Project Manager - Integrations Specialist

The role

The Project Manager - Integrations Specialist leads the planning and execution of tuck-in integrations. This role coordinates cross-functional workstreams to transition firms, teams, clients, data, and technology into the operating environment.

What you will do

• Lead tuck-in integration projects from pre-close planning through formal closeout.
• Develop and maintain integration plans, schedules, milestones, and risk registers.
• Coordinate workstreams involving practice management, billing, client records, and operational systems.
• Facilitate recurring integration meetings and drive follow-through on action items.
• Escalate risks, resource constraints, and data-quality concerns to firm leadership.
• Inventory incoming organization applications, data sources, and system dependencies.
• Partner with subject-matter experts to document processes and migration requirements.
• Coordinate data profiling, cleansing, field mapping, and validation.
• Develop integration test plans and coordinate testing with IT and vendors.
• Manage cutover sequencing for data, users, and software access.

Required qualifications

• 2-3 years of project management, systems implementation, business analysis, data conversion, IT operations, or integration experience.
• Demonstrated ability to understand how data moves between systems and coordinate mapping and migration.
• Ability to plan and drive multiple cross-functional projects and manage dependencies.
• Ability to gather requirements, document workflows, and translate between business and technical users.
• Strong critical thinking and root-cause analysis skills.
• Clear, professional written and verbal communication.
• Exceptional attention to detail and disciplined management of timelines and documentation.
• Ability to handle sensitive client, employee, financial, and transaction data.
• Advanced proficiency with Microsoft Excel, including lookups and pivot tables.
• Working knowledge of Microsoft 365, Teams, SharePoint, and project or work-management tools.
• Bachelor's degree in Information Systems, Information Technology, Data Analytics, Business Analytics, Computer Science, Business Administration, Accounting, or a related field or equivalent relevant e

Nice to have

• Experience supporting mergers, acquisitions, professional services firms, accounting firms, or multi-office organizations.
• Familiarity with data visualization or transformation tools such as Power BI and Power Query.
• Experience with SQL, databases, APIs, ETL concepts, identity and access management, or system administration.
• Experience with professional-services or accounting-firm platforms.
• PMP, CAPM, Certified Business Analysis Professional (CBAP), Microsoft Power BI Data Analyst, or other relevant project, systems, or data credentials.

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

Before you apply

• Must live in Honolulu or actively in process of relocating.

About the company

Current partners with leading accounting firms across the United States through a shared platform. The company invests in professional development and shapes the future of accounting.