Assurance Acquisition & Integration Director (53067)

Overview

This role oversees the smooth incorporation of acquired assurance practices into the organization. You will coordinate with National Assurance team members and teams from acquired firms to execute a standard due diligence and integration plan, tailored to the specific requirements of each acquired firm. The position also evaluates operational, methodological, and workforce aspects of each firm to bridge gaps and ensure efficient integration.

You will work closely with leadership including the Managing Partner - National Assurance Operations, Partner in Charge of Quality, and Partner in Charge of Innovation, as well as regional and local office managing partners and assurance practice leaders. This position reports directly to the Managing Partner - National Assurance Operations.

Responsibilities

• Lead all Assurance service line activities to evaluate and integrate an acquired firm’s assurance practice, including:
  • Initial diligence procedures and evaluation against acquisition criteria
  • Assurance practice economics data gathering and evaluation
  • Human capital quality and staffing adequacy assessment
  • Quality review of assurance engagement workpapers, policies, and procedures
  • Assessment of assurance methodologies, technologies, and innovations
  • Risk identification and assessment
• Lead the Assurance practice due diligence process, including engagement-level reviews
• Develop the integration project plan for acquired firms, incorporating entity-specific matters identified during due diligence
• Evaluate and coordinate change management requirements, including (but not limited to):
  • Incremental infrastructure needs
  • Assurance-specific systems and tools
  • Human capital
  • Migration-related matters
  • Other related matters necessary to achieve a fully integrated state
• Coordinate with Regional and Local Assurance Practice leaders, Integration Management Office, Operations, Information Technology, Human Resources, and other Service Lines to integrate acquired partners and professional employees, including:
  • Staffing and recruiting
  • Migration and implementation of technology systems
  • Vendor contracts
• Identify incremental acquisition costs and communicate them to appropriate departments during the pre-merger process
• Lead and oversee assurance integration project teams to implement all integration activities
• Lead and coordinate training programs for acquired firms, including:
  • Independence and conflict check processes
  • Policy and Procedure training
  • Methodology transfer training
  • Methodology and technology training
• Provide timely communication of project plan status, key past-due and upcoming milestones, critical items, and elevate issues along with resolution plans to Assurance Leadership and the Integration Management Office

Qualifications

• 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 with 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 (manufacturing, distribution, real estate, construction, technology) preferred; employee benefit plan, not-for-profit or financial services 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

Compensation & Benefits

• Competitive compensation and benefits
• Flexibility to manage personal and professional life