Director - IPO Advisory

What You'll Do:

• Drive client engagements to successfully plan and complete intricate transactions, encompassing mergers and acquisitions, IPOs, with specialized focus on carve-outs and divestitures
• Leverage your financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance, to support clients in navigating diverse financial accounting and reporting considerations related to transactions
• Collaborate across Accounting Advisory functions to provide versatile support during "off-market" periods, ensuring seamless assistance for other accounting advisory offerings while maintaining focus on primary transactional responsibilities
• Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities
• Collaborate with both CrossCountry and client teams to address business obstacles, offering insightful solutions and creating impactful deliverables
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues
• Identify key industry developments and trends and articulate the potential impact on clients
• Play an active role in attracting, interviewing, hiring, and retaining top talent

What You'll Bring:

• 15+ years prior experience in professional services (public accounting, advisory firm, or management consulting firm)
• Expertise leading clients and providing guidance through IPO readiness assessments and execution of IPOs process including timeline and reporting requirements;
• Deep expertise drafting all financial sections in the registration statement and responding to SEC comments; preparing technical accounting memos, guiding client through PCAOB uplift;
• Serve as a leader or co-leader in the IPO working group including all third-party advisors (bankers, attorneys, auditors) and with executive leadership and board;
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
• Strong project management skills including cross-functional experience, external audit liaison, and working group
• Experience mentoring and developing junior team members
• Consistent success in building and developing strong client relationships

Qualifications:

• CPA or CA certification preferred·
• Bachelor’s degree in Accounting, Finance, or related field
• Willingness to travel (With that said, our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling back-to-back extended travel projects.  Even so, travel will vary project-to-project based on client preferences and may sometimes come in “bursts.")