Finance Project Contractor Data Migration

Documentation and audit trail

• Document data cleansing rules, mapping assumptions, validation procedures, and sign-off evidence
• Maintain clear records of data issues, decisions made, and outstanding exceptions
• Support preparation of migration control documentation and evidence for audit or governance review
• Ensure that key Finance decisions are captured clearly for future reference

Stakeholder support

• Work with senior Finance users to understand how legacy data is used for accounting, reporting, and control purposes
• Structure issues in a decision-ready format to minimize time required from senior stakeholders
• Liaise with project teams, IT, implementation partners, and business users to resolve data-related issues
• Communicate clearly and practically on status, risks, blockers, and required decisions

Requirements

Experience required

• Qualified Accountant, for example ACA, ACCA, CIMA, CPA or an internationally recognised equivalent. The level of post-qualification experience is less important than demonstrable analytical capability, systems aptitude and delivery ownership
• Strong accounting experience across areas such as general ledger, close, reconciliations, financial reporting, audit, controls or master data
• Strong understanding of chart of accounts, legal entities, cost centres, reporting dimensions and Finance master data
• Practical experience validating, analysing and reconciling Finance data, including identifying inconsistencies, duplicates, gaps, unusual balances or incomplete records
• Experience preparing reconciliations, exception reports, issue trackers and supporting documentation
• Strong Excel skills, including pivot tables, lookups, data comparison and analysis of large data sets
• Data cleansing, data migration, finance transformation or ERP implementation experience is advantageous but not essential where the candidate demonstrates strong transferable capability
• SunSystems or Infor SunSystems experience is highly preferred; candidates with other legacy ERP experience and the ability to understand data structures quickly will also be considered
• Oracle ERP or Oracle Fusion experience, including open-item migration, master-data cleansing or chart-of-accounts mapping, is beneficial
• Hands-on and detail-oriented, with the willingness to work directly through data and reconciliation issues rather than operating only in an advisory capacity
• Proactive, curious and practical, with the confidence to challenge data that does not appear complete, accurate or fit for purpose
• Able to work independently, structure findings clearly and escalate only matters requiring senior Finance input or business judgement
• Comfortable operating in an evolving project environment and taking ownership of assigned activities through to completion
• Clear communicator able to work effectively with Finance, IT, project teams, implementation partners and senior stakeholders
• Strong understanding of general ledger structures, chart of accounts, reporting dimensions and accounting reconciliations
• Ability to distinguish between data-quality issues, mapping issues, system issues and matters requiring Finance business judgement
• Strong analytical and problem-solving skills, including preparation of concise, decision-ready exception analysis
• Strong Excel capability; Power Query, Alteryx, SQL or Power BI experience is beneficial
• Strong documentation discipline and understanding of the need for complete, accurate and auditable migration evidence

Regulatory responsibilities

• Adhere to the FCA’s Conduct Rules, understanding that they set basic standards of good personal conduct