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    Data & Accounting Manager - Client Onboarding › - Southampton, United Kingdom - Aztec

    Aztec
    Aztec Southampton, United Kingdom

    1 week ago

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    Description
    Reports to Senior Project Manager - Client Onboarding

    With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach.

    As a result, we are looking for an experienced Onboarding Data & Reporting Manager to join the newly established Clinet Onboarding Team.

    The individual will be responsible for elements of the client onboarding journey that touch-upon data migration, financial reporting, report scoping, build and testing and applications set-up.

    This will be supported by the opportunity to complete additional qualifications / training where required.
    Attend client workshops to scope out data migration (where applicable), system and reporting requirements. Work with the Project Managers to plan timelines and resourcing based on scope.

    Be able to discuss the functionality of Aztec's application stack and how these can address the client's needs for financial, performance and management information purposes.

    Liaise with the IT applications team to build and test any bespoke reporting required as identified from scoping conversations.

    Data Quality Assessment & Migration
    Lead data quality assessments to ascertain quality of data for migrations.

    Consider alternative approaches for data migrations, including opportunities for automation and secondments into the client's own data teams to understand their existing processes and uses of the data and reports that Aztec will provide going forward.

    Oversee the extraction, reconciliation, mapping and migration of client data to Aztec's systems.

    Escalate data quality issues to Senior leadership where it may result in delays to achieving pre-set timelines and / or pricing implications.

    Work closely with the Applications team and wider IT team to identify efficiencies and enhancements in Aztec's current system functionality based on knowledge gained during the migration process.

    Identifying risks or issues that may impact the delivery of the migration process, whilst providing and facilitating the creation of options and recommendations to mitigate and drive solutions in a positive and constructive manner.

    Manage multiple onboarding projects of differing complexity and size simultaneously (may also be across different jurisdictions and asset classes)

    Be responsible for adhering to specific SLAs / KPIs for each onboarding and managing the team against these and appropriate escalation to senior leadership as required.

    Strong people management experience, including objective setting and sucession planning
    Responsible for managing workloads and delegating tasks, as appropriate, to the Senior Data & Accounting Analyst(s).
    5+ years experience in data migrations, using a range of related platforms, including financial reporting software.
    ~ Strong knowledge of data software and tools, including systems such as alteryx.
    ~ Ability to manage client expectations and plan extensive data migration projects.
    ~ An interest in technology, especially data management technology.
    ~ Travel may be required on a periodic basis to Aztec's locations to build relationships with Clients / the team.

    We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development.

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