Develop and execute an innovative strategy aligned with the firm’s mission, growth goals, and commitment to exceptional client service
Identify, evaluate and implement emerging technologies (AI, automation, data analytics, cloud platforms) to modernize audit, tax, and advisory services
Collaborate with practice leaders to redesign workflows, co-develop digital products, and embed innovation into operations
Champion a culture of innovation encouraging idea-sharing, experimentation, and cross-functional collaboration
Evaluate and report ROI of innovation initiatives with clear KPIs tied to efficiency, client satisfaction, revenue growth, and employee engagement
Oversee large-scale technology portfolios and budgets to ensure cost savings, process optimization, and scalable transformation
Stay informed on industry trends, regulatory changes, and technology advancements
Build and maintain external partnerships with technology vendors, startups, academic institutions, and industry organizations
Lead firmwide change management initiatives to support adoption of new tools and practices while maintaining quality and compliance
Oversee learning and development programs with HR to support upskilling, reskilling, and digital fluency
Ensure cybersecurity, data privacy, and risk management practices align with CPA regulatory and ethical requirements
Requirements
10+ years of progressive leadership experience in public accounting, consulting, or innovation strategy
Understanding of the CPA profession, regulatory environment, and evolving client needs
Proven success leading digital transformation and implementing scalable, tech-enabled solutions including AI-driven transformation, data warehouse development, automation, and advanced analytics
Strong communication, leadership, and change management skills
CPA, MBA, or relevant technical certifications preferred
Additional credentials in Lean Six Sigma, digital strategy, AI, or design thinking preferred
Experience overseeing technology portfolios and budgets and delivering measurable ROI
Demonstrated thought leadership in innovation (industry speaking, publishing, client presentations, etc.)
Experience forging executive level relationships and aligning innovation investments with business growth strategies
Track record of building and mentoring high-performing cross-functional teams
Strong background in risk management, regulatory compliance, cybersecurity, and data privacy
Detail-oriented, conscientious, and operationally focused with ability to deliver results in complex environments