Assurance Acquisition & Integration Director
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Job Description
Assurance M&A integration director leading diligence and integration of acquired accounting practices at Citrin Cooperman. Coordinating teams, systems, staffing, training, and change management.
Responsibilities:
- Lead activities to evaluate and integrate acquired assurance practices
- Conduct initial diligence procedures and evaluate acquisition criteria
- Gather and evaluate assurance practice economics data
- Assess human capital quality and staffing adequacy
- Review assurance engagement workpapers, policies, and procedures
- Assess assurance methodologies, technologies, and innovations
- Identify and assess risks
- Lead the assurance practice due diligence process, including engagement-level reviews
- Develop integration project plans incorporating entity-specific due diligence matters
- Evaluate and coordinate change management requirements, infrastructure, systems, tools, human capital, migration, and related matters
- Collaborate with assurance practice leaders, Integration Management Office, Operations, Information Technology, Human Resources, and other service lines
- Identify incremental acquisition costs and communicate them to appropriate departments
- Lead assurance integration project teams
- Lead and coordinate training programs for acquired firms on independence and conflict checks, policies and procedures, methodology, and technology
- Communicate project plan status, overdue and upcoming milestones, critical items, and issue-resolution plans to assurance leadership and the Integration Management Office
- Report directly to the Managing Partner, National Assurance Operations
Requirements:
- Bachelor’s or master’s degree in accounting
- 10+ years of prior experience in assurance practice of a large national or super-regional accounting firm
- Preferably experience supporting firm M&A integration activities
- Comprehensive understanding of assurance practice and firm operations and economics
- Comprehensive understanding of accounting principles and auditing standards
- Experience with commercial entities such as manufacturing, distribution, real estate, construction, and technology preferred
- Employee benefit plan, not-for-profit, or financial services experience is a plus
- Familiarity with audit software and automation tools, including CaseWare, CaseView, Suralink, Datasnipper, Validis, MindBridge, DAS, PPC, and other audit methodologies and workflow tools
- Prior experience developing and leading firm-wide audit training programs
- Strong analytical, communication, decision-making, strategic leadership, and project management capabilities
- Ability to manage multiple projects efficiently
- Resilience, intellectual curiosity, innovation, continuous learning, and service-oriented mindset
Benefits:
- Competitive compensation and benefits
- Flexibility to manage your personal and professional life
- Professional development support
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