Client Data Manager
2 weeks ago
**This will be a hybrid position. Current in office expectation is 2 days per week: Wednesday and Thursday**:
**Position Summary**:
**Essential Duties and Responsibilities**:
- Communicate with clients in a professional manner to obtain client data efficiently
- Obtain and review clients’ SAP, Oracle, JDE, or other ERP tables as appropriate and determine how they relate
- Convert clients’ data files
- Verify clients’ data files, including identification of shifting data, etc.
- Add data fields to existing client files
- Reconcile client data to the G/L
- Perform statistical sampling on client data using (i.e. using IDEA software) and provide standard format reports for Service Team analysis
- Handle specific data requests from Transaction Tax Associates, Managers, and Directors
- Supervise Associates in the group
- Assist Transaction Tax and Property Tax Compliance as needed with client data conversion issues
- Manage large workloads in an efficient manner
- Maintain a client data log of all data projects for viewing by the DMA team
- Prepare and maintain working notes for all client data projects
- Track time expended on client data projects for ROI analysis and client billings
**Non-Essential Duties and Responsibilities**:
- Purge old data files based on DMA’s retention policy
- Perform other duties as assigned
**Education and Qualifications**:
- Associate degree required, Bachelor’s degree with Accounting preferred
- 5+ years’ related professional experience
- Advanced skills in Microsoft Excel
- Prior experience with IDEA, SAP, OmniPage, and Ultra Edit preferred
- Prior experience with Alteryx, Power BI, Tableau preferred
- Knowledge of programing languages Python, R and SQL preferred
- Data Modeling experience preferred
- Strong organizational skills and attention to detail
- Excellent verbal communication skills
- Ability to successfully work under deadlines and comfortable with multi-tasking
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