Project Manager - Integrations Specialist

Job Description

Job Description

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

Position: Project Manager - Integrations Specialist

Location: Downtown, Honolulu. *Must live in Honolulu or actively in process of relocating.

Work Arrangement: Hybrid; in-office work is generally required three to four days per week

Normal Business Hours: 8:00 AM - 5:00 PM

Remote: No

Salary Range: $70,000 - $80,000, depending on experience, skill set, certifications, education, and business conditions

Our CPA network firm located in beautiful Honolulu, HI does more than provide accounting, tax, and advisory services. We build trusted, lasting partnerships through thoughtful, forward-looking advice. We believe work should be meaningful and enjoyable, with a culture grounded in optimism, balance, and collaboration.

Job Overview

The Project Manager - Integrations Specialist will lead the planning and execution of tuck-in integrations as firms, teams, clients, data, and technology are transitioned into Accuity's operating environment. This role sits at the intersection of project management, information systems, data analytics, and business operations. The successful candidate will coordinate cross-functional workstreams, translate business needs into actionable integration plans, and help move data and users from acquired or legacy systems into Accuity's practice management platform and other firm software.

The position is designed for a technology-oriented project manager or analyst who is comfortable working with IT teams, software vendors, business leaders, and data owners. The role requires strong systems thinking, data fluency, disciplined project execution, and the ability to identify and resolve issues during discovery, mapping, migration, testing, cutover, and post-integration stabilization.

Specific Responsibilities

Tuck-In Integration Project Leadership

• Lead tuck-in integration projects from pre-close planning and discovery through cutover, stabilization, and formal closeout.

• Develop and maintain detailed integration plans, workback schedules, milestones, dependencies, decision logs, risk registers, and task assignments across multiple concurrent projects.

• Coordinate workstreams involving practice management, time and billing, client records, document management, tax and audit applications, collaboration tools, identity and access, finance, HR, and other operational systems.

• Facilitate recurring integration meetings, document decisions and action items, assign owners, and drive follow-through to completion.

• Escalate risks, resource constraints, data-quality concerns, and unresolved decisions to firm leadership with clear options and recommended next steps.

Systems Discovery, Data Mapping & Migration Coordination

• Inventory the incoming organization's applications, data sources, user groups, workflows, integrations, licenses, and key system dependencies.

• Partner with business and technical subject-matter experts to document current-state and future-state processes and determine what data must be migrated, archived, retained, or retired.

• Coordinate data profiling, cleansing, field mapping, transformation rules, validation, reconciliation, and exception resolution for client, engagement, employee, billing, contact, and other operational data.

• Maintain source-to-target mapping documents and data-conversion trackers that clearly define ownership, requirements, status, and open issues.

• Support secure data transfer and migration activities while protecting confidential client, employee, and firm information.

• Coordinate trial conversions and confirm that migrated record counts, control totals, required fields, relationships, permissions, and key reports are complete and accurate.

Testing, Cutover & Stabilization

• Develop integration test plans, user acceptance testing scripts, readiness checklists, cutover plans, rollback contingencies, and go-live support schedules.

• Coordinate testing with IT, vendors, application owners, and end users; track defects and ensure critical issues are resolved before go-live.

• Manage cutover sequencing for data, users, permissions, software access, reporting, and business processes to minimize service disruption.

• Monitor post-go-live issues, prioritize remediation, communicate status, and transition stable processes to operational owners with appropriate documentation.

• Conduct post-integration reviews and capture lessons learned, reusable templates, and process improvements for future tuck-ins.

Cross-Functional Coordination & Change Management

• Serve as the central liaison among firm leadership, IT, operations, finance, HR, service-line leaders, external vendors, and incoming teams.

• Translate technical dependencies and data issues into clear business language, and convert business requirements into actionable work for technical teams.

• Provide regular reporting on project health, milestones, risks, decisions, data readiness, testing results, and stabilization progress.

• Build trusted relationships with incoming teams and provide organized, responsive support throughout the transition.

Integration Governance & Continuous Improvement

• Create and maintain repeatable integration playbooks, templates, checklists, system inventories, data dictionaries, and project documentation.

• Establish practical controls for data access, approvals, validation, issue tracking, and handoffs throughout the integration lifecycle.

• Identify opportunities to streamline workflows, improve data quality, reduce manual work, consolidate applications, and strengthen reporting.

• Support leadership in prioritizing integration initiatives and sequencing work based on business impact, risk, capacity, and readiness.

Secondary Facilities & Office Coordination

• When a tuck-in includes an office transition, coordinate the facilities workstream with landlords, contractors, movers, furniture vendors, and internal stakeholders.

• Track office readiness items such as space planning, furniture, network connectivity, phones, printers, access control, and employee move logistics.

• Facilities responsibilities are supporting components of integration projects and are not the primary focus of this position.

Qualifications and Attributes

• Experience: 2-3 years of project management, systems implementation, business analysis, data conversion, IT operations, or integration experience. Experience supporting mergers, acquisitions, professional services firms, accounting firms, or multi-office organizations is strongly preferred.

• Systems and Data Fluency: Demonstrated ability to understand how data moves between systems, work with structured data, identify data-quality issues, and coordinate mapping, migration, validation, and reconciliation activities.

• Project Management: Proven ability to plan and drive multiple cross-functional projects, manage dependencies and risks, and move work from ambiguity to documented decisions and completed deliverables.

• Business Analysis: Ability to gather requirements, document workflows, identify gaps, and translate between business users and technical resources.

• Problem Solving: Strong critical thinking and root-cause analysis skills, with the judgment to distinguish urgent issues from lower-priority exceptions.

• Communication: Clear, professional written and verbal communication with executives, technical teams, vendors, and employees at varying levels of technical confidence.

• Organization and Follow-Through: Exceptional attention to detail and disciplined management of timelines, documentation, action items, testing evidence, and open issues.

• Adaptability and Confidentiality: Comfortable navigating changing priorities and incomplete information while handling sensitive client, employee, financial, and transaction data appropriately.

Technical Proficiency

• Advanced proficiency with Microsoft Excel, including lookups, pivot tables, data cleansing, reconciliation, and analysis of large data sets.

• Working knowledge of Microsoft 365, Teams, SharePoint, and project or work-management tools such as ClickUp, Microsoft Planner, Smartsheet, or similar platforms.

• Familiarity with data visualization or transformation tools such as Power BI and Power Query is strongly preferred.

• Experience with SQL, databases, APIs, ETL concepts, identity and access management, or system administration is a plus.

• Experience with professional-services or accounting-firm platforms, such as practice management, time and billing, tax, audit, workflow, document management, CRM, or client portal systems, is a plus.

Education Requirements

• Bachelor's degree in Information Systems, Information Technology, Data Analytics, Business Analytics, Computer Science, Business Administration, Accounting, or a related field. Equivalent relevant experience will be considered.

Preferred Certifications

• No certification is required. PMP, CAPM, Certified Business Analysis Professional (CBAP), Microsoft Power BI Data Analyst, or other relevant project, systems, or data credentials are a plus.

#LI-LC1

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with 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

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
  

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Compensation Range: $70K - $80K