Job Title: A&A Staff-Data Ingestion & Analysis
Role Summary:
The Data Ingestion & Analysis Analyst is responsible for supporting Assurance engagement teams through the extraction, transformation, validation, ingestion, and analysis of client financial data. This role plays a critical part in ensuring data quality and enabling engagement teams to leverage analytics platforms such as MindBridge, Validis, CaseWare.
The ideal candidate combines strong data management and analytical skills with a working knowledge of accounting and auditing processes. They will work closely with engagement teams, clients, and Data COE members to streamline data workflows, improve efficiency through automation, and deliver audit-ready datasets.
Key Responsibilities:
Data Extraction
- Coordinate with audit teams and clients to understand data requirements.
- Extraction of data from ERP/accounting systems (e.g., QuickBooks, NetSuite, SAP, Oracle).
- Extraction of transactional or operational data from client - specific tools.
- Validate completeness and accuracy of source data received.
Data Transformation & Preparation
- Cleanse, standardize, and transform data for audit and analytics purposes.
- Develop reusable templates and workflows using: Excel, Power Query, VBA, Python, TeamMate Analytics.
- Handle data anomalies, missing values, duplicate records, and formatting issues.
- Create and maintain data mapping documentation.
Data Ingestion Support
- Prepare and upload data into audit analytics platforms including: MindBridge, Validis, CaseWare.
- Map customer data fields to platform requirements.
- Troubleshoot ingestion failures and reconciliation issues.
- Perform validation procedures to ensure imported data matches source records
Reporting & Visualization
- Creating dashboards and reports in tools like MindBridge, Power BI or Excel.
- Provide ad hoc analytical support to engagement teams and leadership.
Automation & Process Improvement
- Identify opportunities to reduce manual effort through automation.
- Develop and enhance data-processing workflows.
- Help maintain Data COE standard operating procedures (SOPs).
- Contribute to continuous improvement initiatives across the Assurance practice.
Collaboration & Continuous Improvement
- Liaise with audit teams to clarify data requirements and timelines.
- Provide technical support to clients during data extraction and upload.
- Identify opportunities to automate repetitive data transformation tasks.
- Contribute to refining ingestion templates and SOPs.
- Stay updated on new features in audit tools and ERP systems.
Tools & Technologies used
- Data Analytics Platforms - Excel (VBA, Power Query, Power Pivot, TeamMate Analytics), Python.
- Audit Analytics Platforms - Caseware, Validis, MindBridge.
- Visualization Tools - PowerBi.
Required Skills & Qualifications:
- Bachelor's degree in data analytics, accounting, Finance, or related field.
- Proficiency in Data cleansing and transformation techniques.
- 3–5 years of experience with strong Excel/Power Query skills, basic accounting knowledge, and an aptitude for automation (Python/Power BI).
- Familiarity with audit platforms (Validis, MindBridge, Caseware) is a plus.
- Strong analytical thinking and attention to detail.
- Good communication and client-handling abilities
