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.
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