M&A Integration Manager: Cross-Functional Integration Lead

Baker Tilly Advisory Group, LP; New York (NY); 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 post-merger integration across multiple acquisitions, coordinating with Corporate Development, Finance, HR, IT, and operations to ensure smooth transitions and standardized practices.

The role requires 5+ years of cross-functional project leadership, experience in CPA or professional services, and proficiency with integration playbooks and change management. A PMP or similar certification is a plus.

Qualifications

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

Responsibilities

• Lead end-to-end post-merger integration activities across multiple 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.
• 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.
• Continuously 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.
• Partner with functional leaders to coordinate integration and ongoing process improvement across:Human ResourcesInformation TechnologyFinance & AccountingOperationsMarketing & Business DevelopmentRisk ManagementPractice ManagementFacilitiesLearning & Development

Skills

Organizational skills

Project management

Communication skills

Influence without authority

Analytical thinking

Education

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

Tools

Excel

PowerPoint

Teams

Project

Smartsheet

Monday.com

Asana

Jira

Microsoft Project

Job description

Baker Tilly Advisory Group, LP is seeking an M&A Integration Manager to lead post-merger integration across multiple acquisitions, coordinating with Corporate Development, Finance, HR, IT, and operations to ensure smooth transitions and standardized practices.

The role requires 5+ years of cross-functional project leadership, experience in CPA or professional services, and proficiency with integration playbooks and change management. A PMP or similar certification is a plus.