Data Migration Analyst (Accountancy / Professional Services)

Michael Page; Exeter; Vor Ort; GBP 38.000 - 52.000; Vollzeit

Zusammenfassung

Michael Page is recruiting for a Data Migration Analyst on a 12-month fixed term contract to drive the migration of client and practice data into new cloud-based practice management software. You will work with around 35 offices, IT and the software house to extract data, prepare migration files and coordinate cleansing and reconciliation.

The role combines hands-on data analysis with regular communication, ensuring accurate data across systems while maintaining secure handling of confidential

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Excel macros

CSV/Flat files

Accounting processes

Adaptability to software

Analytical mindset

Attention to detail

Communication

Problem follow-up

Data organization

Travel willingness

Ausbildung

Degree or equivalent experience

Tools

IRIS Data Miner

Power Query

Karb on

Digita

TaxCalc

AlphaTax

Sage

Jobbeschreibung

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