Director of M&A Integrations

🔥 2 hours ago

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Logo of Current

Current

1001 - 5000 employees

🤝 B2B

💼 Consulting

🏢 Enterprise

B2B • Consulting • Enterprise

Current is a platform (formerly Crete Professionals Alliance) that empowers independent accounting firms to scale by combining technology, talent, capital, and strategy. Founded in 2023, Current operates a growing network of partner firms (the site cites 48 firms, 2k+ employees across 39 states and 3 countries) and provides services that help firms accelerate growth without sacrificing independence. Its offerings and capabilities emphasize tech transformation (automation, AI, streamlined workflows), global service delivery, M&A and strategic expansion, talent continuity, brand & marketing, and shared operational infrastructure. Current notes that it is not a licensed CPA firm; subsidiary entities provide non-attest tax, advisory, and other services, and network firms participate in an alternative practice structure.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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

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