Integration Manager

Advisor Group•Scottsdale, AZ

22h•Hybrid

About The Position

The Integration Manager oversees and executes financial, operational, and system integrations resulting from mergers, acquisitions, and strategic initiatives. This role serves as the primary project lead for integrating processes, data, technology, and reporting across acquired entities or newly implemented platforms. The Integration Manager ensures a seamless transition, stakeholder alignment, and minimal disruption to day‑to‑day operations.

Requirements

Bachelor’s Degree from accredited university in Accounting, Finance, Business, or related field, High School Diploma or equivalent (GED) is required.
5+ years in finance, accounting, project management, or integration-related roles.
Experience leading cross-functional projects or business integrations.
Strong understanding of financial systems and process flows.
Excellent communication, stakeholder management, and organizational skills.

Nice To Haves

Experience with M&A integration, finance transformation, or ERP implementations.
PMP, CPA, or similar certifications.
Experience in financial services or multi-entity organizations.

Responsibilities

Lead cross-functional integration planning and execution across finance, accounting, operations, HR, IT, and business units.
Manage integration timelines, deliverables, risks, and communications.
Assess current-state processes and design efficient future-state workflows aligned with company standards.
Coordinate financial system migrations, data mapping, chart-of-accounts alignment, and ERP integrations.
Partner with Accounting and Finance leadership on policies, controls, and reporting harmonization.
Provide project updates, dashboards, and executive-level reporting.
Identify gaps, develop mitigation strategies, and ensure readiness for cutover activities.
Support cultural and operational onboarding for acquired teams.
Oversee post-integration stabilization and continuous improvement initiatives.
Ensure compliance with internal controls, audit requirements, and regulatory standards.
All other duties as assigned