Acquiom Imports Analyst

Summary: SRS Acquiom is a leading company in financial services technology, known for its innovative solutions in M&A and loan agency transactions. They are looking for an Acquiom Imports Analyst responsible for interpreting complex payment and allocation spreadsheets and ensuring data integrity for M&A transactions through data manipulation and validation in NetSuite. 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 Required Qualifications: - 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 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 - Ability to manage competing priorities and meet critical deadlines in a high‑volume, transaction‑driven environment - Comfort working in cross‑functional and geographically distributed teams - Must be available to work standard business hours, with occasional nights or weekends as required by deal activity - If Remote, travel may be necessary to the Denver office up to 3 times per year - We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process Preferred Qualifications: - Experience working with structured templates preferred - Knowledge of the M&A lifecycle or post‑closing financial processes is a plus - Self-motivated and eager to learn complex operational processes - Intellectually curious, with a willingness to ask questions and understand the “why” behind procedures - Collaborative and comfortable working as part of a team with shared quality controls - Critical Thinker - Professional, approachable, and customer‑focused in written and verbal communication - Operates with highest integrity and attention to detail - Passionate about accurate data, process consistency, and scalable operational execution - Able to prioritize and multitask across multiple deals and deadlines Required Skills: Microsoft Excel, NetSuite, Data manipulation, Financial operations, Data validation, CSV file import/export, Mergers and Acquisitions (M&A) lifecycle 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