both US GAAP and IFRS frameworks. Team Approach A hands-on, collaborative working style defines the group. Senior team members remain involved throughout each project, supporting both client outcomes and staff development. The focus is on enhancing accuracy, efficiency, and scalability for clients. Specialty Areas Technical Accounting Standards Capital Market Transactions Divestitures and Carve-Outs IPO Readiness and Execution Business Combinations and Integration Audit Readiness Financial Accounting Internal and SEC Reporting Internal Controls Internal Audits Financial Process Redesign and Implementation Location This Manager - Accounting Advisory Services position is based in the San Francisco Bay Area.

At CrossCountry Consulting, we set out to create an advisory firm that truly differentiates itself through a commitment to our Core Values. Our aim is to foster an enriching experience not only for our clients but also for our employees. We believe that collaboration, enthusiasm, generosity, and perseverance are the cornerstones of our success. Our comprehensive advisory solutions cover a spectrum of areas including accounting, risk management, technology-driven transformation, and transaction services, all tailored to help our clients navigate current challenges while positioning themselves for future success.Our dedication to our team members has earned us prestigious accolades such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by exploring employee testimonials here.As an Associate Director within our thriving Accounting Advisory practice, you will be a trusted advisor to clients across diverse industries, company stages, and sizes, including early-stage startups, emerging growth companies, middle-market firms, and large, complex organizations. Your expertise will encompass both public and private sectors, with a focus on Private Equity-backed portfolios. You will leverage your firsthand experience and unique insights to deliver customized, integrated solutions that address immediate challenges and lay the groundwork for long-term success. In this role, you will be responsible for client engagement, team leadership, mentoring junior staff, and driving business development initiatives.

West Monroe Partners seeks a Managing Director, Enterprise Strategy & Execution - Outsourcing Advisory Services, to join the San Francisco office. This leader will play a central role in shaping and expanding the Operations Excellence (OpEx) practice, collaborating with cross-functional teams to deliver and grow Enterprise Strategy & Execution (ES&E) services. The Managing Director will oversee key client accounts, manage project scopes, lead sales initiatives, and serve as the primary contact for Outsourcing Advisory Services engagements. The position covers a range of responsibilities, including conducting outsourcing assessments, preparing RFx documents, evaluating and selecting vendors, negotiating contracts, managing transitions, overseeing vendor governance, and optimizing service delivery. Client Delivery Lead and support teams working with diverse clients, maintaining a strong executive presence with senior stakeholders. Guide multidisciplinary teams to align client objectives with IT and business process outsourcing strategies. Ensure quality assurance and maintain ongoing communication with client executives to maximize engagement value. Understand client business processes and technologies to recommend strategies for scalability and cost efficiency. Oversee project financials, including budgets, invoicing, and collections. Practice Development Collaborate with national and local leadership to design and implement comprehensive outsourcing advisory offerings. Drive growth in strategy, methodologies, staffing, skill development, and account acquisition for the practice.

Consultant – Accounting AdvisoryJoin CFGI as a Consultant in Accounting Advisory, where you will collaborate with a dynamic team of professionals, including Big 4 auditors and client management, to tackle various engagement aspects. Your responsibilities will encompass analyzing financial data, conducting interviews with client leadership, pinpointing critical issues, drafting comprehensive reports, engaging in meetings, and fostering robust relationships with clients.Take charge of your career journey with CFGI:· Gain insight across diverse industries and projects.· Make a significant impact in your clients' businesses.· Lead projects from inception to completion.· Experience direct client engagement in a client-centric role.· Continuously face challenges and learn within a collaborative environment of top-tier experts.· Enjoy the flexibility to work from the office, remotely, or on-site with clients as required.· Chart your own path within the organization.· Take pleasure in what you do!

Coefficient Giving is seeking a dynamic Managing Director of Philanthropic Advisory to spearhead our expanding partnerships, establish a new advisory practice from inception, and contribute to our organizational strategy as a vital member of our leadership team.We are at a pivotal moment to amplify philanthropic contributions towards high-impact initiatives, encompassing global health, biosecurity, AI safety, and more. Our ambition is to develop the necessary infrastructure to facilitate this growth, ultimately aiming to mobilize over $1 billion annually from donors outside of our founding partner, Good Ventures. In this role, you will create a tailored advisory practice that caters to the next generation of significant philanthropists, while also overseeing and enhancing our current funds and partnership initiatives. Although the advisory function encompasses our entire portfolio, a significant focus will be placed on AI safety and biosecurity philanthropy.About Coefficient GivingFounded as Open Philanthropy, Coefficient Giving is a leading philanthropic funder and advisor, having allocated over $5 billion in grants since 2014. Recently, in 2025, we facilitated the distribution of more than $900 million from our founding partner Good Ventures and over $250 million from other contributors, with intentions to scale further. We collaborate with diverse donors who are committed to effective, high-impact giving. Our current funds include initiatives like Navigating Transformative Artificial Intelligence, Biosecurity & Pandemic Preparedness, Science and Global Health R&D, Farm Animal Welfare, Abundance & Growth, and more.We take pride in our impressive track record:

At CrossCountry Consulting, we strive to be a distinctive advisory firm, driven by our Core Values, ensuring not only a rewarding experience for our clients but also for our team members. We believe in collaboration, enthusiasm, generosity, and perseverance as the core tenets of our success. Our comprehensive advisory solutions encompass accounting and risk, technology-enabled transformation, and transactions, empowering our clients to tackle current challenges while generating value for the future.Our dedication to our employees has earned us numerous accolades, including recognition from Inc5000 as one of the Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our unique culture through our employees' testimonials by clicking here.We are on the lookout for a seasoned and dynamic Partner to join our Transaction Advisory Services team with a focus on Initial Public Offerings (IPO). In this influential position, you will lead and motivate teams, catalyzing the growth and development of our practice while supporting both growth and enterprise-level clients in relation to IPOs. You will be instrumental in overseeing financial reporting, operational governance, and risk management. By collaborating with third-party advisors, such as bankers, attorneys, and auditors, and working closely with executive leadership, you will drive successful IPO engagements. Your leadership will be crucial in cultivating a high-performing practice and nurturing a culture of excellence and innovation.

About RilletAt Rillet, we empower accounting and finance teams by providing them with innovative AI-driven tools that enhance speed, accuracy, and insights in their financial operations. Our mission is to revolutionize the way businesses manage their finances, ensuring they can achieve a zero-day close through our state-of-the-art ERP system.Our unique platform stands out with its unified data model, extensive integrations with top-tier services like Stripe, Ramp, and Salesforce, as well as automated workflows that maintain rigorous compliance. Trusted by leading high-growth companies such as Mercer, Windsurf, and Function Health, we pride ourselves on our exceptional customer satisfaction scores.With substantial backing of $100M from renowned investors including Sequoia, a16z, and First Round, we are poised to transform the financial landscape, enabling organizations to operate at the speed of AI.Our CultureRillet operates at a dynamic pace that demands intelligence, agility, and initiative. Our team members are self-starters who take ownership of their projects, driving results that exceed expectations. We thrive on delivering impactful solutions for our customers, often going beyond the initial scope to ensure success.While accounting expertise isn't a requirement for this role, a deep appreciation for the impact our tools can have on our customers' success is essential. Join us in powering the financial backbone of the fastest-growing companies worldwide.Your RoleWe are in search of a talented Strategic Partnerships Lead to enhance our footprint within the Accounting and Consulting sectors, particularly focusing on the Top 100 CPA firms, Global System Integrators (GSIs), and elite Office of the CFO consulting boutiques. This pivotal role will help Rillet establish credibility and build influential, long-term partnerships in the enterprise market.

About Us Zeta Global (NYSE: ZETA) is a leading AI-Powered Marketing Cloud that harnesses cutting-edge artificial intelligence (AI) and vast consumer data to streamline how marketers acquire, nurture, and retain customers. Our Zeta Marketing Platform (ZMP) simplifies complex marketing processes by integrating identity, intelligence, and omnichannel activation into a unified platform, powered by one of the industry's most extensive proprietary databases and AI capabilities. Our enterprise clients across diverse sectors leverage our platform to create personalized consumer experiences, driving superior outcomes for their marketing initiatives. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with a global presence. For more information, visit www.zetaglobal.com.

West Monroe seeks an Advisory Lead, Infrastructure & Cloud Services for its Technology Transaction Services (TTS) practice. This position is open in Chicago, Dallas, Los Angeles, New York, San Francisco, or Seattle. Role overview This role centers on IT infrastructure due diligence for mergers and acquisitions. Projects span sectors such as Private Equity, High-Tech & Software, Healthcare, and Financial Services. The Advisory Lead assesses pre-close IT environments with a focus on public cloud, engineering, architecture, security, and overall IT strategy. What you will do Conduct IT infrastructure due diligence for client M&A transactions across several industries. Evaluate IT environments before deal closure, emphasizing cloud, security, and architecture. Identify and communicate key risks and concerns to client executives through investment summaries. Support post-close remediation projects based on due diligence findings. Contribute technical and advisory expertise to help grow the technology M&A advisory practice. Requirements Strong background in IT or public cloud engineering, architecture, security, or strategy. Experience with technology due diligence or IT assessments in M&A settings is highly valued. Ability to summarize technical risks for business stakeholders and work directly with client executives. Adaptability to work across multiple industries and new client environments. West Monroe is a consulting firm with a growing focus on technology M&A. The Technology Transaction Services team partners with clients to inform corporate development strategies and support deal execution.

As an Account Director on Highwire’s Financial & Professional Services team, you will spearhead impactful, integrated communication strategies for prominent and emerging brands within sectors such as banking, fintech, insurance, asset management, and consulting.In this pivotal role, you will manage 4-5 account teams, providing strategic oversight, senior client advisory, and mentorship. Your leadership will ensure that our communication strategies are innovative, results-oriented, and aligned with our clients’ business objectives, guiding your teams in effective positioning, storytelling, and visibility initiatives.Additionally, you will contribute significantly to the agency's growth, thought leadership, and the cultivation of a collaborative and high-performing culture. Exceptional writing, strategic insight, and a comprehensive understanding of the financial and professional services media landscape are critical for success in this position.

Join Highwire as an Account Director in our Financial & Professional Services team! In this pivotal role, you will spearhead impactful, integrated communications programs for both established and emerging brands in sectors such as banking, fintech, insurance, asset management, consulting, and various advisory services. Your extensive knowledge of the financial and professional services landscape will enable you to translate intricate business concepts into engaging narratives that enhance brand credibility, trust, and market presence.As an Account Director, you will manage 4-5 account teams, providing strategic oversight, senior client guidance, and mentorship. You will ensure that our communications strategies are innovative, results-oriented, and closely aligned with our clients' business objectives. You will also direct teams on key aspects of positioning, storytelling, and visibility strategies.Additionally, you will play a vital role in the growth of the agency, contribute to thought leadership, and cultivate a collaborative, high-performance team culture. Exceptional writing skills, strategic insight, and a profound understanding of the financial and professional services media landscape are crucial for achieving success in this role.

About Arine Arine is a healthcare technology company based in San Francisco, CA. The team focuses on transforming clinical services to ensure every person receives safe, effective, and personalized treatment. Learn more at arine.io. Incorrect medication use costs the US healthcare system over $528 billion each year. Arine addresses this challenge with a SaaS platform that uses data science, machine learning, and clinical expertise to improve medication management. The platform helps develop and deliver individualized care plans for patients and their care teams at scale. Arine’s work centers on supporting patients with complex needs, who often face difficult medication regimens and chronic disease management. Backed by leading investors and partnerships with major healthcare organizations, Arine delivers recommendations and clinical interventions that improve patient health and reduce costs for clients. Why Work at Arine? Mission-driven team and culture: The company’s shared purpose drives innovation and commitment in medication intelligence. Real impact in healthcare: Arine’s work goes beyond saving lives, empowering people to achieve better health outcomes. Location San Francisco, CA (Hybrid)

Join AECOM as a Manager in our Advisory Services, where you will play a pivotal role in delivering innovative solutions to our clients. We are looking for a dynamic leader with a strong background in advisory services, who can foster collaboration and drive results. This is an opportunity to lead teams in providing strategic insights and solutions that enhance our clients' operations and decision-making processes.

Nium is a pioneering global infrastructure company revolutionizing real-time cross-border payments. Our mission is to create a programmable, borderless, and compliant money-movement layer that facilitates seamless transactions for individuals, businesses, and intelligent systems. We empower banks, fintech companies, payroll providers, travel platforms, marketplaces, and global enterprises to move money instantly and effortlessly across the globe.With co-headquarters in San Francisco and Singapore, Nium operates in 14 markets with a diverse team spanning over 20 countries. We pride ourselves on a culture centered around simplicity, continuous improvement, and collaborative success. Achieving record revenue and transaction volumes in 2025, we are poised to enter an exciting phase of growth and innovation. We believe in the power of face-to-face interaction and maintain a hybrid work model with three in-office days each week to foster teamwork and creativity.Our expansive network facilitates the movement of over $50 billion annually, covering more than 190 countries, 100 currencies, and 100 real-time corridors. We enable quick payouts to accounts, wallets, and cards, support local collections in 35 markets, and facilitate card issuance across 34 countries, all underpinned by licenses in over 40 markets.Having raised over $300 million to date, Nium is an ideal environment for ambitious professionals looking to shape the future of global money movement on a grand scale.About the Role:As a vital member of Nium’s Sales team, you will collaborate with industry leaders across strategic sectors such as financial services, travel, and technology, joining a team of seasoned payments experts. You will work closely with various functions, including business development, product management, and compliance, to deliver exceptional customer experiences and innovative payment solutions that drive business growth.Your role will be instrumental in positioning our organization for commercial success and will play a key part in propelling Nium’s hyper-growth with significant impact.

Who We AreAt Pave, we are pioneering the leading compensation platform in the industry, merging the largest real-time compensation dataset with advanced AI and machine learning capabilities. Our platform refines the science and art of pay, providing over 8,500 companies with unmatched confidence in compensation decisions.Renowned organizations such as OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo leverage Pave to turn every pay decision into a significant competitive edge. We manage over $190 billion in total compensation spend within our systems, with 70% of the Forbes AI 50 utilizing Pave for compensation benchmarking.We believe the future of compensation should be real-time and predictive, and we are making this vision a reality now. We've successfully raised $160 million in funding from leading investors including Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures.The Account Management Team @ PaveThe Account Management team at Pave is crucial for customer retention and growth. We collaborate with some of the most innovative companies globally, helping them develop smarter compensation strategies, make data-informed decisions, and maximize the value of the Pave platform. Our Account Managers are not just relationship builders; they are trusted advisors who deeply understand their clients' businesses, delivering real commercial value in every engagement. As we expand, we are in search of a Director of Account Management to lead this team, elevate our standards, and oversee the retention and expansion metrics that are pivotal to Pave's growth narrative.What You'll DoOwn the numbers. Take full ownership of GDR and NDR metrics across Pave's core customer base, actively monitoring the health of client accounts and steering the team towards achieving 90%+ GDR and 110%+ NDR targets.Lead and nurture a high-performing Account Management team. Coach, mentor, and manage the performance of Account Managers, fostering the culture, habits, and skills required to retain and grow customers at every lifecycle stage.Create scalable Account Management processes. Design and implement account coverage models, renewal forecasting frameworks, and customer health scoring systems to provide the team with a clear, repeatable playbook for managing their accounts.Drive growth and advocacy. Encourage customer expansion and loyalty through strategic initiatives and engagement.

Lightning AI builds the platform behind PyTorch Lightning, supporting the development, training, and deployment of AI systems. Since 2019, the company has focused on moving AI research into production with fewer barriers. The recent merger with Voltage Park has combined advanced software with scalable computing, helping organizations of all sizes with secure and efficient AI solutions. Offices span New York City, San Francisco, Seattle, and London, with backing from investors including Coatue, Index Ventures, Bain Capital Ventures, and Firstminute. Core values Move Fast: Tackle challenges with agility and break them into actionable steps. Focus: Prioritize one task at a time and collaborate to deliver quality work. Balance: Value work-life balance as the foundation for sustained performance. Craftsmanship: Commit to excellence and attention to detail in every project. Minimal: Emphasize simplicity to drive meaningful innovation. Role overview The Director of Corporate Accounting will lead and expand Lightning AI’s accounting operations in San Francisco. This role ensures accurate financial reporting, strengthens closing processes, and builds scalable accounting workflows. The position works closely with Finance, FP&A, People Operations, Sales Operations, Legal, and external advisors to maintain precise and compliant accounting practices. What you will do Oversee financial reporting and support timely, accurate period closes. Develop and improve internal controls and accounting processes as the company grows. Manage core accounting activities, including payroll, commissions, reconciliations, and journal entries. Collaborate with cross-functional teams and external advisors to ensure compliance and scalability. Requirements Strong technical accounting background. Experience managing operational accounting tasks. Ability to work across teams and adapt processes for a growing organization.

Jordan Park Group is dedicated to providing exceptional investment management and financial advisory services to a unique clientele, including individuals, families, and institutions who have made significant impacts across various sectors such as business, philanthropy, and government. Our team comprises compassionate problem solvers with diverse experiences, adept at handling complexities and overcoming challenges to help clients achieve their financial aspirations.Our mission is to enrich lives and preserve legacies.Position Overview: Associate, Client AdvisoryLocation: San Francisco, CaliforniaThe Client Advisory Team is seeking an Associate to collaborate closely with senior team members across all facets of client engagement. The successful candidate will exhibit a keen interest and aptitude in relevant topics while balancing technical expertise with strong verbal and written communication skills. Key responsibilities include but are not limited to:Collaborating with Client Advisors and clients to facilitate the advisory processFostering client relationships through direct interaction in an advisory capacity under Senior Advisor supervisionOffering strategic financial and investment guidance across clients’ entire balance sheets, including opportunities identified through clients’ networksEngaging with potential clients early in the prospecting phase to effectively communicate how Jordan Park can provide valueActing as a project manager by coordinating with internal Jordan Park experts and external advisors (tax, legal, real estate, lending, etc.) to solve problems and achieve optimal outcomes for clientsWorking with the Investment and Analyst Teams to provide portfolio reporting and perform ad hoc analyses based on requests from Client Advisors and clientsConducting financial planning and forward modeling of client balance sheetsDeveloping strategic portfolio implementation plans based on client specifics and collaborating with the investment team for execution and ongoing maintenanceEngaging in strategic discussions about client engagement with Client AdvisorsManaging projects from inception to completion and coordinating with multiple stakeholders to ensure successful outcomesAddressing diverse requests that may extend beyond typical job duties and acting as a trusted advisor for families on various matters

Anthropic develops AI systems with a focus on reliability, interpretability, and user safety. The team includes researchers, engineers, policy experts, and business leaders who share a commitment to building AI that serves society. Role overview The Director of Infrastructure and Energy Accounting manages technical accounting for Anthropic’s infrastructure and energy agreements. This role covers data center leases and power purchase agreements, supporting a planned $50 billion investment in U.S. computing infrastructure. Accurate financial reporting for complex, high-value contracts will be central as Anthropic grows. What you will do Act as Anthropic’s technical accounting authority for data center leases (ASC 842), power purchase agreements, and energy contracts, including those with embedded derivatives (ASC 815). Oversee accounting analysis for counterparty structures, including ASC 810 VIE analysis. Collaborate closely with Real Estate, Legal, Finance, and external auditors to clarify accounting implications prior to commitments. Shape accounting practices for infrastructure and energy arrangements that support Anthropic’s computing and energy portfolio. Location This position is based in San Francisco, CA or New York City, NY.