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Finance Data Assistant
- To be advised
- Permanent, Full Time
- Closing in 13 days
- KPMG
Onboarding:
Ensuring that client and job codes are opened within our practice management system accurately and on a timely basis to enable: prompt commencement of work; and adherence with our internal risk controls.
Provide regular updates on onboarding progress, code setup status, and data quality issues to relevant stakeholders.
Data Integrity:
Acting as a key data custodian with ownership for financial client and job codes.
Ensuring that data integrity is maintained across systems, including reconciliation of data across multiple platforms (e.g. STAR, CEAC, Sentinel, Exiger) to ensure consistency and eliminate duplication or misalignment.
Ensure codes are correctly structured and aligned with engagement types, billing requirements, and reporting needs.
Investigate and resolve discrepancies in client/job data, including tax rate mismatches, office misassignments, and incorrect entity structures.
Manage the annual roll-forward of job codes, ensuring continuity and correct referencing of prior year codes.
Continuous Improvement:
Identify inefficiencies in the code setup and data reconciliation process and propose improvements.
Participate in discussions around system upgrades or replacements and their impact on onboarding and data management.
Supporting Finance:
Monitor time recording codes and utilisation metrics tied to onboarding activities.
The post holder may also be required to undertake other duties that are reasonably expected within the scope and level of the role, even if not specifically listed above.
