Assurance Acquisition & Integration Director

United StatesRemoteFull-timeexecutive

Other

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Quick Summary

Key Responsibilities

Lead all assurance-related activities involved in evaluating and integrating acquired practices, ensuring alignment with established acquisition criteria and organizational standards.

Technical Tools

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The Assurance Acquisition & Integration Director will lead the evaluation and integration of acquired assurance practices, ensuring a consistent and effective transition into a broader professional services organization. Reporting to the Managing Partner of National Assurance Operations, this strategic leadership role oversees due diligence, operational assessments, risk evaluation, and post-acquisition integration planning. You will work closely with national and regional assurance leaders, acquired firm teams, and cross-functional departments to identify gaps and coordinate solutions. The position combines technical assurance expertise with project leadership, change management, and workforce planning. You will also drive the adoption of shared methodologies, technologies, policies, and quality standards across newly integrated practices. This is an opportunity to shape acquisition success while strengthening operational consistency, service quality, and collaboration across a growing assurance organization.

In this role, you will oversee the full assurance acquisition and integration lifecycle, from initial due diligence through implementation and transition. Your responsibilities will include:

Lead all assurance-related activities involved in evaluating and integrating acquired practices, ensuring alignment with established acquisition criteria and organizational standards.
Coordinate initial due diligence, including:
- Gathering and evaluating assurance practice financial and operational data.
- Assessing workforce quality, staffing levels, and human capital needs.
- Reviewing assurance engagement workpapers, quality processes, policies, and procedures.
- Evaluating existing assurance methodologies, technologies, and innovation practices.
- Identifying operational, compliance, and business risks.
- Lead the assurance due diligence process, including detailed reviews at the individual engagement level.
- Develop comprehensive integration project plans tailored to each acquired firm, incorporating findings and specific requirements identified during due diligence.
- Evaluate and coordinate change management activities, including infrastructure requirements, assurance systems and tools, workforce needs, technology migration, and other operational transitions.
- Collaborate with regional and local assurance leaders, the Integration Management Office, Operations, IT, Human Resources, and other service lines to coordinate the integration of acquired partners and employees.
- Oversee staffing and recruiting coordination, technology implementation and migration, vendor contract transitions, and related operational activities.
- Identify additional acquisition-related costs during the pre-merger process and communicate financial requirements to the appropriate departments.
- Lead and coordinate assurance integration project teams, ensuring that implementation activities remain aligned with agreed plans and milestones.
- Design and coordinate training programs for acquired teams covering independence and conflict-check procedures, organizational policies, assurance methodologies, and technology tools.
- Monitor integration progress and communicate project status, overdue and upcoming milestones, critical issues, and proposed resolutions to assurance leadership and the Integration Management Office.
- Work closely with national assurance operations, quality, and innovation leaders, as well as regional and local managing partners, to support successful integration outcomes.

Requirements

~2 min read

The ideal candidate is an analytical and strategic assurance professional with strong leadership capabilities and the ability to manage complex acquisition and integration projects. They should combine technical knowledge with excellent communication, collaboration, and change management skills. The source description does not specify formal education, minimum years of experience, or mandatory certifications. Relevant capabilities include:

Strong understanding of assurance practices, engagement quality reviews, professional standards, methodologies, policies, and procedures.
Experience evaluating assurance operations, practice economics, workforce capabilities, staffing adequacy, and operational risks.
Ability to lead due diligence activities and assess the quality and readiness of acquired assurance practices.
Demonstrated experience managing complex, cross-functional projects, ideally involving acquisitions, integrations, or organizational transformations.
Strong project planning and execution skills, including the ability to coordinate multiple workstreams, manage dependencies, and deliver against milestones.
Knowledge of change management, technology implementation, systems migration, and operational integration.
Ability to identify integration costs, assess resource requirements, and communicate financial and operational implications to senior stakeholders.
Strong leadership and stakeholder management skills, with the ability to influence partners, practice leaders, and multidisciplinary teams.
Excellent communication and interpersonal skills, supported by high emotional intelligence and a collaborative, service-oriented approach.
Strong analytical and decision-making abilities, intellectual curiosity, resilience, and a continuous improvement mindset.
Ability to manage multiple priorities while maintaining attention to detail and accountability for outcomes.
Commitment to developing teams through knowledge sharing, training, and effective integration practices.