Partner - IPO Accounting Advisory

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,…

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 management, technology-enabled transformation, and transaction advisory, allowing us to partner with our clients to address current challenges and create sustainable value for the future.Our dedication to fostering a supportive workplace has earned us accolades such as being recognized on Inc. 5000's list of Fastest Growing Companies and Glassdoor's Best Places to Work. To learn more about our vibrant culture, click here.As a key member of our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your wealth of experience and unique insights will enable you to provide customized integrated solutions that not only tackle today's challenges but also lay the groundwork for future success. In your role as Director, you will oversee client engagements, spearhead business development initiatives, lead teams, mentor junior staff, and contribute to CrossCountry's leadership team.

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.

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.

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!

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.

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.

Veeva Systems is a mission-driven organization and a trailblazer in industry cloud solutions, dedicated to enabling life sciences companies to expedite the delivery of therapies to patients. As one of the fastest-growing SaaS companies in history, we achieved over $3 billion in revenue last fiscal year, with immense growth potential on the horizon. Central to Veeva's ethos are our core values: Do the Right Thing, Customer Success, Employee Success, and Speed. We are not just another public company; in 2021, we made history by becoming a public benefit corporation (PBC), legally committed to balancing the interests of our customers, employees, society, and investors. As a Work Anywhere company, we empower you to work from home or in the office, fostering an environment where you can excel in your preferred setting. Join us in transforming the life sciences industry and making a meaningful impact on our customers, employees, and communities.The RoleThe Veeva Team seeks a talented and experienced Account Partner to propel sales within our Commercial Practice. As an Account Partner, your primary responsibility will be to align customer goals with our Commercial Cloud platform. The ideal candidate will effectively communicate across diverse business functions, organizational levels (including C-suite), and technology departments. Attributes such as creativity, initiative, and the ability to collaborate within a dynamic team are essential. This high-visibility role at Veeva demands in-depth industry expertise and domain knowledge. You will work closely with clients to understand their Commercial operations needs and match them with the appropriate Veeva products and services, ensuring customer success.

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.

Join Braze as a Senior Partner Account Director and play a pivotal role in driving strategic partnerships and expanding our market reach. You will be responsible for building and nurturing relationships with key partners, identifying new business opportunities, and ensuring the success of our collaborations. If you're passionate about technology and thrive in a fast-paced environment, we want to hear from you!

About Anthropic Anthropic builds AI systems designed to be trustworthy, interpretable, and controllable. The team’s mission centers on making AI technology safe and beneficial for both users and society. Anthropic’s workforce includes researchers, engineers, policy experts, and business leaders who work together to advance responsible AI. Role Overview The Manager of Partner Account Managers leads the team responsible for Anthropic’s services partner ecosystem. This group works with key firms such as Persistent, Slalom, Ahead, DXC, and Genpact, specialized and regional systems integrators that help deliver Claude to enterprise clients worldwide. Their expertise and reach are essential for expanding Claude’s presence in the enterprise market. This role focuses on guiding a team of Partner Account Managers (PAMs) who manage a defined set of services partnerships. The manager will mentor the team, set the framework for partner engagement, and build the programs, guides, and metrics needed to help the partner ecosystem scale while maintaining high standards. Collaboration with leaders in partnerships, sales, product, and customer success is central to this position, helping partners deliver advanced AI solutions to their clients. This position combines team leadership, partner strategy, and operational execution. While the primary focus is on strengthening the team and partner tier, the manager will also engage directly with partner leadership when needed. Key Responsibilities Team Leadership and Development Mentor and develop a team of Partner Account Managers focused on services partnerships. Set clear expectations, objectives, and operational standards; ensure accountability for partner revenue, pipeline, and program outcomes. Recruit and retain top performers; foster a team culture built on rigor, collaboration, and commitment to Anthropic’s mission. Program and Operational Model Define the operational model for PAMs, including partner planning, quarterly business reviews (QBRs), forecasting, monitoring partner health, and workload prioritization across the portfolio. Work with the broader systems integrator program to adjust tier structure, benefits, and requirements to fit evolving partner needs. Create and refine playbooks that help PAMs recruit, onboard, activate, and grow partners consistently.

Join Cloudflare as a Senior Partner Account Manager for Service Providers, where you will play a pivotal role in fostering strategic partnerships and driving growth within our service provider ecosystem. In this hybrid position, you’ll leverage your expertise to engage with key stakeholders, build strong relationships, and implement innovative solutions that enhance our partners' success. Your efforts will directly contribute to Cloudflare's mission to help build a better Internet.

Join Our Team as a Financial Accountant!We are seeking a meticulous and driven Financial Accountant to support our financial decision-making processes. You will play a vital role in collecting, analyzing, and reporting financial data to guide management in strategic decisions.Your Responsibilities Include:Compiling monthly financial statements by gathering data, investigating variances, and summarizing trends.Preparing state quarterly and annual financial reports by organizing necessary data.Ensuring compliance with state and federal tax regulations by staying informed about the latest requirements, advising management, and preparing necessary tax documents.Addressing financial inquiries through thorough data analysis and interpretation.Offering financial insights by evaluating operational issues and applying sound financial practices to provide actionable recommendations.Generating special reports by analyzing variances, preparing budgets, and developing forecasts.Staying updated with financial regulations and best practices through continuous education and professional development.Contributing to our finance and organizational goals by achieving related results.

PagerDuty (NYSE:PD) stands at the forefront of Digital Operations Management. In a world that never sleeps, organizations of every size depend on PagerDuty to ensure flawless digital experiences for their customers every single time. Teams leverage PagerDuty to swiftly identify issues and opportunities, mobilizing the right resources to resolve problems promptly and avert future ones. Over 13,000 organizations, including 60 from the Fortune 100, trust PagerDuty for their Digital Transformation, Cloud Migration, and DevOps Modernization journeys. Notable clients include GE, Cisco, Genentech, Electronic Arts, Cox Automotive, Netflix, Shopify, Zoom, DoorDash, Lululemon, and many more. As we rapidly expand our Digital Operations Management platform utilizing AI/ML and Automation, we're enhancing our adoption among Development, IT, Customer Service, Security, and various other teams across organizations.We are on the lookout for a Strategic Account Partner, Professional Services who will be instrumental in defining and scaling our Professional Services growth strategies, driving operational excellence, and establishing measurable frameworks for customer outcomes across PagerDuty's enterprise and strategic customer segments. This role will lead the evolution of our service delivery go-to-market strategy, create repeatable engagement models, and collaborate with Sales, Customer Success, Solutions Engineering, Delivery, Product, and Marketing leaders to align advisory, implementation, enablement, and automation services with market demands, focusing on incident response, AIOps, and service ownership.The ideal candidate will be a strategic visionary and consultative seller, adept at building organizational capabilities, establishing scalable best practices across the Professional Services team, translating market insights into innovative service offerings, and consistently driving growth at the portfolio level while ensuring exceptional customer outcomes and team effectiveness.

At Klaviyo, we celebrate the diverse backgrounds, experiences, and perspectives that each member of our team—whom we proudly call Klaviyos—brings to our workplace every day. We believe that everyone deserves an equitable opportunity for success and value the unique insights each person contributes beyond conventional job criteria. If you feel you closely align with this description, we encourage you to apply! To discover more about life at Klaviyo, please visit klaviyo.com/careers and see how we empower creators to shape their own futures.About the Team:We are the Partnerships team at Klaviyo, where our mission is to foster growth by building and nurturing relationships with ecosystem partners, enhancing the value Klaviyo provides to all users. Operating on a global scale, we collaborate closely with Sales and Marketing to deliver exceptional outcomes for our customers. Our Partner Account Management organization in the US comprises a dynamic team of 30 driven and entrepreneurial Klaviyos who leverage their consultative expertise to comprehend the business models and growth strategies of our ecosystem partners, advising them on how Klaviyo can facilitate their growth.About the Role:As an Enterprise Partner Account Manager, you will be a pivotal strategic resource for our partners and the Partnerships organization, recognized for your extensive knowledge and expertise in the ecosystem landscape. Occasionally, you will serve as a speaker and external ambassador for Klaviyo. You will be responsible for cultivating and influencing long-term, deep, and mutually advantageous relationships with key stakeholders within a select group of Klaviyo's premier partners. This role entails direct collaboration with C-suite executives, employing your consultative skills to understand their business models and growth strategies, enabling you to provide strategic advice on how Klaviyo can drive their success. Furthermore, you will collaborate seamlessly across various departments at Klaviyo, advancing the mission of the Partnerships team while supporting your colleagues in achieving their objectives.How You'll Make an Impact:Craft compelling narratives and communicate the unique value of Klaviyo’s software to our top partners, distinguishing Klaviyo from competing solutions.Manage business relationships proactively and strategically to ensure mutual growth and success.

Role overview The Partner Account Manager, Mid-Enterprise at Klaviyo focuses on building and nurturing long-term relationships with marketing agencies and systems integrators. This role requires understanding each partner’s business model and growth plans, then identifying how Klaviyo’s platform can help drive their success and that of their clients. Managing a portfolio of partner relationships is central to this position. The work involves communicating the value of Klaviyo’s platform, differentiating it from competitors, and supporting business development activities. These activities include co-selling, running joint marketing efforts in collaboration with the ecosystem marketing team, and advising partners on how to increase their profitability using Klaviyo’s solutions. What you will do Act as a trusted advisor to about 30 partner organizations, building strong connections with both leadership and front-line teams. Develop a technical understanding of Klaviyo’s product to help partners deliver advanced use cases to their clients. Build and maintain a steady lead referral pipeline within the assigned partner portfolio. Learn about partners’ organizational structures and business objectives to better support their goals. Create and implement long-term strategies that help partners achieve their business targets in collaboration with Klaviyo. Consult with partners to optimize their service offerings around Klaviyo’s platform. Gain proficiency in Klaviyo’s product suite and clearly present how these offerings address partner needs. Location This position is based in San Francisco, CA. More about Klaviyo Klaviyo values diverse backgrounds, experiences, and perspectives. The company encourages candidates who feel they are a close match to apply, even if not an exact fit. More information is available at klaviyo.com/careers.

Role Overview:As a Junior Financial Accountant, you will play a key role in supporting financial decision-making by gathering, analyzing, investigating, and reporting a variety of financial data, contributing to our organization’s financial health.Key Responsibilities:Generate monthly financial statements by collecting relevant data, conducting variance analysis, and summarizing trends and insights.Compile quarterly and annual state financial reports by meticulously assembling necessary data.Ensure compliance with federal and state tax filing regulations by studying relevant laws, advising management on necessary actions, and preparing for quarterly estimated tax payments.Address financial inquiries through comprehensive data analysis and interpretation.Provide insightful financial advice by evaluating operational issues and applying sound financial principles.Prepare special reports, including budget forecasts and variance analyses, to support strategic planning.Stay abreast of evolving financial regulations and best practices through continuous learning and professional development.Support the finance team in achieving organizational goals by delivering results in a timely manner.

About Lavendo Lavendo builds a Voice AI platform for small and medium-sized businesses. The company recently secured $32 million in funding and is growing quickly. Lavendo’s AI agents handle inbound calls, book appointments, nurture leads, and help drive revenue for clients, 24 hours a day. The platform connects with more than 200 applications and can be set up in under three minutes, no coding required. Over 15,000 agents are active across 10,000 businesses. Revenue doubled in the last two months of 2025. Lavendo’s founders previously scaled an AI product to over 50 million users in 200 countries. Role Overview: Partner Account Manager (Voice AI) This fully remote position is open to candidates based in the United States. Lavendo is hiring two Partner Account Managers to help expand its reach through partnerships with agencies, resellers, integrators, and white-label operators. The focus is on building relationships in Dental and Emerging Verticals, with the opportunity to create a new partner portfolio from the ground up. The partner model is already established in restaurants, home services, and HVAC sectors. This role suits someone who enjoys building and growing new business, not just inheriting established accounts. Immediate start is available. What You Will Do Identify and onboard new partners in dental, healthcare, restaurants, home services, and related sectors Manage the full partner lifecycle: recruitment, onboarding, joint business planning, and monitoring partner health Lead quarterly business reviews, assess partner pipelines, and implement churn recovery strategies Monitor the health of partner agent deployments and address at-risk accounts proactively Increase partner engagement through promotions, referral programs, and tiered incentives Share structured partner feedback with the product team, advocating for partner needs internally What We’re Looking For At least 3 years of experience in B2B account management, partner management, or channel sales (5+ years preferred) Track record of acquiring new accounts or recruiting partners from scratch Comfort working in ambiguous situations and creating strategies independently Strong self-motivation, results orientation, and executive-level communication skills US-based, with willingness to travel occasionally (including international offsites) Bonus: Background in dental technology, restaurant SaaS, home services, or other SMB-focused industries; experience at a Series A–C startup; familiarity with AI or voice technology.

At Veeva Systems, we are a mission-driven innovator in the industry cloud space, dedicated to accelerating the delivery of therapies to patients. As one of the fastest-growing SaaS companies in history, we achieved over $2 billion in revenue last fiscal year with promising growth on the horizon.Our core values drive our operations: integrity, customer success, employee empowerment, and speed. We made history in 2021 by becoming a public benefit corporation (PBC), committed to balancing the interests of all stakeholders including customers, employees, society, and investors.As a Work Anywhere organization, we offer the flexibility to work remotely or in the office, allowing you to excel in your preferred working environment.Join us in transforming the life sciences industry and making a meaningful impact on our customers, employees, and communities.

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.