Assurance Acquisition & Integration Director

This is a fully remote position, open to applicants in New York.

📋 Description

• Oversee activities aimed at assessing and incorporating acquired assurance practices.

• Perform initial due diligence processes and assess acquisition standards.

• Collect and analyze financial data related to assurance practices.

• Evaluate the quality of human capital and staffing sufficiency.

• Examine assurance engagement documentation, policies, and procedures.

• Evaluate assurance methodologies, technologies, and innovations.

• Identify and analyze potential risks.

• Direct the due diligence process for assurance practices, including reviews at the engagement level.

• Create integration project plans that address entity-specific due diligence issues.

• Assess and coordinate change management needs, infrastructure, systems, tools, human resources, migration, and related factors.

• Collaborate with leaders from the assurance practice, Integration Management Office, Operations, Information Technology, Human Resources, and other service lines.

• Identify additional acquisition costs and relay this information to relevant departments.

• Lead project teams focused on assurance integration.

• Direct and organize training initiatives for acquired firms on independence and conflict checks, policies and procedures, methodologies, and technologies.

• Update assurance leadership and the Integration Management Office on project plan status, overdue and upcoming milestones, key issues, and resolution strategies.

• Report directly to the Managing Partner of National Assurance Operations.

⛳️ Requirements

• Bachelor’s or master’s degree in accounting.

• Over 10 years of experience in assurance practice at a large national or super-regional accounting firm.

• Preferably, a background in supporting firm M&A integration efforts.

• In-depth knowledge of assurance practices as well as firm operations and economics.

• Thorough understanding of accounting principles and auditing standards.

• Experience with industries such as manufacturing, distribution, real estate, construction, and technology is preferred.

• Experience with employee benefit plans, non-profit organizations, or financial services is advantageous.

• Familiarity with audit software and automation tools, including CaseWare, CaseView, Suralink, Datasnipper, Validis, MindBridge, DAS, PPC, and other audit methodologies and workflow tools.

• Previous experience in developing and leading firm-wide audit training programs.

• Strong analytical, communication, decision-making, strategic leadership, and project management skills.

• Capability to efficiently manage multiple projects.

• Attributes such as resilience, intellectual curiosity, innovation, a commitment to continuous learning, and a service-oriented mindset.

🏝️ Benefits

• Competitive compensation and benefits package.

• Flexibility to balance personal and professional commitments.

• Support for professional development.