Staff-Data Ingestion & Analysis

Citrin Cooperman India LLP · Hyderabad, India

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