Data Migration Specialist

Modigent; United States; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

HSA options with employer contribution

Life and AD&D insurance

Paid time off and holidays

401(k) retirement savings plan

Job summary

Modigent is seeking a Data Migration Analyst – Finance & ERP Systems to own accounting accuracy during ERP migrations across Procore, Sage Intacct, and BuildOps. You will bridge legacy systems with target platforms, ensuring clean, validated, and audit-ready data loads for multiple operating companies.

The ideal candidate brings 5+ years in accounting or financial operations with hands-on ERP migration experience, and a strong construction accounting background to support WIP, job costing, and

Qualifications

• 5+ years of accounting or financial operations experience, with at least 4+ years of hands-on ERP data migration execution.
• Strong construction accounting or job-cost background preferred.

Responsibilities

• Lead and execute data migration activities for finance and accounting modules, ensuring accuracy during transitions to Sage Intacct, Procore, and BuildOps.
• Perform data mapping, transformation, extraction, and validation between source systems and target ERP platforms.
• Review and reconcile trial balances, sub-ledgers, and financial data from legacy systems for integrity in the new environment.
• Validate migrated data against source system reports, resolve discrepancies in job costing, WIP, revenue recognition, and related construction accounting elements.
• Collaborate with finance, operations, shared services, and implementation partners to define migration requirements and cutover plans.
• Develop and maintain Excel templates and validation tools to support migration accuracy.
• Document migration processes, mapping rules, transformation logic, and issue resolution for audit readiness.
• Support month-end close readiness and post-migration financial reporting validation.
• Contribute to improving migration methodologies and controls for scalable rollouts.

Skills

Construction accounting concepts

Data analysis

Attention to detail

Communication skills

Collaboration

Problem-solving

Education

Bachelor’s degree in Accounting, Finance, Information Systems, or related field

Tools

Sage Intacct

Excel (Advanced)

Sage 100

Sage 50

QuickBooks Desktop

Microsoft Dynamics GP

eCMS

Job description

As a Data Migration Analyst – Finance & ERP Systems, you'll play a critical role in Modigent’s Horizons Program, our multi-OpCo ERP transformation initiative. You will own the accounting accuracy and financial integrity of data migration workstreams as we deploy Procore, Sage Intacct, and BuildOps across acquired operating companies. This role serves as the essential bridge between legacy source ERP systems and our target platforms, ensuring clean, validated, and audit-ready data loads. Ideal for someone with deep construction accounting or job-cost experience who has personally executed ERP data migrations.

Duties and Responsibilities

• Lead and execute data migration activities for finance and accounting modules, ensuring accuracy and completeness during the transition to Sage Intacct, Procore, and BuildOps.
• Perform detailed data mapping, transformation, extraction, and validation between source systems and target ERP platforms.
• Review and reconcile trial balances, sub-ledgers, and financial data from legacy systems to ensure integrity in the new environment.
• Validate migrated data against source system reports, identify discrepancies, and resolve issues related to job costing, WIP, revenue recognition, over/under billings, retainage, change orders, and other construction accounting elements.
• Collaborate closely with finance, operations, shared services, and implementation partners to define migration requirements, sequencing, and cutover plans.
• Develop and maintain advanced Excel workbooks, reconciliation templates, and validation tools to support migration accuracy.
• Document migration processes, mapping rules, transformation logic, and issue resolution for audit and knowledge transfer purposes.
• Support month-end close readiness and post-migration financial reporting validation.
• Contribute to continuous improvement of migration methodologies, templates, and controls to support scalable rollouts across multiple operating companies.

Supervisory Responsibilities

None (individual contributor role with significant cross-functional collaboration; may provide functional guidance to junior analysts or data resources as needed).

Requirements/Qualifications

• Experience: 5+ years of accounting or financial operations experience, with at least 4+ years of hands-on ERP data migration execution (not just project management). Strong construction accounting or job-cost accounting background is highly preferred.
• Education: Bachelor’s degree in Accounting, Finance, Information Systems, or a related field required.
• Physical Demands: Primarily office-based with occasional travel for project meetings or go-live support; standard office mobility.
• Work Environment/Safety: Professional office setting with hybrid options; adherence to corporate safety standards.

Required Skills

• Deep knowledge of construction accounting concepts (job costing, WIP, Schedule of Values, AIA billing, over/under billing, retainage, change order accounting, revenue recognition).
• Hands-on experience with Sage Intacct (or similar ERP) including sub-ledger management, journal entries, and GL reconciliation.
• Advanced Excel proficiency (pivot tables, XLOOKUP, data validation, complex reconciliation workbooks).
• Ability to read, interpret, and reconcile trial balances independently.
• Experience with source systems such as Sage 100, Sage 50, QuickBooks Desktop, Microsoft Dynamics GP, or eCMS.
• Understanding of data migration sequencing and transformation logic.
• Strong analytical, problem-solving, and attention-to-detail skills.
• Excellent communication and collaboration skills to work effectively with finance, operations, and implementation teams.

Modigent is a national leader delivering next-generation infrastructure, technology, and energy solutions through our family of specialized brands in HVAC, plumbing, and controls systems. With a strong coast-to-coast presence and extensive service capabilities, we empower customers, communities, and our over 1,500 team members to thrive with sustainable, efficient commercial building services. As part of our team, you'll contribute to thoughtful innovation and our people-first culture rooted in service, collaboration, and integrity.

• Competitive compensation based on experience and level, with opportunities for performance incentives.
• Comprehensive benefits including medical, dental, and vision coverage, plus HSA options with employer contributions in select plans, and company-paid basic life and accidental death & dismemberment insurance.
• Paid time off, holiday pay, and a 401(k) retirement savings plan to support your long-term financial well-being.
• Inclusive, supportive culture that values diversity, dignity, respect, collaboration, integrity, and personal fulfillment—empowering you to build a rewarding, long-term career.

Equal Opportunity Statement

Modigent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected characteristic.

Third-Party Recruitment Policy

Modigent and its wholly-owned operating companies will not pay any fees for candidate introductions, resumes, or placements from recruiters, employment agencies, or staffing firms without a prior, signed recruitment agreement specifically authorizing submission for a designated position. Unsolicited resumes or candidate submissions will not obligate Modigent to any payment, and we reserve the right to pursue and hire such candidates without liability. Agencies are requested to refrain from contacting hiring managers directly; all inquiries and submissions must go through our Talent Acquisition team.