Director of M&A Integrations

Current • Aventura, FL

1d • Hybrid

About The Position

We are seeking a dynamic and experienced Director of Integrations to lead the successful integration of acquired firms within accounting and professional services. This high-impact role is responsible for end-to-end integration management—across operational, cultural, and strategic dimensions—in close collaboration with our local partners, corporate functional teams (finance, IT, HR, compliance, etc.), and leadership teams. The ideal candidate has practical experience with M&A integration, operational knowledge of accounting firms, outstanding relationship-building skills, and thrives in fast-paced and high-change environments. Success in this role centers on the ability to lead internal functional teams, earning the trust of managing partners and partner groups, while ensuring the smooth adoption of shared systems, processes, and cultural norms.

Requirements

• 7+ years of experience in operations or leadership roles within an accounting firm, preferably with M&A or integration exposure
• 7+ years of experience in integration and / or project management leadership roles, preferably with accounting or professional services 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
• Self-aware, accepting, honest, open, and respectful of

Nice To Haves

• Previous experience leading integrations or complex cross-functional implementation projects.
• Familiarity with common accounting firm tech stacks (e.g., CCH / Creative Solutions).
• Change management or project leadership experience, even if informal.

Responsibilities

• 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.
• Ability to manage, train and mentor team members.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed