Ensuring that client and job codes are opened within our practice management system accurately and on a timely basis to enable: prompt commencement of work; and adherence with our internal risk controls.
Provide regular updates on onboarding progress, code setup status, and data quality issues to relevant stakeholders.
Data Integrity
Acting as a key data custodian with ownership for financial client and job codes.
Ensuring that data integrity is maintained across systems, including reconciliation of data across multiple platforms (e.g. STAR, CEAC, Sentinel, Exiger) to ensure consistency and eliminate duplication or misalignment.
Ensure codes are correctly structured and aligned with engagement types, billing requirements, and reporting needs.
Investigate and resolve discrepancies in client/job data, including tax rate mismatches, office mis
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