Finance Data Migration Specialist

Summary

Join a leading Finance and Management Information System (MIS) provider for schools and MATs. We seek highly motivated individuals experienced in handling school and/or MAT finance data, familiar with system setups. The role involves contributing to discovery sessions with customers, working with project managers on project plans, and maintaining detailed records. Data migration, including receiving, importing, and validating data, is a key responsibility. System configuration based on requirements and data is also crucial. Strong understanding of financial systems and processes, proficiency in data migration, and excellent analytical skills are required.

Requirements

• Possess a strong understanding of financial systems and processes, including accounting principles, budgeting, and reporting
• Demonstrate proficiency in data migration and import/export procedures
• Exhibit excellent analytical and problem-solving skills, with the ability to identify and resolve data discrepancies and system configuration issues

Responsibilities

• Contribute to discovery sessions with customers to determine their financial system requirements. This includes identifying any bespoke requirements and conditions of sale
• Work 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
• Maintain detailed records of all customer interactions and setup activities in Dynamics 365, including handover details, tasks, and notes
• Oversee the data migration process, including receiving and reviewing data from customers, including ledger codes, cost centres, supplier information, opening balances, and bank details
• Import data into the Bromcom finance system using appropriate tools and processes
• Validate imported data to ensure accuracy and completeness, reconcile discrepancies, and resolve import failures
• Configure the finance system based on requirements and data, including setting up financial years, periods, and VAT rates
• Add fund codes, bank details, and BACs settings
• Define salary periods and configure base pay structures
• Set up books, cost centre allocations, and fund allocations

Preferred Qualifications

• Have experience with CRM systems, preferably Dynamics 365
• Possess experience in the education sector and familiarity with school financial management systems (FMS or Bromcom Finance)
• Have knowledge of Bromcom MIS