M&A Integration Lead: Post‑Close Orchestrator

Baker Tilly Advisory Group, LP

Springfield (IL)

On-site

USD 98,000 - 186,000

Full time

14 days+

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Job summary

Baker Tilly Advisory Group, LP in the United States is seeking an M&A Integration Manager to lead post-merger integration across multiple acquisitions, driving planning, governance and execution while minimizing disruption to clients and teams.

You will collaborate with Corporate Development, Finance, HR, IT, Operations and Practice Leadership, coordinating playbooks, dashboards and clear executive updates; 5+ years in cross-functional project leadership within CPA or professional services is

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

  • 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.
  • Cross-functional coordination across HR, IT, Finance, Operations, Marketing, and Risk Management

Skills

Post-merger integration
Project management
Cross-functional leadership
Communication skills
M&A experience
Microsoft Project
Smartsheet
Monday.com
Asana
Jira

Education

Bachelor's degree in Business Administration/Accounting/Finance/Management

Tools

Smartsheet
Monday.com
Asana
Jira
Microsoft Project

Job description

Baker Tilly Advisory Group, LP in the United States is seeking an M&A Integration Manager to lead post-merger integration across multiple acquisitions, driving planning, governance and execution while minimizing disruption to clients and teams.

You will collaborate with Corporate Development, Finance, HR, IT, Operations and Practice Leadership, coordinating playbooks, dashboards and clear executive updates; 5+ years in cross-functional project leadership within CPA or professional services is

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