M&A Integration Manager
Core
Planning, coordinating, and executing the successful integration of acquired CPA and professional services firms from Letter of Intent through post-close stabilization.
Role type
M&A Integration Manager
Builds
Integrated people, processes, technology, and culture for acquired firms
Domain
Professional services / Accounting / Mergers & Acquisitions
Deliverable
client delivery
Required skills
End-to-end post-merger integration, complex cross-functional project management, stakeholder influence without direct authority, integration playbooks execution, executive reporting, change management, onboarding, process improvement, KPI development
Preferred skills
PMP, CAPM, Prosci Change Management, Lean Six Sigma, CRM/ERP/HRIS/platform familiarity
Technologies
Microsoft Office (Excel, PowerPoint, Teams, Project), Smartsheet, Monday.com, Asana, Jira
Responsibilities
Lead end-to-end post-merger integration activities across multiple concurrent acquisitions; Facilitate recurring integration meetings and executive steering committees; Monitor project health, timelines, risks, and dependencies; Support acquired firm leaders throughout the integration journey; Serve as the primary integration contact for acquired firms; Continuously improve integration methodologies, templates, and playbooks
Seniority
Mid-Senior, hands-on IC