PartnerOne

Business Systems Transition Specialist

PartnerOne

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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, Celigo, 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.

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.
Benefits
  • This is a full-time, remote position offering a competitive salary and benefits package.
  • You will work directly with the CFO and global finance team,
  • playing a key role in integrating, standardizing, and modernizing Partner One’s financial systems across its expanding portfolio of software companies.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Sage Intacctdata connectorsBoomiCeligoExcelfinancial reportingaccounting principlesprocess optimizationautomationcross-platform integration
Soft skills
problem-solvinganalytical skillscommunication skillscollaborationuser trainingadaptabilityattention to detailorganizational skillsleadershipworkflow improvement
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