Data Imports Analyst

About the role

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.

Responsibilities

• Interpret and audit closing allocation and payment spreadsheets, including shareholder, certificate, tax, and payment instruction data, to ensure completeness and accuracy prior to import
• Standardize and manipulate data using established import templates to create and update Customer data in NetSuite
• Execute independent validation by comparing NetSuite records to source documents and import instructions to confirm accuracy of imported data before downstream processing
• Import and export CSV files using saved mappings in NetSuite, ensuring adherence to required formatting, field mapping, and validation controls
• Investigate and resolve data discrepancies, including name mismatches, missing holders, certificate differences, or payment variances, escalating issues to cross-functional partners when required
• Collaborate with Fulfillment, Relationship Management, Tax, and other Operations teams to confirm data requirements and resolve questions related to import instructions or source files
• Refer to Operations manuals, templates, and guidelines to understand process changes and support business continuity
• Complete recurring daily and weekly operational tasks on a rotating basis
• Provide clear written and verbal updates to internal stakeholders regarding deal status, data issues, and completion milestones

Requirements

• Bachelor’s degree in business, finance, accounting, information systems, or a related field, or an equivalent combination of education, training, and experience
• At least one year of experience in financial operations, data operations, or an analyst-type role
• Advanced proficiency in Microsoft Excel, including formulas, lookups, and data manipulation; experience working with structured templates preferred
• Experience working with ERP or financial systems (NetSuite or similar) strongly preferred and following detailed, documented procedures
• Strong attention to detail with the ability to identify discrepancies across large datasets and multiple source documents
• Able to manage competing priorities and meet critical deadlines in a high-volume, transaction-driven environment
• Comfort working in cross-functional and geographically distributed teams
• Knowledge of the M&A lifecycle or post-closing financial processes is a plus

Skills

• Advanced proficiency in Microsoft Excel, including formulas, lookups, and data manipulation
• Experience working with ERP or financial systems (NetSuite or similar)
• Strong attention to detail with the ability to identify discrepancies across large datasets and multiple source documents
• Comfort working in cross-functional and geographically distributed teams

Benefits

• Day-one coverage: medical, dental, and vision plans so you’re protected from the start
• 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

Pay

The salary range for this position is between $65k and $72k, depending on experience level.

Schedule

This position is fully remote within the Continental United States. Pacific Time strongly preferred, Mountain time may be acceptable. We are unable to consider applicants in Central or Eastern time zones.