Business Systems Transition Specialist

Partner One Capital

83d

About The Position

We are seeking a Business Systems Transition Specialist to support the integration, optimization, and automation of financial and operational systems across multiple software companies within the Partner One group. Reporting directly to the CFO, this role plays a critical part in aligning newly acquired entities with Partner One’s financial infrastructure and standardized reporting framework. The ideal candidate has significant hands-on experience working across multiple companies in complex accounting environments, with a strong systems focus and deep expertise in Sage Intacct, Ramp, HubSpot, and Zoho. Experience using connectors such as Boomi or Celego to integrate and synchronize data across platforms is essential. This role requires a detail-oriented and analytical professional capable of navigating multi-entity structures while ensuring system consistency and data integrity.

Requirements

• Bachelor’s degree in Information Systems, Accounting, Finance, or a related field.
• 5+ years of experience in business systems implementation or financial integrations, ideally across multiple companies or complex organizational structures.
• Proven expertise with Sage Intacct (required) and familiarity with Ramp, HubSpot, and Zoho.
• Strong technical understanding of data connectors and middleware tools such as Boomi or Celigo.
• Strong understanding of accounting principles and best practices, with the ability to apply them to build and maintain an effective, scalable, and compliant business systems environment.
• Solid understanding of accounting and finance workflows, including multi-entity consolidations, intercompany transactions, and revenue reporting.
• Demonstrated ability to work in system-focused roles requiring process optimization, automation, and cross-platform integration.
• Advanced Excel skills and proficiency in data management and reporting.
• Excellent problem-solving, analytical, and communication skills.
• Ability to thrive in a fast-paced, remote, and dynamic environment supporting multiple software businesses.

Responsibilities

• Lead integrations and migrations between legacy systems and Partner One’s core financial and operational platforms, including Sage Intacct, Ramp, HubSpot, and Zoho.
• Configure, optimize, and maintain Sage Intacct modules for accounting, financial reporting, and consolidation across multiple entities.
• Implement and manage data connectors (Boomi, Celego, or similar) to automate workflows and ensure seamless data synchronization between systems.
• Ensure the accuracy, integrity, and completeness of financial and operational data across all entities.
• Partner with finance, accounting, operations, and IT teams to define business requirements and translate them into scalable system solutions.
• Design and implement automated workflows to improve efficiency, reduce manual processes, and enhance reporting quality.
• Create and maintain system documentation, data flow maps, and integration records.
• Support the onboarding of new business units, ensuring smooth system transitions and alignment with Partner One’s reporting standards.
• Troubleshoot integration, configuration, or data issues, collaborating with internal teams and external vendors to resolve them promptly.
• Conduct user testing, provide end-user training, and support adoption of new systems and workflows.

Benefits

• Competitive salary
• Benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees