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Director of M&A Integrations

📅 Jul 6
M&A IntegrationProject ManagementAccounting Firm OperationsCross-functional Coordination
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📜 Description

  • Lead end-to-end integration activities across accounting, finance, IT, compliance, HR, and operations.
  • Set integration timelines and workstreams, track milestones, manage risks, and ensure cross-functional accountability.
  • Build collaborative relationships with acquired firms’ managing partners and leadership teams.
  • Coordinate corporate and firm-based teams and support partner onboarding, communications, cultural integration, and change management.
  • Apply and improve the integration playbook, escalate issues, and develop solutions to integration challenges.
  • Report integration status, risks, and opportunities to senior leaders and share best practices across firms.

🛠️ Requirements

  • 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
  • Ability to manage, train and mentor team members.
  • Embody Current PA’s core values: Courage, Partnership, Relentlessness.

✨ Benefits

  • The total rewards package at Current includes base salary and benefits.
  • Dental
  • Vision Insurance (with options for fully paid employee only coverage for health and dental)
  • Company-Paid Life and Long-Term & Short-Term Disability Insurance
  • Ancillary Benefits such as supplemental life insurance
  • Accident insurance
  • Classic Safe Harbor 401(k) Plan with employer contributions
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Full job description

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

About the Role

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.

Key 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.

Position Requirements

Minimum Qualifications

  • 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.

    or

  • 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

  • Ability to manage, train and mentor team members.

  • Embody Current PA’s core values: Courage, Partnership, Relentlessness.

Preferred Qualifications

  • 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.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

  • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

  • Company-Paid Life and Long-Term & Short-Term Disability Insurance

  • Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

  • Classic Safe Harbor 401(k) Plan with employer contributions

  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

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