M&A Integration Lead — Strategic, Cross-Functional Change

Baker Tilly Advisory Group, LP; Chicago (IL); 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 the post-merger integration of acquired CPA and professional services firms. You will coordinate with Corporate Development, Finance, HR, IT, and operations to execute the integration plan from LOI to stabilization and beyond.

The ideal candidate thrives in a fast-paced, acquisition-driven environment, can influence stakeholders without direct authority, and brings exceptional project management and communication

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.
• Experience within a CPA firm, consulting firm, or professional services organization.
• 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 acquisitions.
• Develop and manage 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.
• 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 identifying risks and removing roadblocks.
• 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.
• Continuously improve integration methodologies, templates, and playbooks.
• Capture lessons learned and develop KPIs.
• Partner with functional leaders to coordinate integration across HR, IT, Finance, Operations, Marketing, Risk, Practice Management.

Skills

Project management

Leadership

Change management

Stakeholder communication

Cross-functional coordination

Analytical thinking

Education

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

Tools

Smartsheet

Monday.com

Asana

Jira

Microsoft Project

Job description

Baker Tilly Advisory Group, LP is seeking an M&A Integration Manager to lead the post-merger integration of acquired CPA and professional services firms. You will coordinate with Corporate Development, Finance, HR, IT, and operations to execute the integration plan from LOI to stabilization and beyond.

The ideal candidate thrives in a fast-paced, acquisition-driven environment, can influence stakeholders without direct authority, and brings exceptional project management and communication