Finance Data Migration Specialist

An outstanding opportunity to join a leading Finance and Management Information System (MIS) provider for schools and MATs.

We are looking for individuals with experience of handling School and/or MAT Finance data, with familiarity of system setups.

It is important that candidates are highly motivated, positive and willing to learn and adapt as the software changes and improves.

Responsibilities:

• Contributing to discovery sessions with customers to determine their financial system requirements, including identifying any bespoke requirements and conditions of sale.
• Working 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.
• Maintaining detailed records of all customer interactions and setup activities in Dynamics 365, including handover details, tasks, and notes.

Overseeing the Data Migration Process:

• Receiving and reviewing data from customers, including ledger codes, cost centres, supplier information, opening balances, and bank details.
• Importing data into the Bromcom finance system using appropriate tools and processes.
• Validating imported data to ensure accuracy and completeness, reconciling discrepancies, and resolving import failures.

Configuring the Finance System:

• Setting up financial years, periods, and VAT rates.
• Adding fund codes, bank details, and BACs settings.
• Defining salary periods and configuring base pay structures.
• Setting up books, cost centre allocations, and fund allocations.

Required Skills and Experience:

• Strong understanding of financial systems and processes, including accounting principles, budgeting, and reporting.
• Proficiency in data migration and import/export procedures.
• Excellent analytical and problem-solving skills, with the ability to identify and resolve data discrepancies and system configuration issues.

Desired Skills and Experience:

• Experience with CRM systems, preferably Dynamics 365.
• Experience in the education sector and familiarity with school financial management systems (FMS or Bromcom Finance).
• Knowledge of Bromcom MIS.