M&A Integrations Manager

Summary

Orion Group is a growing network of commercial services businesses seeking an M&A Integrations Manager to enhance their integration program. This role involves managing cross-functional integration projects, ensuring timely execution of strategic initiatives, and supporting teams through transitions during acquisitions.

Responsibilities

• Lead cross-functional integration projects end to end as the project manager, coordinating Finance, Operations, Systems, Talent, and operating company stakeholders through the integration playbook
• Build, maintain, and drive detailed integration project plans in monday.com, keeping tasks, owners, and timelines accurate and current
• Run regular working-session cadences for each assigned integration to keep workstreams on track and proactively resolve issues
• Manage multiple integrations concurrently, adapting the playbook to each operating company's specific needs
• Manage execution of strategic initiatives and projects within 90 days of the acquisition, including systems implementations and process changes
• Oversee the deployment of new processes at newly acquired operating companies
• Drive implementation of Orion systems and processes within 90 days of each acquisition
• Manage project budgets across assigned integrations
• Work with and manage external partners and vendors to coordinate delivery of their services
• Own coordination of the overall integration timeline across assigned deals, sequencing milestones and dependencies and flagging risks early
• Handle the administrative engine behind each integration: scheduling, document management, meeting preparation, follow-ups, and action-item tracking
• Support pipeline readiness by helping prepare for upcoming acquisitions ahead of close
• Report integration status to the VP of Integrations weekly, with clear, concise summaries of progress, risks, and decisions needed
• Contribute to the weekly Orion integrations update deck and other executive-facing status materials
• Communicate with operating company leaders and teams in a way that is collaborative, empathetic, and supportive throughout the transition
• Host F90 (First 90 Days) reviews for newly acquired entities
• Support the VP of Integrations across the broader portfolio, including training operating company leaders, hosting LAUNCH assessment workshops, and financial systems transitions (e.g., Sage Intacct, FloQast)
• Contribute to continuous improvement of the integration playbook, tools, and reporting, helping the program scale as acquisition volume grows

Skills

• 3+ years of experience in project/program management, management consulting, transaction services, audit, or a related analytical role, ideally including Big 4, MBB, or comparable professional services experience
• Demonstrated ability to manage multiple concurrent projects or workstreams to deadline
• Finance or accounting foundation. Comfortable reading financial statements and engaging with finance leaders on close processes, reporting, and systems topics
• Strong proficiency across Microsoft Office (Excel, PowerPoint, Teams, SharePoint), AI Platforms (Claude or ChatGPT), and project management tooling
• Excellent written and verbal communication and stakeholder management skills
• Willingness to travel to operating companies as part of the integration process
• Experience with monday.com or a comparable platform is a plus

Qualifications

Must Haves

• 3+ years of experience in project/program management, management consulting, transaction services, audit, or a related analytical role, ideally including Big 4, MBB, or comparable professional services experience
• Demonstrated ability to manage multiple concurrent projects or workstreams to deadline
• Finance or accounting foundation. Comfortable reading financial statements and engaging with finance leaders on close processes, reporting, and systems topics
• Strong proficiency across Microsoft Office (Excel, PowerPoint, Teams, SharePoint), AI Platforms (Claude or ChatGPT), and project management tooling
• Excellent written and verbal communication and stakeholder management skills
• Willingness to travel to operating companies as part of the integration process

Nice to Haves

• Experience with monday.com or a comparable platform is a plus