Data Conversion Specialist

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.

● 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.

• HMO with 1 free dependent upon hire

• Life Insurance
• 20 PTO credits annually
• Night Diff. Pay
• VL and SL cash conversion
• Annual Performance-Based Merit Increases and Employee Recognition
• Great Company Culture
• Career Growth and Learning
• Company Provided Work Equipment
• WFH, shifting