M&A Integration Lead — Cross-Functional Post-Merger Expert

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 M&A Integration Manager to lead end-to-end post-merger integration across multiple acquisitions, coordinating with Corporate Development, Finance, HR, IT, and operations. The role focuses on delivering integration playbooks, timelines, and stakeholder alignment to minimize client disruption.

The ideal candidate has 5+ years in complex cross-functional projects within CPA or professional services, with strong PM, change management, and

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.
• Experience within a CPA firm, consulting firm, or professional services organization.
• PMP, CAPM, Prosci Change Management, Lean Six Sigma, or similar certification a plus.
• Familiarity with Smartsheet, Monday.com, Asana, Jira, or Microsoft Project.

Responsibilities

• Lead end-to-end post-merger integration activities across multiple concurrent acquisitions, developing and managing detailed integration workplans, milestones, deliverables, dependencies, and timelines.
• Coordinate integration activities from pre-close planning through operational stabilization.
• Support transition from due diligence to post-close execution, ensuring consistent execution of the firm's Integration Playbook.
• Facilitate recurring integration meetings and executive steering committees.
• Monitor project health, timelines, risks, and dependencies.
• Maintain project dashboards and executive reporting.
• Escalate critical issues with recommended solutions.
• Manage multiple acquisitions simultaneously.
• Ensure accountability for deliverables while proactively identifying risks and removing roadblocks.
• Support acquired firm leaders throughout the integration journey.
• Promote effective communication and organizational change.
• Assist with onboarding and orientation activities.
• Help preserve client relationships while integrating operational processes.
• Foster adoption of firm standards, systems, and best practices.
• Prepare executive presentations, status updates, and reporting.
• Communicate project progress, risks, and accomplishments to leadership.

Skills

Project management

Change management

Stakeholder influence

Cross-functional leadership

Communication

Analytics

MS Office

Education

Bachelor's degree in Business Administration, Accounting, Finance, Management, or related field

Tools

Excel

Jira

Smartsheet

Monday.com

Asana

Microsoft Project

Job description

Baker Tilly Advisory Group, LP is seeking an M&A Integration Manager to lead end-to-end post-merger integration across multiple acquisitions, coordinating with Corporate Development, Finance, HR, IT, and operations. The role focuses on delivering integration playbooks, timelines, and stakeholder alignment to minimize client disruption.

The ideal candidate has 5+ years in complex cross-functional projects within CPA or professional services, with strong PM, change management, and