Shareholder Representative Imports Analyst

SRS Acquiom•Denver, CO

4d•Hybrid

About The Position

SRS Acquiom is currently searching for a Shareholder Representative Imports Analyst who will be responsible for interpreting complicated post-closing payments allocation spreadsheets, creating guidelines, and manipulating data for import into the system of record. This function will drive the creation of standard procedures and perform the duties outlined below. Specific functional responsibility includes interpreting complex spreadsheets and analyzing the same against merger and agreement documentation, ensuring that all data imported to the system of record matches the source documents for each deal and that VIP holders receive confirmation.

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
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
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