Data Migrations Specialist
3 weeks ago
**DESCRIPTION**
The purpose of the role is to assist in providing a data transfer service to successfully migrate financial data from third-party financial software and legal practice management software into cloud-based software and to assist in the set-up of related software integrations.
**KEY RESPONSIBILITIES**
- Transfer/migrate data from third party systems into the new platforms, to the highest possible standards using standardized conversion scripts and techniques and software.
- Perform source system (legacy) financial data analysis of chart of accounts, trial balances, A/R and A/P reports, trust listings, and general ledgers as needed to manage source to target data mapping.
- Conversion of data files between PDF/text and Excel and utilization of advanced Excel functions to manipulate data into desired formats.
- Setting up software integrations between QuickBooks Online and third-party apps (including, but not limited to CLIO - Legal practice management software) to ensure accurate data communications between platforms.
- Analyze the transferred financial data in QuickBooks Online using available financial reports to ensure quality and accuracy to original data.
- Produce financial verification reports and videos relating to data transfers (proof of completion documents comparing legacy data to new data).
- Provide problem solving support to leads when problems arise from data migrations and implement accounting adjustment solutions as required.
- Communicate with client if data pieces are missing and/or respond to basic client questions and concerns, at direction of leads.
- Work with the migrations team to collectively deliver to the highest possible standards and client satisfaction.
- Creating an inventory of all data that needs to be migrated and determining how much time and effort will be required to complete the task.
- Monitoring progress on the project to ensure that it is completed on time and within budget for your role.
- Creating backup copies of client data in case the project is interrupted for any reason.
- Contribute to the creation of new processes for new software integrations/solutions.
- Carry out any other reasonable management requests.
**DESIRED EXPERIENCE AND SKILLS**
- Knowledge of accounting financial statements and general bookkeeping best practices is considered an asset.
- Familiarity with accounting systems and basic accounting theory is an asset for ensuring client reports are properly generated in the new systems.
- Experience with SQL database transformation, Microsoft Excel for data analysis and formatting; including advanced formulas, pivot tables, and file conversion.
- Experience with financial analysis and proposing solutions to complex problems.
- Embraces technology innovations and willing to adapt to new processes.
- Self-driven individual capable of managing budgeting project time.
- Have a strong collaborative mindset to be able to work with a fast-growing team.
- Able to brainstorm and share solutions with others.
**EXPERIENCE REQUIRED**
- 2-3 years of related experience
**We have Four Core Values at Our Firm**:
- All In _(passion for what you do and a commitment to excellence)_
- Own It _(solutions oriented, owning outcomes)_
- Choose Opportunity _(willingness to innovate)_
- Better Together_ _(teamwork drives the best results)_
Do our core values resonate with you?
Does your skillset align with this role?
If so, we want to hear from you
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