Communications Consultant helping Fidelity's clients with effective communication materials and engagement strategies. Driving participant engagement with educational resources and marketing campaigns.
About the role
- Director at CrossCountry Consulting delivering integrated IPO advisory solutions for clients. Collaborating with teams and driving client engagements to navigate transactions in the accounting advisory space.
Responsibilities
- 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
Requirements
- 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
Benefits
- Comprehensive healthcare options, including medical, dental, and vision coverage
- Flexible spending accounts
- 401(k) with company matching
- Generous parental and maternity leave policies
- Technology stipends
- Wellness reimbursement programs
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