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 The Chief Operating Officer (COO) is a key executive leader responsible for building the “firm of the future” — combining best-in-class professional services operations with process engineering, data/AI enablement, and modern technology to deliver a step-change in client experience, margin, and scalability. This is a hands-on operator who can: • Translate strategy into operating cadence, measurable outcomes, and sustained execution • Engineer and standardize end-to-end workflows across service lines • Lead technology-enabled transformation (AI, automation, workflow, data, client-facing platforms) • Influence partners and senior stakeholders through change while strengthening culture and client trust Key responsibilities Operating model & performance leadership • Own firmwide operations across offices and functions; ensure consistent execution and a high-accountability culture. • Establish an operating cadence: weekly metrics reviews, monthly business reviews, quarterly planning, and clear ownership of initiatives. • Define and manage KPIs that matter (capacity utilization, cycle time, SLA adherence, quality/rework, realization, NPS/CSAT, talent retention). • Identify constraints to growth and remove bottlenecks through systems, process, and org design. Transformation, process engineering & continuous improvement • Map and redesign end-to-end workflows (onboarding → delivery → review → billing → renewal) with a focus on speed, quality, and scalability. • Build a lean/process-improvement capability inside the firm (standards, playbooks, training, continuous improvement loops). • Standardize SOPs, templates, and controls to ensure quality and compliance while enabling delegation/offshoring where appropriate. Technology & AI enablement • Partner with leadership to define a practical tech roadmap (workflow tools, practice management, document management, data platforms, client portals, AI copilots/agents). • Lead change management for technology adoption: pilot, measure, refine, and scale. • Establish governance for AI use (risk, privacy, compliance, review controls) in collaboration with Risk/Compliance and IT. • Drive automation of routine work and elevate the team to higher-value advisory activities. Stakeholder leadership & change management • Serve as a trusted advisor to partners and practice leaders; influence without relying on authority. • Align cross-functional teams (Tax, Audit/Assurance, CAS, Advisory, Client Service, HR, IT, Finance) around shared outcomes. • Communicate clearly and consistently: what is changing, why, when, and how success will be measured. • Reinforce a culture of excellence, learning, innovation, and client-first delivery. Talent, organization & shared services • Build and develop a high-performing operations leadership bench (ops, client service operations, PMO, enablement). • Partner with HR to design scalable org structures, role clarity, performance systems, and training. • Oversee shared services and operational infrastructure (HR Ops, IT Ops, Finance Ops, Admin) as applicable; ensure service levels and reliability. Integration (as relevant) • Support integration of acquired practices into the flagship operating model (process, technology, operating cadence, and culture). • Create repeatable integration playbooks and “day 1 → day 90” execution plans. Ideal candidate profile • 12+ years of operational leadership in professional services (accounting, consulting, legal, or adjacent), with responsibility for multi-team execution. • Proven track record leading technology-enabled transformation (workflow modernization, automation, data/analytics, AI enablement). • Strong process engineering mindset (Lean/Six Sigma or equivalent experience welcomed but not required). • Able to operate at both executive altitude (strategy, stakeholder influence) and in the details (process mapping, metrics, adoption). • Demonstrated ability to lead change in partner-led or matrixed environments. • Excellent communication, facilitation, and conflict navigation skills. • High judgment around risk, quality, and compliance in regulated professional services. Preferred (not required) • Experience in PE-backed platforms, roll-ups, or multi-site professional services organizations • Experience building a delivery model that uses shared services / global delivery effectively • CPA, MBA, or other relevant credential Working style • Results-first, metric-driven operator who builds durable systems • Comfortable in ambiguity; can structure problems and drive execution • Collaborative, low-ego leader who raises the bar while bringing people along • Curious and pragmatic about AI and technology — focused on adoption and outcomes, not hype What success looks like (12–24 months) • Core delivery workflows are documented, measured, continuously improved, and scalable across offices • The firm operates with clear operating metrics and predictable throughput (capacity, cycle time, quality) • AI/automation is embedded into daily work in a controlled, compliant way — improving quality and freeing capacity • Client experience is measurably stronger (responsiveness, proactive insights, consistency) • A repeatable operating model is established and ready to export to other firms Compensation & Benefits The total rewards package a