Data Migration Specialist - Peterborough, Canada - Gauvreau & Associates

Gauvreau & Associates

Verified Company

Peterborough, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

The purpose of the role of
Data Migration Specialist is to assist in providing a data transfer service to successfully migrate data from new and existing customers' third-party accounting software and legal practice management databases into cloud-based software tools, which are QuickBooks Online (Financial Management and Bookkeeping) and CLIO (Legal Practice Management).

Key Responsibilities:

Transfer/migrate static data and transactional data from third party systems into the new cloudbased platforms, to the highest possible standards using standardized conversion scripts, formatting techniques and software.
Perform source system (legacy) data analysis as needed to determine and manage source to target data mapping.
Create data formatting solutions for clients with legacy system data for which there are no standardized scripts or previous migrations.
Create backup copies of client data in case the project is interrupted for any reason.
Assist with quality checks of transferred data to ensure accuracy.
Assist with the production of data verification reports relating to data transfers (proof of completion documents comparing legacy data to new data)
Create an inventory of all data that needs to be migrated and determine how much time and effort will be required to complete the task
Monitor progress on the project to ensure that it is completed on time and within budget for your role
Provide timely updates to management via Karbon (practice management software) on project status and potential roadblocks
Provide support to management where problems arise from data migrations
Ensure that we deliver data transfers to the highest possible standards and client satisfaction.
Communicate with client if data pieces are missing, upon direction from leads and manager.
Carry out any other reasonable management requests.

Required Skills:

Experience in using Microsoft Excel for data analysis and formatting
Selfdriven
Have a strong collaborative mindset and ability to work with a fastgrowing team
Able to problem solve and share solutions with others
Familiarity with accounting systems and basic accounting theory necessary for ensuring client reports are properly generated in the new systems
Familiarity with QuickBooks Online and CLIO is ideal
Client facing experience ideal