Client Data Governance And Integrity Lead

Overview

We have been asked to recruit a Client Data Governance & Integrity Lead for a company based in Northamptonshire. This is a hybrid role to start, with remote work possible after 6 months. This is a newly created position to support the business with ongoing projects and acquisitions.

As the Client Data Governance & Integrity Lead, you'll be responsible for maintaining the accuracy, completeness, and consistency of client master data across the firm’s systems, including practice management, accounts/production tools, bookkeeping platforms, billing/WIP, Excel reporting, document management, and compliance systems.

What they need is someone who has experience of doing a similar role in a firm of Accountants. You will also need to have proficiency with SQL, Excel, and data manipulation tools (e.g., Power Query, Python, R, ETL tools).

• Own and maintain the Client Master Record as the single source of truth, ensuring accurate legal, tax, and contact data and consistent naming across systems.
• Govern client onboarding and job setup, ensuring records are complete, validated, and approved before work begins.
• Maintain consistent client hierarchies, engagement structures, service codes, ownership, workflows, and billing methods.
• Prevent and resolve duplicate or inconsistent client and job records across systems.
• Run regular data integrity checks and exception reporting; investigate root causes and implement preventative controls.
• Ensure clean data supporting time recording, WIP valuation, billing accuracy, and recovery reporting.
• Map and standardise legacy data to firm structures, including client, job/service codes, ownership, and naming conventions.
• Govern data migration and system alignment across practice management, billing/WIP, document management, and bookkeeping platforms.

Proficiency with SQL, Excel, and data manipulation tools (e.g., Power Query, Python, R, ETL tools). Experience in a similar role within a firm of Accountants is required.

For more information, please apply or contact Hannah at 360 Recruitment. Even if you don t have a CV, just get in touch and we can have a conversation.