M&A Integrations Manager

About the role

The M&A Integrations Manager is the second member of Orion's Integrations team, reporting directly to the Vice President of Integrations. This role is critical as Orion's acquisition pipeline accelerates, adding capacity and rigor to the integration program.

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.
• 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.
• Timeline Coordination and Administration:
• 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.
• Status Reporting and Communication:
• 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.
• Program Support and Continuous Improvement:
• 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.

Qualifications

• 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; experience with monday.com or a comparable platform is a plus.
• Excellent written and verbal communication and stakeholder management skills.
• Willingness to travel to operating companies as part of the integration process.

Experience and Qualifications

• Experience and qualifications as outlined above.