[Remote] Shareholder Representative Imports Analyst

Remote Full-time
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.ResponsibilitiesInterpret and audit post-closing allocation spreadsheets, create guidelines for interpretation of data, and manipulate data for import to the system of recordManage multiple Shareholder Representative deals and track each deal through its phases, monitor progress, and keep everything moving forwardImport and export files for use in the system of record (NetSuite)Confirming that the data is imported accurately for reporting to shareholdersWork with other teams to ensure the data received meets all requirements for import into the system of recordEnsure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situationsManage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standardsComplete recurring daily and weekly responsibilities on a rotation basisProvide updates and information to clients and colleagues in writing and on callsSkillsA bachelor's degree in business or a related field, or an equivalent combination of education, training, and experience2-3 years financial operations analystAdvanced knowledge of Microsoft Excel and formula writing, and interpretation required; VBA experience a plusExperience with sophisticated ERP systems and developing work streams and workarounds to accomplish the desired business task or requirementExperience working within a cross-functional and cross-geographical environmentHigh 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 deadlinesKnowledge of the M&A process a plusProven ability to manage competing priorities with strong time management and organizational skillsAbility to work outside of business hours on an as-needed basisSelf-motivatedIntellectually curiousCollaborativeAmiableOperates with the highest integrity and attention to detailPassionate about efficient, scalable business processesAbility to prioritize and multitask across many projectsBenefitsDay‑one coverage: medical, dental, and vision plans so you’re protected from the startA 401(k) with a 4% company match to keep your future on trackDiscretionary time off - take the time you need, when you need itEmployer‑paid life insurance, with the option to add extra coverage for peace of mindEmployee Assistance Programs for confidential support when life gets complicatedDiscounted pet insurance (because furry family members count, too)A fitness credit to back your health and wellness goalsPre‑tax plans for dependent care, transportation, and flexible spendingCompany OverviewSRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.srsacquiom.com.

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