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. 

• Contributing to discovery sessions with customers to determine their financial system requirements. This includes identifying any bespoke requirements and conditions of sale. 

• Working with project managers to create and managing 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, including: 

• 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 based on requirements and data, including: 

• 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 

• in the education sector and familiarity with school financial management systems (FMS or Bromcom Finance) 

• Knowledge of Bromcom MIS