Assurance Acquisition & Integration Director

Citrin Cooperman•New York, NY

12d•$160,000 - $225,000•Onsite

About The Position

Citrin Cooperman is seeking an Assurance Acquisition & Integration Director to join its Attest Operations team. The role oversees the incorporation of acquired assurance practices into Citrin Cooperman & Company LLP. The director coordinates with National Assurance and acquired-firm teams to conduct standardized due diligence and implement an integration plan tailored to each firm. This includes evaluating operations, methodologies, workforce, technology, and risks to identify gaps and support an efficient integration. The director works closely with the Managing Partner - National Assurance Operations, the Partner in Charge of Quality, the Partner in Charge of Innovation, and regional and local office managing partners and assurance practice leaders. The position reports directly to the Managing Partner- National Assurance Operations. The ideal candidate is intellectually curious, analytical, innovative, resilient, and service-oriented, with strong emotional intelligence, communication, decision-making, project-management, and strategic-leadership skills. Citrin Cooperman describes a collaborative work environment that supports professional growth and offers flexibility to manage personal and professional life.

Requirements

Bachelor’s or master’s degree in accounting.
10+ years of prior experience in the assurance practice of a large national or super-regional accounting firm.
Comprehensive understanding of assurance practice, firm operations, and economics.
Comprehensive understanding of accounting principles and auditing standards.
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 emotional intelligence and effective communication skills.
Ability to make decisions, offer innovative ideas, manage multiple projects efficiently, and provide strategic leadership.

Nice To Haves

Experience supporting firm mergers and acquisitions integration activities.
Experience with commercial entities, including manufacturing, distribution, real estate, construction, or technology.
Experience in employee benefit plans, not-for-profit organizations, or financial services.

Responsibilities

Lead assurance service-line activities to evaluate and integrate acquired assurance practices.
Conduct initial diligence and evaluate firms against acquisition criteria.
Gather and evaluate assurance practice economics data.
Assess human-capital quality and staffing adequacy.
Review assurance engagement workpapers, policies, and procedures for quality.
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 that incorporate entity-specific matters identified during due diligence.
Evaluate and coordinate change-management requirements, including infrastructure, assurance systems and tools, human capital, migration, and other needs for full integration.
Collaborate with regional and local assurance practice leaders, the Integration Management Office, Operations, Information Technology, Human Resources, and other service lines on integration, staffing and recruiting, technology migration and implementation, and vendor contracts.
Identify incremental acquisition costs and communicate them to appropriate departments during the pre-merger process.
Lead and oversee assurance integration project teams implementing integration activities.
Lead and coordinate training for acquired firms on independence and conflict checks, policies and procedures, methodology transfer, and methodology and technology.
Communicate project-plan status, overdue and upcoming milestones, critical items, identified issues, and resolution plans to Assurance Leadership and the Integration Management Office in a timely manner.