M&A Integration Manager

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 98,230 - 186,220; Full time

Job summary

Baker Tilly Advisory Group, LP is hiring an M&A Integration Manager in New York to lead post-merger integration across multiple acquisitions. You will drive governance, planning, and execution, coordinating with HR, IT, Finance, and Operations to embed the Integration Playbook and minimize client disruption.

The ideal candidate has 5+ years of cross-functional project leadership, superior communication, and experience in professional services or CPA firms.

Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, or related field.
• 5+ years leading complex cross-functional projects.
• Experience in CPA, consulting, or professional services.
• PMP, CAPM, Prosci, Lean Six Sigma or similar is a plus.
• Strong verbal and written communication skills.

Responsibilities

• Lead end-to-end post-merger integration activities across multiple acquisitions.
• Develop and manage detailed integration workplans, milestones, and timelines.
• Coordinate pre-close planning through operational stabilization.
• Support due diligence transition to post-close execution.
• Facilitate recurring integration meetings and executive steering committees.

Skills

Cross-functional leadership

Project management

Stakeholder influence

Communication skills

Education

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

Tools

Smartsheet

Monday.com

Asana

Jira

Microsoft Project

Job description

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.Job Description:The M&A Integration Manager is responsible for planning, coordinating, and executing the successful integration of acquired CPA and professional services firms. This role serves as the central project leader from Letter of Intent (LOI) through post-close integration, ensuring acquired firms are successfully transitioned into the organization's people, processes, technology, and culture.Working closely with Corporate Development, Executive Leadership, Finance, HR, IT, Operations, Marketing, Practice Leadership, and external partners, the M&A Integration Manager drives integration planning, governance, execution, and continuous improvement while minimizing disruption to clients and team members.The ideal candidate is an exceptional project manager who thrives in a fast-paced, acquisition-driven environment and can influence stakeholders across multiple functions without direct authority.Responsibilities:Integration LeadershipLead 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. Duties include:Project ManagementFacilitate 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.Change ManagementSupport 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.Stakeholder CommunicationServe as the primary integration contact for acquired firms.Build trusted relationships with partners and firm leadership.Prepare executive presentations, status updates, and reporting.Communicate project progress, risks, and accomplishments to leadership.Continuous ImprovementProcess ImprovementContinuously improve integration methodologies, templates, and playbooks.Capture lessons learned after each acquisition.Identify opportunities to improve efficiency, scalability, and consistency.Support development of integration KPIs and performance metrics.Cross-Functional CoordinationPartner with functional leaders to coordinate integration and ongoing process improvement across:Human ResourcesInformation TechnologyFinance & AccountingOperationsMarketing & Business DevelopmentRisk ManagementPractice ManagementFacilitiesLearning & DevelopmentQualifications:Bachelor's degree in Business Administration, Accounting, Finance, Management, or related field required5+ 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 plusThe pay rate range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.The national pay rate range is $98,230 to $186,220#LI-AC1