Data Migration Analyst

Streets LLP; Exeter; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

21 days annual leave

Workplace pension

Employee benefits scheme

Full training opportunities

Hybrid working after probation

Free parking on site

Job summary

Streets LLP, a modern accountancy practice with offices across the UK, seeks a Data Migration Analyst to help move client and practice data to cloud-based practice management software across about 31 offices. You will gather data, prepare migration files, and coordinate cleansing and reconciliation with local teams.

The role combines hands-on analysis with regular communication, requires strong Excel skills and experience with data tools, and involves travel to UK offices.

Qualifications

• Relevant degree or practical project experience; accounting degree not essential.
• Strong Excel skills: filtering, matching, duplicates, reconciliation.
• Familiarity with accounting-practice processes and how data relates (client, accounts, payroll).
• Ability to learn unfamiliar software and work across different technical environments.
• Logical, methodical approach to investigating data problems.
• Excellent attention to detail and disciplined file and version management.
• Clear communication across teams with varying technical knowledge.
• Able to travel to offices across the UK.
• Confidential information handling responsibility.
• Organised datasets and deadlines with rule-based work.

Responsibilities

• Identify data locations and establish extraction methods with offices and IT.
• Export data for local offices, including visits to offices with on-site servers.
• Prepare datasets using Excel, Power Query and data tools.
• Apply mapping rules from software house and document questions.
• Review anomaly reports and assist with corrections.
• Identify missing/duplicate records and coordinate resolution.
• Prepare reconciliation summaries and obtain partner approval.
• Chase outstanding information and track progress and deadlines.
• Maintain versions of source files, datasets, and migration logs.
• Support manual migration during first two weeks after go-live.
• Handle large confidential client/staff data securely.

Skills

Excel

Data analysis

Attention to detail

Communication

Travel flexibility

Problem solving

Education

Relevant degree or practical project experience

Tools

IRIS Data Miner

Power Query

Job description

Streets is a modern, forward-thinking accountancy practice with over 33 offices across the UK and growing. We combine the expertise of a national firm with the collaborative, people-first culture of a close-knit practice. Our team supports an impressive variety of clients, from entrepreneurial start-ups to established companies, charities, and family businesses.

Role purpose

Support the migration of client and practice data from existing software systems into new, cloud based practice management software across approximately 31 offices. Working with local office teams, 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.

Main 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 relevent degree, placement, employment or practical project experience. An accounting or finance degree is not essential.
• Strong practical Excel skills, including filtering, matching records, identifying duplicates, checking completeness and reconciling totals.
• 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.

What we offer

• The opportunity to be part of a collaborative and growing team.
• 21 days' annual leave plus bank holidays.
• Workplace pension
• Employee benefits scheme offering discounts from hundreds of retailers.
• Full supported training opportunities
• Hybrid working after probation
• Free parking on site