M&A Integration Manager

Role 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 Leadership:
  • Lead end-to-end post-merger integration activities across multiple concurrent 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.
• 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:
  • 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.
• Cross-Functional Coordination:
  • Partner with functional leaders to coordinate integration and ongoing process improvement across:
    • Human Resources
    • Information Technology
    • Finance & Accounting
    • Operations
    • Marketing & Business Development
    • Risk Management
    • Practice Management
    • Facilities
    • Learning & Development

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.
• Experience with CRM, ERP, HRIS, or practice management platforms a plus.

Requirements

• The national pay rate range is $98,230 to $186,220.

Benefits

• Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.