Director of M&A Integrations

🕒 vor 6 Tagen

🏖️ New Jersey, New York – Remote

🏖️ New Jersey – Remote 🗽 New York – Remote

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Current

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

🤝 B2B

💼 Beratung

🏢 Unternehmen

B2B • Consulting • Enterprise

Current ist eine Plattform (früher Crete Professionals Alliance), die unabhängige Buchhaltungsfirmen dazu befähigt, durch die Kombination von Technologie, Talent, Kapital und Strategie zu skalieren. Gegründet im Jahr 2023, betreibt Current ein wachsendes Netzwerk von Partnerfirmen (die Webseite gibt 48 Firmen, über 2. 000 Mitarbeiter in 39 Bundesstaaten und 3 Ländern an) und bietet Dienstleistungen, die Firmen helfen, Wachstum zu beschleunigen, ohne die Unabhängigkeit zu opfern. Die Angebote und Fähigkeiten von Current betonen Tech-Transformation (Automatisierung, KI, optimierte Workflows), globale Servicebereitstellung, M&A und strategische Expansion, Talentkontinuität, Marken- und Marketingunterstützung sowie gemeinsame operative Infrastruktur. Current weist darauf hin, dass es keine lizenzierte CPA-Firma ist; Tochtergesellschaften bieten nicht-testierte Steuer-, Beratungs- und andere Dienstleistungen an, und Netzwerksfirmen arbeiten in einer alternativen Praxisstruktur.

Beschreibung

• Lead and Manage Integrations: Oversee all integration activities for newly acquired firms, including creation and alignment of the integration approach, and ensuring timely and effective execution across accounting, finance, IT, compliance, HR, and operational functions • Project Management Excellence: Drive each integration as a structured, high-stakes project—setting clear timelines, defining workstreams, tracking milestones, managing risks, communicating to stakeholders, and ensuring cross-functional accountability from start to finish • Partner Relationship Management: Serve as the primary point of contact for integration with each acquired firm’s Managing Partner and leadership team, developing strong and collaborative relationships from Day 1 • Cross-Functional Coordination: Act as the integration quarterback—coordinating efforts across functional departments and ensuring accountability for deliverables from both corporate and firm-based teams • Cultural Integration: Support softer elements of integration, including partner onboarding, firm communications, cultural assimilation, and change management • Playbook Execution & Continuous Improvement: Apply and continuously refine our integration playbook. Identify risks, escalate issues early, and develop creative solutions to integration challenges • Progress Reporting: Regularly report integration status, risks, and opportunities to the Regional VP, CEO, and firm Managing Partners, and ensure key milestones are tracked and met • Regional Alignment: Collaborate with our firms to ensure consistency and best practice sharing across integrations

🎯 Anforderungen

• 7+ years of experience in operations or leadership roles within an accounting firm, preferably with M&A or integration exposure • Strong understanding of how accounting firms operate, including partner dynamics, workflow models, common technology and systems, client service delivery, and regulatory context strongly preferred • Demonstrated ability to manage complex, cross-functional initiatives with multiple stakeholders and tight deadlines • Exceptional interpersonal skills with a proven track record of building trust with senior leaders and partner groups • High bias toward action, detail-oriented, ultra-organized, and comfortable with ambiguity • Strong written and verbal communication skills; able to manage up, down, and across • Willingness to travel regionally, including throughout New York and New Jersey • Ability to thrive in a fast-paced, dynamic environment, and excited about being an entrepreneur and company-builder • Impeccable integrity and ethical

🏖️ Vorteile

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) • Company-Paid Life and Long-Term Disability Insurance • Ancillary Benefits such as supplemental life insurance and short-term disability options • Classic Safe Harbor 401(k) Plan with employer contributions • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning