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Client Data Governance and Integrity Lead

360 Recruitment

England

Hybrid

GBP 50,000 - 70,000

Full time

24 days ago

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Job summary

A recruitment agency is seeking a Client Data Governance & Integrity Lead in Northamptonshire. This hybrid role will allow for remote work after 6 months. The successful candidate will ensure client data accuracy and consistency across various tools, requiring experience in a similar role at an accounting firm. Proficiency in SQL, Excel, and data manipulation tools like Power Query and Python is vital. The agency encourages contact even without a CV for discussions on this opportunity.

Qualifications

  • Experience in a similar data governance/integrity role within a firm of Accountants.
  • Proficiency with SQL, Excel, and data manipulation tools.

Responsibilities

  • Own and maintain the Client Master Record as the single source of truth.
  • Govern client onboarding and job setup, ensuring records are complete.
  • Maintain consistent client hierarchies and basic structure.
  • Prevent and resolve duplicate client records across systems.
  • Run regular data integrity checks and implement controls.
  • Ensure clean data supporting time recording and billing accuracy.
  • Map and standardise legacy data to firm structures.
  • Govern data migration and system alignment across platforms.

Skills

SQL
Excel
Data manipulation tools
Power Query
Python
R
ETL tools
Job description
Overview

We have been asked to recruit a Client Data Governance & Integrity Lead for a company based in Northamptonshire.

This will start off as a hybrid role and after 6 months, you'll be able to work remotely.

This is a newly created position to support the business with ongoing projects and acquisitions.

As the Client Data Governance & Integrity Lead, you'll be responsible for maintaining the accuracy, completeness, and consistency of client master data across the firm's (practice management, accounts/production tools, bookkeeping platforms, billing/WIP, Excel reporting, document management, and compliance systems).

What they need is someone who has experience of doing a similar role in a firm of Accountants.

You will also need to have proficiency with SQL, Excel, and data manipulation tools (e.g., Power Query, Python, R, ETL tools).

Below is a small overview of what you'll be doing

Responsibilities
  • Own and maintain the Client Master Record as the single source of truth, ensuring accurate legal, tax, and contact data and consistent naming across systems.
  • Govern client onboarding and job setup, ensuring records are complete, validated, and approved before work begins.
  • Maintain consistent client hierarchies, engagement structures, service codes, ownership, workflows, and billing methods.
  • Prevent and resolve duplicate or inconsistent client and job records across systems.
  • Run regular data integrity checks and exception reporting; investigate root causes and implement preventative controls.
  • Ensure clean data supporting time recording, WIP valuation, billing accuracy, and recovery reporting.
  • Map and standardise legacy data to firm structures, including client, job/service codes, ownership, and naming conventions.
  • Govern data migration and system alignment across practice management, billing/WIP, document management, and bookkeeping platforms.
Requirements
  • Experience in a similar data governance/Integrity role within a firm of Accountants.
  • Proficiency with SQL, Excel, and data manipulation tools (e.g., Power Query, Python, R, ETL tools).
How to apply

For more information, please apply or contact Hannah at 360 Recruitment. Even if you don't have a CV, just get in touch and we can have a conversation.

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