- Opportunity to work for a large Accountancy Practice
- Opportunity to work on a major data migration programme
About Our Client
Rapidly expanding Top 50 Accountancy Practice
Job 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.
- Power Query or comparable data preparation tools.
- 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.
The Successful Applicant
Essential skills and attributes
- 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.
- Power Query or comparable data preparation tools.
- 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.
What's on Offer
Opportunity to work for a large Accountancy PracticeOpportunity to work on a major data migration programme
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Data Migration Analyst in Exeter employer: Page Personnel
As a Tax Manager at our retail organisation, you will thrive in a dynamic work culture that values collaboration and innovation. We offer competitive daily rates, comprehensive benefits, and ample opportunities for professional growth, all within a vibrant location that fosters both personal and career development. Join us to make a meaningful impact while enjoying a supportive environment that prioritises your success.
