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Crosscountry Consulting

Posted 10 months ago

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Partner- IPO Accounting Advisory

San FranciscoHybridFull-time

AI Summary

Senior partner leading IPO advisory practice, overseeing readiness, filings, governance, and client relationships for IPO engagements; mentors teams and collaborates with bankers, attorneys, and auditors.

About this role

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

We are seeking an experienced and dynamic Partner to join our Transaction Advisory Services team, specializing in Initial Public Offerings (IPO). In this role, you will have the opportunity to lead and inspire teams, drive the growth and development of our practice, and support both growth and enterprise-sized clients specific to IPO. You will play a pivotal role in ensuring financial reporting, operational governance, and risk management are meticulously handled. You will collaborate with third-party advisors, including bankers, attorneys, and auditors, and work closely with executive leadership to drive successful IPO engagements. Your leadership will be instrumental in building a high-performing practice and fostering a culture of excellence and innovation.

Key Responsibilities

  • Lead the IPO working group, managing the entire IPO process from readiness assessment to filing
  • Collaborate with third-party advisors and executive leadership to ensure seamless execution of IPOs
  • Provide strong project management and build robust client relationships
  • Mentor, develop, and build high-performing teams
  • Conduct IPO readiness assessments and manage key milestones and hurdles associated with IPOs
  • Draft financial sections in the registration statement and ensure compliance with regulatory requirements
  • Serve as a leader in the IPO working group, including all third-party advisors (bankers, attorneys, auditors) and with executive leadership and the board
  • 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
  • Provide expert project management and ease of collaboration internally and externally
  • Consistently build and develop strong client relationships
  • Mentor, develop, and build teams, ensuring the necessary size of the team on your bench

    • Qualifications

  • 18+ years of experience in professional services (public accounting, advisory firm, or management consulting firm)
  • Proven expertise in leading clients and providing guidance through IPO readiness assessments and execution of the IPO process, including timeline and reporting requirements
  • In-depth knowledge of financial reporting, operational governance, and risk management requirements applicable to public companies
  • Deep expertise in drafting all financial sections in the registration statement and responding to SEC comments
  • Experience in preparing technical accounting memos and guiding clients through PCAOB uplift
  • Strong cross-functional experience, external audit liaison, and managing IPO working group
  • 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 and the ability to build and develop strong client relationships
  • Experience in mentoring and developing teams
  • Excellent communication and leadership skills

    • Skills

    AI-enabled Solutions ImplementationAI Tool EvaluationAuditing LiaisonClient Relationship ManagementCross-functional LeadershipData Protection Policy AdherenceFinancial ReportingFinancial Statement PreparationInternal Controls And GovernanceIPO Readiness AssessmentsPCAOB Uplift GuidanceProject ManagementRegistration Statements DraftingRegulatory ComplianceRegulatory InterpretationSEC Filing ProcessTechnical Accounting MemosThird-party Advisor Coordination

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