Technology Transaction Advisory Analyst - Experienced Consultant

Join Fieldguide as an Implementation Consultant - Advisory, where you will leverage your expertise to help clients successfully implement and optimize our innovative solutions. You will work closely with clients to understand their needs, guide them through the implementation process, and ensure they achieve maximum value from our services.

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.

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 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.

At CrossCountry Consulting, we aim to redefine the advisory landscape by prioritizing our Core Values and ensuring a positive impact for both our clients and our team members. We strongly advocate for collaboration, enthusiasm, generosity, and perseverance as the cornerstones of our success. Our advisory services encompass accounting and risk management, technology-driven transformation, and transactional support, enabling us to partner effectively with clients to address their current challenges while delivering sustainable value into the future.Our dedication to our team has garnered us prestigious accolades, including recognition in Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our vibrant culture through the insights shared by our employees by visiting here.As a key member of our dynamic Financial Due Diligence practice, you will act as a trusted advisor to our clients, leveraging your hands-on experience and unique insights to provide customized, integrated solutions. You'll address today's pressing issues while establishing a foundation for future achievements. With mentorship from seasoned leaders and a supportive team, you'll join a collaborative environment that encourages contributions beyond client engagements.This position involves working on intricate M&A transactions, equipping clients with essential analyses regarding financial performance and associated risks. You will engage in significant projects, including large-scale transactions, high-volume roll-ups, carve-outs, divestitures, and sell-side engagements, collaborating with private equity firms, corporate acquirers, and lenders to deliver meticulous analyses that inform strategic decision-making.

Brex is looking for an Implementation Consultant specializing in Embedded Finance, based in San Francisco, California. This position works closely with clients as they connect Brex’s financial solutions to their own products and services. Role overview The Implementation Consultant leads client integrations, providing hands-on support throughout the process. The main goal is to help clients launch new financial services smoothly and efficiently using Brex’s platform. What you will do Partner directly with clients to understand their integration needs Guide each integration project from planning through launch Work to ensure a seamless experience as clients embed Brex’s financial tools into their offerings Location This role is based in San Francisco, California.

Fieldguide develops software that helps assurance and audit professionals simplify work across cybersecurity, privacy, and financial audit. The company’s mission is to empower those who build trust between businesses and keep global commerce running smoothly. Backed by investors such as Goldman Sachs Alternatives, Bessemer Venture Partners, and Y Combinator, Fieldguide operates as a remote-first team based in San Francisco and welcomes candidates from anywhere in the United States. Diversity and inclusion shape Fieldguide’s team and culture. The company values collaboration, humility, and learning from each other, believing a range of backgrounds strengthens the future of audit and advisory work. The platform aims to reduce audit practitioners’ workloads by up to 50%, freeing up time for a healthier work-life balance. Every team member contributes to simplifying audit processes and building a collaborative, product-focused environment. Role overview The Implementation Consultant - Audit serves as a bridge between Customer Success and Go-To-Market teams, guiding clients as they adopt Fieldguide’s platform. This position is central to Fieldguide’s client onboarding strategy and plays a direct role in helping new customers get started. Reporting to the Head of Solutions, the Implementation Consultant leads the Fieldguide Accelerator onboarding program. The focus is on delivering a smooth onboarding experience that quickly brings value to customers and sets a high bar for service. What you will do Build client relationships: Stay connected with customers throughout the implementation process, from sales handoff through to the point where clients realize value from the platform. Support client growth: Develop a strategic plan tailored to each customer’s goals, monitor progress during onboarding, and adjust plans as needed to ensure clients stay on track. Location This position is based in San Francisco, CA or can be performed remotely within the United States.

Join Pallet as an AI Consultant - Implementations, where you will leverage your expertise in artificial intelligence to drive successful implementation strategies for our clients. Your role will involve collaborating with cross-functional teams to integrate AI solutions that enhance business workflows and operational efficiency.As an integral part of our team, you will be responsible for assessing client needs, developing tailored AI solutions, and guiding clients through the implementation process to ensure a smooth transition and adoption.

Join AECOM Advisory as a Consultant and play a pivotal role in our expanding global Advisory business line. We are on the lookout for driven management consultants who are passionate about fostering economic, environmental, and social sustainability. This opportunity is available in various locations including Los Angeles, CA; San Francisco, CA; Sacramento, CA; Denver, CO; Chicago, IL.Leveraging AECOM’s extensive expertise in infrastructure design and implementation, AECOM Advisory serves as a trusted advisor to senior-level clients and executive teams, addressing their most urgent enterprise and strategic challenges. Our projects are diverse, ranging from assisting the City of LA with the Citywide Housing Incentive Program (CHIP) Ordinance, to developing SCAG’s Regional Resilience Toolkit, and executing an Integrated Human Resources Plan for LADWP’s Power System.We cater to a wide array of clients engaged in infrastructure, the built environment, and community vitality, including national governments, regulatory bodies, city agencies, utilities, transit agencies, infrastructure operators, and investors. Our global team of over 400 professionals consists of business analysts, economists, commercial strategists, technology architects, and change management practitioners. We empower our clients to refine their strategies, enhance operational performance, and implement digital systems that create value for stakeholders and positively impact communities.As a new breed of consulting firm, we blend genuine operational and technical expertise with industry insights to deliver exceptional results.As a Consultant in AECOM Advisory’s US West Region, you will define, lead, and manage various tasks within a workstream as part of a larger engagement. Your responsibilities will include, but are not limited to:Utilizing existing and innovating new solution frameworks to analyze and dissect client challenges.Employing AI tools for baseline assessments and secondary research.Conducting stakeholder interviews with C-suite executives and senior management.Performing business modeling, including market sizing and investment analysis by developing customized discounted cash flow (DCF) Excel models to assess revenue.

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, technology-enabled transformation, and transactions, empowering our clients to tackle current challenges while generating value for the future.Our dedication to our employees has earned us numerous accolades, including recognition from Inc5000 as one of the Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our unique culture through our employees' testimonials by clicking here.We are on the lookout for a seasoned and dynamic Partner to join our Transaction Advisory Services team with a focus on Initial Public Offerings (IPO). In this influential position, you will lead and motivate teams, catalyzing the growth and development of our practice while supporting both growth and enterprise-level clients in relation to IPOs. You will be instrumental in overseeing financial reporting, operational governance, and risk management. By collaborating with third-party advisors, such as bankers, attorneys, and auditors, and working closely with executive leadership, you will drive successful IPO engagements. Your leadership will be crucial in cultivating a high-performing practice and nurturing a culture of excellence and innovation.

About YouAre you a dynamic problem-solver who thrives on challenges? Do you have a knack for learning quickly and applying your insights to foster meaningful progress? At Levelpath, we seek individuals who are inspired by monumental challenges, ready to chart their own course, and own the outcomes. If you excel in collaborative environments, draw motivation from collective achievements, and appreciate rapid iterations with genuine feedback from both colleagues and clients, we want to hear from you. Start your day early, and let’s embark on this exciting journey together!About UsLevelpath is revolutionizing procurement with our innovative AI-driven platform designed for global enterprises. Since our inception in 2022, we have dedicated ourselves to transforming procurement into a seamless and enjoyable experience. Our user-friendly interface accelerates procurement processes within days and unlocks significant savings in mere weeks, all while providing clarity, control, and intelligence to every stakeholder involved. Levelpath delivers a comprehensive overview of spending for procurement, finance, legal, and IT departments—from initial intake to sourcing, contracting, and payment. Our advanced AI capabilities offer contextually relevant and genuinely helpful insights, revealing valuable opportunities and significantly enhancing efficiency. Leading global brands rely on Levelpath's extensive procurement expertise to reshape their business outcomes and maximize the value of their supplier partnerships.Pathfinders Wanted - Join Us!We are inviting applications for the position of Implementation Consultant, a pivotal role in scaling our platform and ensuring that customers realize value from day one. You will be instrumental in the pre-sales process, supporting Account Executives during demos, guiding customers through onboarding and implementation, and driving ongoing customer value. This is a unique opportunity to become part of a high-impact, customer-centric solutions team that addresses procurement challenges head-on while playing a critical role in our customers' success.This is a full-time position based out of our San Francisco office.

Join Stripe as an Implementation Consultant and play a crucial role in enabling our clients to effectively integrate and leverage our payment processing solutions. You will work closely with businesses to understand their needs, provide tailored solutions, and ensure a seamless implementation experience.

Join AECOM as a Senior Consultant in our Advisory team, where you will leverage your expertise to deliver innovative solutions and strategic advice to clients. In this role, you will engage in high-level projects that shape the future of our communities and environment.

Join Drivetrain, a pioneering company dedicated to transforming the way businesses make informed decisions. Our innovative financial planning and decision-making platform enables organizations to scale effectively and meet their goals with confidence.As a remote-first company based in the vibrant San Francisco Bay Area, Drivetrain was founded in 2021 by a dynamic team of former Google employees. We are rapidly expanding, fueled by support from top venture capital firms. Embracing Remote Work: At Drivetrain, we unite exceptional talent from across the globe, offering them the autonomy they need to excel. We place our trust in our team members. Commitment to Transparency: We believe that access to information empowers our creators to deliver their best work. Fostering Innovation: We cultivate an environment where ideas can flourish, encouraging risk-taking and learning from mistakes. Here, every team member can propose great ideas and drive positive change. Customer-Centric Approach: Our product-led growth strategy focuses on continuous learning from our clients, enabling us to create exceptional software solutions tailored to their needs.Role OverviewAt Drivetrain.ai, we don’t just envision solutions; we bring them to life. We are seeking a Solutions Consultant who possesses both technical expertise and financial acumen to collaborate closely with our Account Executives and Data Analysts. In this role, you will delve into the details—creating data architectures, developing intricate financial models, and showcasing the real-world benefits of Drivetrain to CFOs and finance leaders.Key ResponsibilitiesArchitecting and Building Solutions: Transition from high-level strategies to practical execution.You will design, model, and implement proof-of-concept projects and pilot programs within Drivetrain to address specific financial challenges.Advising the CFO Office: Serve as a trusted consultant to CFOs and VPs of Finance. You'll convert their intricate business needs—ranging from FP&A and consolidation to scenario planning—into robust technical frameworks.Data Architecture and Integration:

Join Our Team at BrexBrex is revolutionizing the way companies manage spending with our AI-driven spend management platform. Our integrated solutions—corporate cards, banking services, and global payments—empower businesses to take control of their expenses with confidence. From startups to large enterprises, including high-profile clients like DoorDash and Compass, Brex is dedicated to helping businesses enhance efficiency and reduce costs on a global scale.At Brex, we encourage you to challenge your limits, think innovatively, and collaborate with some of the finest professionals in the field. We are committed to fostering a diverse workforce and an inclusive culture, believing that your potential is bound only by your aspirations. We provide the tools, resources, and support necessary for you to advance your career.About the Implementation TeamOur Implementation team plays a pivotal role in transforming new customers into power users of Brex Empower. We guide businesses through the onboarding process, facilitating a shift from outdated practices to a modern, employee-centric approach. This role requires a unique combination of customer empathy, project management skills, technical knowledge, process design, and change management. We take pride in ensuring our customers' long-term success, equipping them to thrive with Brex.Your ResponsibilitiesAs an Enterprise Implementation Consultant, you will function as a strategic advisor for our largest clients, steering their successful adoption of the Brex platform. You will act as a hybrid coach, project manager, and product expert, focusing on maximizing product adoption, delivering ongoing business value, and assisting customers in transforming their financial workflows.Work EnvironmentThis position is based in our San Francisco office, which fosters a hybrid work environment that blends the collaborative energy of in-office interactions with the flexibility of remote work. We currently require a minimum of two days in the office each week (Wednesday and Thursday), increasing to three days (Monday, Wednesday, and Thursday) starting February 2, 2026. Enjoy up to four weeks of fully remote work each year!Responsibilities OverviewLead and manage comprehensive global enterprise implementations from start to finish, including defining customer outcomes, developing project plans, and mobilizing resources to ensure successful outcomes.

About YouYou are a strategic problem-solver with a passion for overcoming challenges and a knack for learning swiftly. Your drive comes from making a tangible impact, mapping out pathways to success, and taking ownership of outcomes. Collaborating with intelligent teams inspires you, and you find motivation in shared achievements. You appreciate rapid iteration and constructive feedback from both team members and clients. If you're an early riser ready for your next challenge, we want to meet you!About UsLevelpath is revolutionizing the procurement landscape with our cutting-edge AI platform tailored for global enterprises. Established in 2022, our mission is to transform procurement into an enjoyable experience. With intuitive features, Levelpath accelerates procurement processes, revealing savings in mere weeks, all while providing stakeholders with clarity and control. Our AI-driven platform offers a comprehensive view of spending across procurement, finance, legal, and IT, streamlining everything from intake and sourcing to contracting and payment. Trusted by leading global brands, Levelpath's expertise in procurement empowers businesses to enhance outcomes and maximize value from supplier relationships.Join Our Team of Pathfinders!We are seeking an Implementation Consultant to help expand our platform and deliver immediate value to our customers. You will be integral in supporting the pre-sales process alongside Account Executives, facilitating onboarding, and ensuring ongoing customer satisfaction. This is an exciting opportunity to join a dynamic, customer-focused solutions team that directly addresses procurement challenges and contributes significantly to our clients' success.What You’ll DoEstablish deep, lasting relationships with current and prospective clients.Guide clients through the implementation of Levelpath’s solutions.Collaborate on optimizing processes, assets, and systems (Zendesk & Salesforce) for enterprise accounts.Create best practice guides and product documentation for clients.Identify key stakeholders within client organizations and cultivate relationships with them.Work closely with the sales team to introduce new solutions to clients.Partner with product and engineering teams to launch new offerings in the market.

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 YouAs a dedicated problem-solver, you possess the ability to delve into challenges, absorb new information quickly, and apply insights to foster progress. Big challenges motivate you - you chart the course and take responsibility for the outcomes. Your passion lies in assisting others, thriving in intelligent teams, and celebrating shared achievements. You appreciate rapid iteration and genuine feedback from both colleagues and clients. Early risers will find this role particularly rewarding as you embark on an exciting new journey.About UsLevelpath is revolutionizing procurement with its cutting-edge AI platform tailored for global enterprises. Founded in 2022, our mission is to transform procurement into a delightful experience. Levelpath's intuitive interface accelerates procurement processes to mere days and unlocks savings in weeks, providing transparency, control, and intelligence for all stakeholders. We deliver a comprehensive view of expenditure for procurement, finance, legal, and IT, encompassing intake, sourcing, contracting, and payment. Our AI technology offers contextually relevant insights, revealing valuable opportunities and significantly enhancing efficiency. Trusted by leading global brands, Levelpath's expertise in procurement is instrumental in driving better business outcomes and maximizing supplier relationships.Join Our Team of Innovators!We are seeking an Implementation Consultant to expand our platform and deliver immediate value to our clients. In this pivotal role, you will support the pre-sales process alongside Account Executives during demonstrations, oversee the onboarding and implementation phases, and ensure ongoing customer satisfaction. This is an excellent opportunity to be part of a high-impact, customer-centric solutions team that directly addresses procurement challenges and plays a vital role in our clients' success.This is a full-time position located at our San Francisco Headquarters.Key ResponsibilitiesCultivate strong, enduring relationships with both existing and prospective clientsProvide guidance and support in the implementation of Levelpath solutions for our customersAssist in planning, building, optimizing, and scaling processes, assets, and systems (including Zendesk & Salesforce) to effectively serve enterprise clientsCreate best practice guides and product documentation to enhance customer experienceIdentify key stakeholders and develop relationships with champions within client organizationsIntroduce new solution offerings to clients by collaborating closely with the sales team

At CrossCountry Consulting, we are committed to redefining the advisory experience. Our firm is built on our Core Values, which emphasize collaboration, enthusiasm, generosity, and perseverance. We strive to create a positive environment for both our clients and our team members. Our diverse advisory solutions encompass accounting and risk management, technology-driven transformation, and transactional assistance, ensuring we address contemporary challenges while delivering long-term value.Our dedication to employee satisfaction has garnered us accolades such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our unique culture through the voices of our employees by visiting here.As a key member of our expanding Financial Due Diligence practice, you will act as a trusted advisor to our clients. Leveraging your expertise and insights, you will craft customized solutions that tackle current challenges while laying the groundwork for future success. Supported by seasoned leaders and a dedicated mentor, you will thrive in a collaborative environment that encourages contributions beyond client engagements.This role presents the chance to engage in intricate M&A transactions, providing clients with vital insights into financial performance and associated risks. Your projects will encompass large-scale transactions, high-volume consolidations, carve-outs, divestitures, and sell-side transactions, working closely with private equity firms, corporate acquirers, and lenders to deliver top-tier analyses that inform strategic decision-making.