M&A Integration Lead — Cross-Functional Change Agent

Baker Tilly Advisory Group, LP; Milwaukee (WI); On-site; USD 98,000 - 186,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced M&A Integration Manager to lead post‑merger integrations of CPA and professional services firms. You will drive planning from LOI through post‑close, coordinating people, processes, technology and culture to minimize client and team disruption.

The ideal candidate brings 5+ years leading cross‑functional projects within CPA or consulting environments, exceptional communication, and proven change management and project leadership skills.

Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, Management, or related field.
• 5+ years of experience leading complex cross-functional projects.
• Experience managing multiple projects simultaneously.
• Strong organizational and project management skills.
• Exceptional verbal and written communication skills.
• Ability to influence stakeholders without direct authority.
• Strong analytical and problem-solving capabilities.
• Advanced Microsoft Office skills, including Excel, PowerPoint, Teams, and Project or comparable project management software.
• Experience within a CPA firm, consulting firm, or professional services organization required.
• Experience supporting mergers and acquisitions or post-merger integration.
• PMP, CAPM, Prosci Change Management, Lean Six Sigma, or similar certification a plus.
• Familiarity with Smartsheet, Monday.com, Asana, Jira, or Microsoft Project required.
• Experience with CRM, ERP, HRIS, or practice management platforms a plus.

Responsibilities

• Integration Leadership—Lead end-to-end post-merger integration activities across multiple acquisitions, developing and managing detailed integration workplans, milestones, deliverables, dependencies, and timelines.
• Project Management—Facilitate recurring integration meetings and executive steering committees; monitor health, timelines, risks, and dependencies; manage multiple acquisitions; ensure accountability for deliverables.
• Change Management—Support acquired firm leaders throughout the integration journey and promote effective communication and onboarding.
• Stakeholder Communication—Serve as primary integration contact and prepare executive updates and reporting.
• Continuous Improvement—Improve integration methodologies, templates, and KPIs; capture lessons learned.
• Cross-Functional Coordination—Coordinate integration across Human Resources, IT, Finance, Operations, Marketing, Risk, and other functions.

Skills

Project management

Stakeholder communication

Change management

Analytical thinking

Influence without authority

MS Office & PM tools

Education

Bachelor's degree in Business Administration / Finance

Tools

Smartsheet

Monday.com

Asana

Jira

Microsoft Project

Job description

Baker Tilly Advisory Group, LP is seeking an experienced M&A Integration Manager to lead post‑merger integrations of CPA and professional services firms. You will drive planning from LOI through post‑close, coordinating people, processes, technology and culture to minimize client and team disruption.

The ideal candidate brings 5+ years leading cross‑functional projects within CPA or consulting environments, exceptional communication, and proven change management and project leadership skills.