M&A Integrations Manager

Project and program management discipline — you can run multiple integrations at once, build and maintain detailed project plans, sequence dependencies, and drive workstreams to on-time completion without losing the thread on any one of them.

Exceptional change management — you understand that integration is fundamentally about people navigating change. You communicate with empathy and clarity, anticipate resistance, and help teams feel supported rather than managed through transition.

Exceptional communication — your written and verbal communication is clear, concise, and audience-appropriate, from a field technician introduction session to an executive status update. You can frame an integration support role as collaborative rather than prescriptive.

Ownership mentality — when something is not right, it becomes your problem to solve, even if you did not create it. You take full accountability for the integrations you lead.

Proactive and forward-looking — you anticipate what each integration needs days and weeks ahead, surface risks before they become problems, and act without waiting to be asked.

Resourceful and self-directed — when you encounter an unfamiliar tool, system, or situation, you figure it out. No two integrations are identical and you adapt rather than stall.

Comfort with ambiguity and a fast pace — Orion moves quickly and so must this role. You prioritize well, context-switch between integrations, and stay organized under a high volume of concurrent demands.

Low ego, high collaboration — you partner effectively across Finance, Operations, Systems, Talent, and operating company leadership, building consensus without direct authority.

Continuous improvement mindset — you do not accept the status quo. You are always learning, question how things are done today, and look for better ways to run processes and strengthen the playbook over time.

Financial fluency — you are comfortable with financial reporting, month-end close concepts and processes. While you lead a cross-functional integration, the highest integration risk area is in the finance function.

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.

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.

This position reports directly to the Vice President of Integrations.

This is a full-time role based in Denver, Colorado or New York, New York. Remote candidates will be considered for the right fit. Travel of 50%+ to operating companies is expected as part of the integration process.

The salary for this role will be determined based on experience, qualifications, and alignment with organizational needs.

Take responsibility for your results and empower others to own theirs.

Strive to do work you can be proud of today and in 100 years. Lead with humility, curiosity, and transparency.

Have a growth mindset, embrace continuous improvement, and keep reinventing yourself.

Serve the team, learn from each other, and collectively raise the bar.