Data Migration Analyst (Accountancy / Professional Services)
  • England,South West,Devon,Exeter
  • Full Time, Contract
  • £30,000 - £40,000 per annum, inc benefits
Job Description:
Full job descriptionThis rapidly expanding, Top 50 Accountancy Practice are seeking a Data Migration Analyst on a 12 month fixed term contract to support the migration of client and practice data from existing software systems into new, cloud-based practice management software. Working with local teams across c35 offices, IT and the software house, you will obtain data, prepare migration files, investigate data-quality issues and coordinate corrections and reconciliation
Client Details
Rapidly expanding Top 50 Accountancy Practice
Description
This rapidly expanding, Top 50 Accountancy Practice are seeking a Data Migration Analyst on a 12 month fixed term contract to support the migration of client and practice data from existing software systems into new, cloud-based practice management software. Working with local teams across c35 offices, IT and the software house, you will obtain data, prepare migration files, investigate data-quality issues and coordinate corrections and reconciliation. The role combines hands-on analysis with regular communication and follow-up across offices with different systems and working practices.
Key responsibilities:
*Work with office staff, IT and the software house to identify where data is held and establish suitable extraction methods.
*Arrange and undertake exports on behalf of local offices, including visits to offices with on-site servers.
*Prepare and cleanse datasets using Excel, Power Query and relevant software reporting or extraction tools, such as IRIS Data Miner.
*Apply mapping rules supplied by the software house and document questions or exceptions requiring clarification.
*Review the software house’s individual office anomaly reports, investigate issues and help local teams understand the corrections required.
*Identify missing, duplicated, inconsistent or unmatched records and coordinate their resolution.
*Prepare reconciliation summaries and obtain local managing-partner approval of cleansing and reconciliation.
*Chase outstanding information and maintain clear records of progress, actions, dependencies and deadlines.
*Maintain controlled versions of source files, prepared datasets, exception reports and migration change logs.
*Support changes and agreed manual migration activity during the first two weeks after office go-live.
*Handle large date sets of confidential client and staff data securely, following agreed access and transfer procedures.
Essential skills and attributes:
*A relevant degree, placement, employment or practical project experience. An accounting or finance degree is not essential.
*Strong practical Excel skills (macros / VBA), including filtering, matching records, identifying duplicates, checking completeness and reconciling totals.
*Ability to work with and migrate CSV / Flat Files
*Familiarity with accounting-practice processes and an ability to understand how client, accounts, tax, payroll and workflow information relates.
*Confidence learning unfamiliar software and working across different technical environments.
*A logical, methodical approach to investigating data problems.
*Excellent attention to detail and disciplined file and version management.
*Clear communication, including explaining issues to colleagues with different levels of technical knowledge.
*Confidence following up missing information and working constructively with office staff, partners, IT and software-provider teams.
*Ability to organise several datasets and deadlines, follow agreed rules and recognise when expert guidance is required.
*Willingness and ability to travel to offices across the UK.
Desirable experience:
*Power Query or comparable data preparation tools.
*Bookkeeping, accounting-practice or financial-data exposure.
*Data cleansing, reconciliation or system migration projects.
*Experience with IRIS, CCH, Karbon, Digita, TaxCalc, AlphaTax, Sage or similar systems.
*Use of software reporting, export or data-mining tools.
Profile
Essential skills and attributes:
*A relevant degree, placement, employment or practical project experience.
*Strong practical Excel skills (macros / VBA), including filtering, matching records, identifying duplicates, checking completeness and reconciling totals.
*Ability to work with and migrate CSV / Flat Files
*Familiarity with accounting-practice processes and an ability to understand how client, accounts, tax, payroll and workflow information relates.
*Confidence learning unfamiliar software and working across different technical environments.
*A logical, methodical approach to investigating data problems.
*Excellent attention to detail and disciplined file and version management.
*Clear communication, including explaining issues to colleagues with different levels of technical knowledge.
*Confidence following up missing information and working constructively with office staff, partners, IT and software-provider teams.
*Ability to organise several datasets and deadlines, follow agreed rules and recognise when expert guidance is required.
*Willingness and ability to travel to offices across the UK.
*A responsible approach to confidential information.
Desirable experience:
*Power Query or comparable data preparation tools.
*Bookkeeping, accounting-practice or financial-data exposure.
*Data cleansing, reconciliation or system migration projects.
*Experience with IRIS, CCH, Karbon, Digita, TaxCalc, AlphaTax, Sage or similar systems.
*Use of software reporting, export or data-mining tools.
Job Offer
Opportunity to work for a large Accountancy Practice
Opportunity to work on a major data migration programme
Job number 4240090
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