Posted 1 day ago
Data Conversion Specialist
AI Summary
Our Client provides transparency, trust, and truth within the world’s economies and capital markets. As a fast-growing software company, we are dedicated to making a significant impact on the auditing and financial record verification processes.
About this role
Our Client provides transparency, trust, and truth within the world’s economies and capital markets. As a fast-growing software company, we are dedicated to making a significant impact on the auditing and financial record verification processes. We’re seeking a dedicated Data Conversion Specialist to join our team and play a crucial role in supporting our customers by converting and uploading our customers data into the Client’s platform.
Role Overview
As a Data Conversion Specialist, you will work directly with our customers, helping them prepare and upload their client’s data for analysis. This role is perfect for a detail-oriented professional with a solid foundation in accounting and expertise in Excel. You’ll play a key part in ensuring our customers experience a smooth transition, receiving the highest value from our platform.
Responsibilities
● Collaborate with customers to collect, organize, and format client data for upload to our audit platform
● Utilize advanced Excel skills to transform data from various sources into a compatible format for our software
● Map the chart of accounts to our standard categories to ensure data accuracy
● Provide guidance to customers on best practices for data submission and collaborate with the team to resolve any conversion issues
● Perform automated completeness checks to ensure the general ledger is complete and accurate with the trail balance.
● Perform various data healing operations using excel functions to create unique balancing journal entries.
Requirements
● 3-5 years of accounting experience, ideally with exposure to data management or conversion processes.
● Strong foundation in accounting principles, general ledger, chart of accounts, and journal entries.
● Advanced Excel skills, with the ability to use complex formulas, pivot tables, and data transformation tools.
● CPA certification is preferred but not required.
● Detail-oriented and committed to accuracy in data handling.
● Excellent problem-solving skills and ability to work both independently and collaboratively.
Benefits
- HMO with 1 free dependent upon hire