Director of IPO Advisory

At CrossCountry Consulting, we aim to redefine the advisory experience by adhering to our Core Values. Our firm is committed to delivering a positive impact not only for our clients but also for our employees. We value collaboration, enthusiasm, generosity, and perseverance as the key drivers of our success. Our advisory services encompass accounting, risk m…

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.

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 accounting and risk, technology-driven transformations, and transaction services. By partnering with our clients, we address current challenges while laying the groundwork for sustained future success.Our commitment to our team has been recognized with accolades like Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by visiting here.Location: San FranciscoAs a Director in our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your extensive experience and unique insights will enable you to deliver customized solutions that address today's pressing challenges and pave the way for future achievements. In this role, you will oversee client projects, drive business development, lead teams, and mentor junior colleagues while being an integral part of CrossCountry’s leadership team.

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 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.

At Jordan Park, we specialize in providing comprehensive investment management and tailored financial advisory services to a distinguished group of individuals, families, and institutions. Our clients have made remarkable contributions across various sectors including business, philanthropy, government, and society. Our dedicated team consists of empathetic problem solvers who bring a wealth of diverse experience. We thrive in complexity and are committed to navigating challenges, empowering our clients to achieve their most favorable outcomes.Our overarching mission is to enhance lives and legacies. The Client Advisory Team at Jordan Park is focused on delivering an exceptional and differentiated client experience. By seamlessly integrating investment management, financial planning, and customized advice, our team addresses the comprehensive financial needs of our clients. This includes portfolio construction, risk management, cash flow planning, single stock diversification, tax analysis, philanthropic strategies, and other essential aspects of wealth management.

Join Fieldguide as an Implementation Consultant - Advisory, where you will leverage your expertise to help clients successfully implement and optimize our innovative solutions. You will work closely with clients to understand their needs, guide them through the implementation process, and ensure they achieve maximum value from our services.

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.

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!

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

Join West Monroe as an Advisory Architect in our Technology & Transformation Services (TTS) team. In this role, you will leverage your software architecture expertise to guide clients through their digital transformations. You will be responsible for designing innovative solutions that align with our clients' strategic objectives, ensuring that technology serves as a catalyst for business success.

Fieldguide creates software for assurance and audit professionals working in cybersecurity, privacy, and financial auditing. The company’s mission centers on simplifying the work of those who help build trust between businesses. With headquarters in San Francisco and a remote-first approach, team members can work from anywhere in the United States. Fieldguide is supported by investors such as Goldman Sachs Alternatives, Bessemer Venture Partners, and Y Combinator. The team values a range of backgrounds and experiences, believing that diversity strengthens both the company and its mission. Growth, collaboration, and inclusion are core to the culture, giving each team member a voice in shaping the future of business trust and improving work-life balance for audit practitioners. Role overview The Customer Success Engineer - Advisory helps customers adopt Fieldguide’s advisory and consulting solutions, guiding them to realize value and improve their workflows. This position suits former advisory practitioners or transformation leaders who want to work directly with advisory teams using the Fieldguide platform. Success in this role is measured by how well end users adopt the platform, the maturity of customer workflows, and clear, measurable outcomes. The Customer Success Engineer serves as a trusted advisor, supporting clients as they implement best practices and modernize their advisory service delivery. Key responsibilities Guide advisory teams on the Fieldguide platform to deliver efficient, consistent, and high-quality advisory services. Drive customer adoption and ensure clients gain tangible value from Fieldguide’s solutions. Advise clients on best practices and support the modernization of their advisory workflows. Work closely with Product, Engineering, Implementation, and Revenue teams to deliver business impact and share customer insights for ongoing platform improvement. Location This role is based in San Francisco, CA or can be performed remotely from anywhere in the United States.

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.

Join our dynamic team at West Monroe Partners as a Senior Manager of Cybersecurity Strategy & Advisory. In this pivotal role, you will lead strategic cybersecurity initiatives, advising clients on best practices, risk management, and compliance. Your expertise will help shape the future of our clients' cybersecurity framework, ensuring they remain resilient against emerging threats.As a Senior Manager, you will collaborate with cross-functional teams to develop innovative solutions that address complex cybersecurity challenges. You'll leverage your deep industry knowledge to guide clients through the evolving cybersecurity landscape and assist them in achieving their security objectives.

Are you prepared to drive significant change?West Monroe is on the lookout for a Technology Transaction Advisory Analyst to join our dynamic Technology and Experience Practice (TechEx). In this role, you will assist with technology M&A due diligence projects, collaborating closely with due diligence architects in the software realm to deliver strategic and technical insights across diverse sectors such as Private Equity, High-Tech & Software, Healthcare, and Financial Services. Our firm specializes in technology and offers a platform for you to enhance your technical and business acumen while utilizing cutting-edge tools, platforms, and frameworks. This is an exceptional opportunity to contribute to our established technology M&A practice and support initiatives in enterprise architecture, software and product due diligence, post-merger integrations, and carve-out advisory projects.

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.

Join Cloudflare’s Solutions Engineering team as a Threat Advisory Engineer, where you will play a pivotal role in providing expert insights and strategies to help our clients navigate the complexities of cybersecurity threats. You will engage directly with clients to understand their unique challenges and deliver tailored solutions that enhance their security posture.Your contributions will be vital in building trust and confidence among our clients as we work together to combat evolving threats in the digital landscape.

Join Mercury as a Compliance Risk Manager within our Banking Advisory team, where your expertise will guide financial institutions in navigating complex regulatory landscapes. You will work collaboratively with clients to develop compliance strategies, assess risks, and implement effective controls to mitigate potential issues.Your role will involve analyzing compliance frameworks, conducting risk assessments, and providing actionable insights to enhance the client’s operational integrity. As a key member of our team, you will also stay abreast of evolving regulations and industry trends, ensuring our advisory services remain relevant and impactful.

Join West Monroe as an Advisory Lead in Software-TTS (SPAM) and take the lead in guiding our clients through transformative technology implementations. You will work closely with cross-functional teams to develop innovative solutions that meet client needs and drive business growth.