Data Migration Analyst (Accountancy/Professional Services)

Michael Page Technology; Exeter; On-site; GBP 36,000 - 54,000; Full time

Job summary

Michael Page Technology is seeking a Data Migration Analyst on a 12 month fixed term contract to support migrating client and practice data from existing software systems into a new, cloud-based practice management software.

You will work with local teams across c35 offices, IT and the software house to obtain data, prepare migration files, investigate data-quality issues and coordinate corrections and reconciliation.

Qualifications

• A relevant degree or practical project experience in accounting or finance.
• Strong Excel skills with macros and VBA, including data filtering and reconciliation.
• Experience migrating CSV/Flat Files and data sets.
• Ability to collaborate across offices and explain issues clearly.
• Willingness to travel to offices across the UK.

Responsibilities

• Identify data sources and establish extraction methods with IT and software house.
• Export data for local offices and visit offices with on-site servers.
• Prepare and cleanse datasets using Excel, Power Query and relevant tools like IRIS Data Miner.
• Apply mapping rules and document questions or exceptions for clarification.
• Review anomaly reports and coordinate corrections with local teams.
• Identify missing, duplicated, inconsistent or unmatched records and coordinate resolution.
• Prepare reconciliation summaries and obtain partner approval.
• Chase outstanding information and track progress with clear records.
• Maintain controlled versions of source files and migration logs.
• Support early go-live data migration activities and secure data handling.

Skills

Excel macros/VBA

CSV/Flat Files

Attention to detail

Communication skills

Travel flexibility

Problem solving

Education

Relevant degree or practical project experience

Tools

IRIS Data Miner

Power Query

IRIS / CCH / Karbon familiarity

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

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