[Remote] Shareholder Representative Imports Analyst
Note: The job is a remote job and is open to candidates in USA. SRS Acquiom is a company that specializes in financial services technology, focusing on M&A and loan agency transactions. They are seeking a Shareholder Representative Imports Analyst responsible for interpreting complex post-closing payments allocation spreadsheets and ensuring data accuracy for reporting to shareholders.
Responsibilities
- Interpret and audit post-closing allocation spreadsheets, create guidelines for interpretation of data, and manipulate data for import to the system of record
- Manage multiple Shareholder Representative deals and track each deal through its phases, monitor progress, and keep everything moving forward
- Import and export files for use in the system of record (NetSuite)
- Confirming that the data is imported accurately for reporting to shareholders
- Work with other teams to ensure the data received meets all requirements for import into the system of record
- Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations
- Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards
- Complete recurring daily and weekly responsibilities on a rotation basis
- Provide updates and information to clients and colleagues in writing and on calls
Skills
- A bachelor's degree in business or a related field, or an equivalent combination of education, training, and experience
- 2-3 years financial operations analyst
- Advanced knowledge of Microsoft Excel and formula writing, and interpretation required; VBA experience a plus
- Experience with sophisticated ERP systems and developing work streams and workarounds to accomplish the desired business task or requirement
- Experience working within a cross-functional and cross-geographical environment
- High awareness of operational risk, critical timelines, and of the complex nature of a financial operations environment, with an ability to work under pressure and to meet tight deadlines
- Knowledge of the M&A process a plus
- Proven ability to manage competing priorities with strong time management and organizational skills
- Ability to work outside of business hours on an as-needed basis
- Self-motivated
- Intellectually curious
- Collaborative
- Amiable
- Operates with the highest integrity and attention to detail
- Passionate about efficient, scalable business processes
- Ability to prioritize and multitask across many projects
Benefits
- Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
- A 401(k) with a 4% company match to keep your future on track
- Discretionary time off - take the time you need, when you need it
- Employer‑paid life insurance, with the option to add extra coverage for peace of mind
- Employee Assistance Programs for confidential support when life gets complicated
- Discounted pet insurance (because furry family members count, too)
- A fitness credit to back your health and wellness goals
- Pre‑tax plans for dependent care, transportation, and flexible spending
Company Overview