Data Migration Analyst (Accountancy/Professional Services)
17 days ago
Exeter
\n 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 \n Client Details \n Rapidly expanding Top 50 Accountancy Practice \n Description \n 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. \n Key responsibilities: \n\n • Work with office staff, IT and the software house to identify where data is held and establish suitable extraction methods.\n, • Arrange and undertake exports on behalf of local offices, including visits to offices with on-site Servers.\n, • Prepare and cleanse datasets using Excel, Power Query and relevant software reporting or extraction tools, such as IRIS Data Miner.\n, • Apply mapping rules supplied by the software house and document questions or exceptions requiring clarification.\n, • Review the software house's individual office anomaly reports, investigate issues and help local teams understand the corrections required.\n, • Identify missing, duplicated, inconsistent or unmatched records and coordinate their resolution.\n, • Prepare reconciliation summaries and obtain local managing-partner approval of cleansing and reconciliation.\n, • Chase outstanding information and maintain clear records of progress, actions, dependencies and deadlines.\n, • Maintain controlled versions of source files, prepared datasets, exception reports and migration change logs.\n, • Support changes and agreed manual migration activity during the first two weeks after office go-live.\n, • Handle large date sets of confidential client and staff data securely, following agreed access and transfer procedures.\n\n Essential skills and attributes: \n\n • A relevant degree, placement, employment or practical project experience. An accounting or finance degree is not essential.\n, • Strong practical Excel skills (macros/VBA), including filtering, matching records, identifying duplicates, checking completeness and reconciling totals.\n, • Ability to work with and migrate CSV/Flat Files\n, • Familiarity with accounting-practice processes and an ability to understand how client, accounts, tax, payroll and workflow information relates.\n, • Confidence learning unfamiliar software and working across different technical environments.\n, • A logical, methodical approach to investigating data problems.\n, • Excellent attention to detail and disciplined file and version management.\n, • Clear communication, including explaining issues to colleagues with different levels of technical knowledge.\n, • Confidence following up missing information and working constructively with office staff, partners, IT and software-provider teams.\n, • Ability to organise several datasets and deadlines, follow agreed rules and recognise when expert guidance is required.\n, • Willingness and ability to travel to offices across the UK.\n\n Desirable experience: \n\n • Power Query or comparable data preparation tools.\n, • Bookkeeping, accounting-practice or financial-data exposure.\n, • Data cleansing, reconciliation or system migration projects.\n, • Experience with IRIS, CCH, Karbon, Digita, TaxCalc, AlphaTax, Sage or similar systems.\n, • Use of software reporting, export or data-mining tools.\n\n Profile \n Essential skills and attributes: \n\n • A relevant degree, placement, employment or practical project experience.\n, • Strong practical Excel skills (macros/VBA), including filtering, matching records, identifying duplicates, checking completeness and reconciling totals.\n, • Ability to work with and migrate CSV/Flat Files\n, • Familiarity with accounting-practice processes and an ability to understand how client, accounts, tax, payroll and workflow information relates.\n, • Confidence learning unfamiliar software and working across different technical environments.\n, • A logical, methodical approach to investigating data problems.\n, • Excellent attention to detail and disciplined file and version management.\n, • Clear communication, including explaining issues to colleagues with different levels of technical knowledge.\n, • Confidence following up missing information and working constructively with office staff, partners, IT and software-provider teams.\n, • Ability to organise several datasets and deadlines, follow agreed rules and recognise when expert guidance is required.\n, • Willingness and ability to travel to offices across the UK.\n, • A responsible approach to confidential information.\n\n Desirable experience: \n\n • Power Query or comparable data preparation tools.\n, • Bookkeeping, accounting-practice or financial-data exposure.\n, • Data cleansing, reconciliation or system migration projects.\n, • Experience with IRIS, CCH, Karbon, Digita, TaxCalc, AlphaTax, Sage or similar systems.\n, • Use of software reporting, export or data-mining tools.\n\n Job Offer \n Opportunity to work for a large Accountancy Practice \n Opportunity to work on a major data migration programme