Frederick Fox

Partner, Technical Accounting and IPO AdvisoryPosition OverviewOur client is seeking an accomplished Partner to lead its Technical Accounting and IPO Advisory practice. This senior leadership role will focus on helping high-growth and emerging public companies navigate complex technical accounting matters, IPO readiness, SEC reporting requirements, and broader financial transformation initiatives.The Partner will serve as a trusted advisor to C-suite executives, boards, and finance leaders, providing strategic guidance throughout the public-market readiness process and beyond. This individual will also play a significant role in expanding the practice, developing client relationships, mentoring professionals, and identifying new opportunities to deliver innovative advisory solutions.Performance Objectives<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Lead IPO Readiness and SEC Advisory: Direct complex IPO readiness engagements, including S-1 preparation, SEC reporting, financial statement disclosures, accounting policies, and other requirements associated with transitioning to the public markets.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Provide Technical Accounting Expertise: Advise clients on complex accounting matters and ensure compliance with U.S. GAAP, IFRS, SEC guidance, and other applicable accounting and reporting requirements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Build Executive-Level Relationships: Establish trusted relationships with CFOs, Controllers, CEOs, audit committees, boards, and other senior stakeholders, positioning the firm as a strategic advisor on technical accounting and public-company readiness.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Drive Business Development: Identify and pursue new business opportunities, expand existing client relationships, leverage professional networks, and contribute to achieving and exceeding annual revenue and growth objectives.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Lead High-Performing Teams: Recruit, develop, mentor, and retain talented professionals while fostering a culture of collaboration, accountability, innovation, and exceptional client service.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Deliver Complex Advisory Engagements: Oversee multiple client engagements, ensuring high-quality deliverables, effective project management, appropriate risk management, and adherence to deadlines and budgets.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Advance Innovation: Identify and implement innovative approaches, technologies, data analytics, automation, and AI-enabled solutions that enhance technical accounting and financial advisory services.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Collaborate Across Service Lines: Partner with internal leaders and multidisciplinary teams to develop comprehensive solutions addressing clients' broader finance, accounting, reporting, and business transformation needs.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Contribute to Practice Strategy: Help shape the growth strategy, market positioning, service offerings, and long-term direction of the Technical Accounting and IPO Advisory practice.</li>
</ul>Environment &amp; ResourcesThis is a senior leadership opportunity within a collaborative, growth-oriented professional services environment. The Partner will have access to experienced advisory professionals, sophisticated technology and analytics resources, and opportunities to collaborate across multiple disciplines.The role offers significant autonomy and visibility, with direct interaction with senior leadership, executive-level clients, and other key stakeholders. The successful candidate will have the resources and platform necessary to build lasting client relationships, develop new business, and expand the firm's presence in the technical accounting and IPO advisory market.Essential Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">15+ years of progressive experience in technical accounting, accounting advisory, financial reporting, transaction advisory, or a related professional services environment.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Extensive experience supporting IPOs, SEC reporting, public-company readiness, and complex technical accounting matters.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong knowledge of U.S. GAAP, SEC reporting requirements, and familiarity with IFRS and other applicable accounting standards.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Proven experience leading complex client engagements from strategy through execution, preferably within a professional services or consulting organization.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Demonstrated success developing and expanding executive-level client relationships and generating new business.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong leadership experience managing, mentoring, and developing high-performing consulting or advisory teams.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Exceptional communication, presentation, negotiation, and relationship-building skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strategic and entrepreneurial mindset with the ability to identify market opportunities and translate them into profitable growth.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Bachelor's or advanced degree in Accounting, Finance, Business, or a related field.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Active CPA license or equivalent professional accounting certification required.</li>
</ul>Preferred Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience working with high-growth companies, venture-backed organizations, private equity-backed businesses, or companies preparing to enter the public markets.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience advising clients through IPO transactions, including S-1 registration statements and SEC comment processes.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with complex transactions such as business combinations, revenue recognition, stock-based compensation, consolidations, debt and equity transactions, and other significant accounting matters.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Existing network of senior finance and executive-level relationships within relevant industries.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience developing new advisory offerings, methodologies, or technology-enabled solutions.</li>
</ul>

Partner, Technical Accounting and IPO Advisory

Position Overview

Our client is seeking an accomplished Partner to lead its
Technical Accounting and IPO Advisory practice. This senior
leadership role will focus on helping high-growth and emerging
public companies navigate complex technical accounting matters,
IPO readiness, SEC reporting requirements, and broader financial
transformation initiatives.

The Partner will serve as a trusted advisor to C-suite
executives, boards, and finance leaders, providing strategic
guidance throughout the public-market readiness process and
beyond. This individual will also play a significant role in
expanding the practice, developing client relationships,
mentoring professionals, and identifying new opportunities to
deliver innovative advisory solutions.

Performance Objectives

* Lead IPO Readiness and SEC Advisory: Direct complex IPO
readiness engagements, including S-1 preparation, SEC reporting,
financial statement disclosures, accounting policies, and other
requirements associated with transitioning to the public markets.
* Provide Technical Accounting Expertise: Advise clients on
complex accounting matters and ensure compliance with U.S. GAAP,
IFRS, SEC guidance, and other applicable accounting and reporting
requirements.
* Build Executive-Level Relationships: Establish trusted
relationships with CFOs, Controllers, CEOs, audit committees,
boards, and other senior stakeholders, positioning the firm as a
strategic advisor on technical accounting and public-company
readiness.
* Drive Business Development: Identify and pursue new business
opportunities, expand existing client relationships, leverage
professional networks, and contribute to achieving and exceeding
annual revenue and growth objectives.
* Lead High-Performing Teams: Recruit, develop, mentor, and
retain talented professionals while fostering a culture of
collaboration, accountability, innovation, and exceptional client
service.
* Deliver Complex Advisory Engagements: Oversee multiple client
engagements, ensuring high-quality deliverables, effective
project management, appropriate risk management, and adherence to
deadlines and budgets.
* Advance Innovation: Identify and implement innovative
approaches, technologies, data analytics, automation, and
AI-enabled solutions that enhance technical accounting and
financial advisory services.
* Collaborate Across Service Lines: Partner with internal leaders
and multidisciplinary teams to develop comprehensive solutions
addressing clients' broader finance, accounting, reporting, and
business transformation needs.
* Contribute to Practice Strategy: Help shape the growth
strategy, market positioning, service offerings, and long-term
direction of the Technical Accounting and IPO Advisory practice.
Environment & Resources

This is a senior leadership opportunity within a collaborative,
growth-oriented professional services environment. The Partner
will have access to experienced advisory professionals,
sophisticated technology and analytics resources, and
opportunities to collaborate across multiple disciplines.

The role offers significant autonomy and visibility, with direct
interaction with senior leadership, executive-level clients, and
other key stakeholders. The successful candidate will have the
resources and platform necessary to build lasting client
relationships, develop new business, and expand the firm's
presence in the technical accounting and IPO advisory market.

Essential Qualifications

* 15+ years of progressive experience in technical accounting,
accounting advisory, financial reporting, transaction advisory,
or a related professional services environment.
* Extensive experience supporting IPOs, SEC reporting,
public-company readiness, and complex technical accounting
matters.
* Strong knowledge of U.S. GAAP, SEC reporting requirements, and
familiarity with IFRS and other applicable accounting standards.
* Proven experience leading complex client engagements from
strategy through execution, preferably within a professional
services or consulting organization.
* Demonstrated success developing and expanding executive-level
client relationships and generating new business.
* Strong leadership experience managing, mentoring, and
developing high-performing consulting or advisory teams.
* Exceptional communication, presentation, negotiation, and
relationship-building skills.
* Strategic and entrepreneurial mindset with the ability to
identify market opportunities and translate them into profitable
growth.
* Bachelor's or advanced degree in Accounting, Finance, Business,
or a related field.
* Active CPA license or equivalent professional accounting
certification required.
Preferred Qualifications

* Experience working with high-growth companies, venture-backed
organizations, private equity-backed businesses, or companies
preparing to enter the public markets.
* Experience advising clients through IPO transactions, including
S-1 registration statements and SEC comment processes.
* Experience with complex transactions such as business
combinations, revenue recognition, stock-based compensation,
consolidations, debt and equity transactions, and other
significant accounting matters.
* Existing network of senior finance and executive-level
relationships within relevant industries.
* Experience developing new advisory offerings, methodologies, or
technology-enabled solutions.

Partner, IPO Accounting Advisory

About the role

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