Data Migration Analyst

Page Personnel; Exeter; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Travel opportunities across UK

Job summary

Page Personnel is seeking a Data Migration Analyst on a 12‑month FTC to support migrating client and practice data into new cloud-based practice management software.

You will work with offices across the UK to extract, cleanse and reconcile data, applying mapping rules and ensuring data quality. The role requires meticulous attention to detail and strong Excel skills, including macros and Power Query.

Qualifications

• A relevant degree, placement, employment or practical project experience.
• Strong Excel skills (macros / VBA), data filtering, matching and reconciliation.
• Experience migrating CSV / flat files and understanding accounting data.

Responsibilities

• Identify data storage locations and establish extraction methods.
• Export data for local offices, including visits to offices with on-site servers.
• Prepare and cleanse datasets using Excel, Power Query and reporting tools.
• Apply mapping rules and document questions requiring clarification.
• Review anomaly reports and coordinate local corrections and reconciliations.
• Coordinate cleansing and reconciliation with office teams and partners.
• Maintain version control and migration change logs.
• Support post-go-live data activities and secure handling of large datasets.

Skills

Excel (macros / VBA)

Power Query

Data cleansing

Data reconciliation

CSV / Flat File migration

Data analysis

Attention to detail

Clear communication

Education

Relevant degree or practical project experience

Tools

IRIS Data Miner

CCH

Karbon

Digita

TaxCalc

AlphaTax

Sage

Job description

• Opportunity to work for a large Accountancy Practice


• Opportunity to work on a major data migration programme

About Our Client

Rapidly expanding Top 50 Accountancy Practice

Job 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.


• Power Query or comparable data preparation tools.


• 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.

The Successful Applicant

Essential skills and attributes

• 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.


• Power Query or comparable data preparation tools.


• 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's on Offer

Opportunity to work for a large Accountancy PracticeOpportunity to work on a major data migration programme