Client Data Governance & Integrity Lead

We have been asked to recruit a Client Data Governance & Integrity Lead for a company based in Northamptonshire.

This is a newly created position to support the business with ongoing projects and acquisitions.

You’ll be responsible for maintaining the accuracy, completeness, and consistency of client master data across the firm’s (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).

Below is a small overview of what you’ll be doing...

• 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.

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.