Shareholder Representative 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.

Primary 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)
• Confirm 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

Required Qualifications & 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

Desired Characteristics

• 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

Physical Requirements/Special Demands

• Must be available to work standard business hours, and occasional nights/weekends.
• If Remote, travel to the Denver office may be necessary up to three times per year.

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

Pay

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

Schedule

This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.