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Finance Data Migration Specialist

Bromcom Computers Plc

Bromley

On-site

GBP 30,000 - 50,000

Full time

30+ days ago

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Job summary

A leading provider of Finance and Management Information Systems for schools is seeking motivated individuals to join their dynamic team. This role involves working closely with customers to understand their financial system requirements and ensuring a smooth setup of Bromcom's finance system. Candidates should possess a strong understanding of financial systems, excellent analytical skills, and the ability to adapt as software evolves. This is an exciting opportunity to contribute to the education sector by enhancing financial management processes and making a positive impact on schools and MATs.

Qualifications

  • Strong understanding of financial systems, accounting principles, and reporting.
  • Proficiency in data migration and import/export procedures.

Responsibilities

  • Contribute to discovery sessions to determine financial system requirements.
  • Maintain records of customer interactions and setup activities in Dynamics 365.
  • Oversee the data migration process and validate imported data.

Skills

Financial Systems Understanding
Data Migration
Analytical Skills
Problem-Solving

Tools

Dynamics 365

Job description

An outstanding opportunity to join a leading Finance and Management Information System (MIS) provider for schools and MATs.

We are looking for individuals with experience of handling School and/or MAT Finance data, with familiarity of system setups.

It is important that candidates are highly motivated, positive and willing to learn and adapt as the software changes and improves.


Responsibilities:
  • Contributing to discovery sessions with customers to determine their financial system requirements, including identifying any bespoke requirements and conditions of sale.
  • Working with project managers to create and manage project plans for the setup of Bromcom's finance system for customers, ensuring alignment with the customer success team's training plans.
  • Maintaining detailed records of all customer interactions and setup activities in Dynamics 365, including handover details, tasks, and notes.
Overseeing the Data Migration Process:
  • Receiving and reviewing data from customers, including ledger codes, cost centres, supplier information, opening balances, and bank details.
  • Importing data into the Bromcom finance system using appropriate tools and processes.
  • Validating imported data to ensure accuracy and completeness, reconciling discrepancies, and resolving import failures.
Configuring the Finance System:
  • Setting up financial years, periods, and VAT rates.
  • Adding fund codes, bank details, and BACs settings.
  • Defining salary periods and configuring base pay structures.
  • Setting up books, cost centre allocations, and fund allocations.
Required Skills and Experience:
  • Strong understanding of financial systems and processes, including accounting principles, budgeting, and reporting.
  • Proficiency in data migration and import/export procedures.
  • Excellent analytical and problem-solving skills, with the ability to identify and resolve data discrepancies and system configuration issues.
Desired Skills and Experience:
  • Experience with CRM systems, preferably Dynamics 365.
  • Experience in the education sector and familiarity with school financial management systems (FMS or Bromcom Finance).
  • Knowledge of Bromcom MIS.
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