Senior Integration Lead — Data, Finance & Ops

ADP, Inc.; Independence Township (OH); On-site; USD 75,000 - 100,000; Full time

Job summary

MAI is seeking a Senior Integration Advisor in Independence, OH to lead end-to-end integration efforts, ensuring data accuracy and smooth transitions across functions. You will coordinate with Finance, IT, HR, Operations, and Marketing to manage valuation, CRM, and billing readiness.

The role demands strong ownership, cross-functional collaboration, and the ability to drive complex projects under tight deadlines.

Qualifications

• Bachelor's degree required.
• 5-7+ years of experience in financial services, RIA, or investment management, and in M&A, post-merger integration, or enterprise transformation.
• Hands-on experience with valuation data support, CRM and billing system integrations, and Excel-based data modeling and reconciliation.
• Track record of managing complex, cross-functional work under tight deadlines.

Responsibilities

• Get involved before close to understand the acquired firm's operations, data, systems, and risks
• Lead operational and client due diligence activities
• Build integration plans, timelines, and trackers tailored to each deal
• Flag data dependencies and system impacts early, and confirm valuation inputs are complete and accurate before execution

Skills

Advanced Excel

Data management

Cross-functional collaboration

Project coordination

Education

Bachelor's degree

Tools

CRM systems

Billing systems

Excel-based data modeling

Job description

MAI is seeking a Senior Integration Advisor in Independence, OH to lead end-to-end integration efforts, ensuring data accuracy and smooth transitions across functions. You will coordinate with Finance, IT, HR, Operations, and Marketing to manage valuation, CRM, and billing readiness.

The role demands strong ownership, cross-functional collaboration, and the ability to drive complex projects under tight deadlines.