Shareholder Representative Imports Analyst

SRS Acquiom•Denver, CO

5d•Hybrid

About The Position

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 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.

Requirements

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

Nice To Haves

VBA experience a plus
Knowledge of the M&A process a plus

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