M&A Integration Manager

bakertilly

United States

On-site

USD 140,000 - 190,000

Full time

3 days ago
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Job summary

Baker Tilly is seeking an Integration Leader to drive post-merger integration efforts across multiple acquisitions. The role focuses on leading detailed workplans, coordinating pre-close to stabilization activities, and ensuring consistent execution of the firm’s playbooks.

Responsibilities include managing governance boards, reporting to executives, and guiding change management while maintaining strong client and partner relationships.

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, 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.
  • Build trusted relationships with partners and firm leadership.
  • Prepare executive presentations, status updates, and reporting.
  • Communicate project progress, risks, and accomplishments to leadership.
  • Continuously improve integration methodologies, templates, and playbooks.
  • Capture lessons learned after each acquisition.
  • Identify opportunities to improve efficiency, scalability, and consistency.

Job description

Overview

Baker 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.

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.

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.

Job Description:
Responsibilities:
I ntegration Leadership

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. Duties include:

Project Management
  • 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.
Change Management
  • 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.
Stakeholder Communication
  • Serve 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 Improvement
Process Improvement
  • Continuously improve integration methodologies, templates, and playbooks.
  • Capture lessons learned after each acquisition.
  • Identify opportunities to improve efficiency, scalability, and consistency.
  • Support development of integrat
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