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.