Acquiom Imports Analyst

About SRS Acquiom    

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. 

A few benefits our employees enjoy

• 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 

Position Summary    

SRS Acquiom is currently seeking a Acquiom Imports Analyst who will be responsible for interpreting complicated payment and allocation spreadsheets, creating guidelines and manipulating data for import into the system of record (Netsuite) on a daily, weekly and monthly basis.  The Imports Analyst role will support the accurate and timely setup and validation of shareholder and payment data for M&A (Mergers and Acquisitions) transactions. This entry‑level role is responsible for interpreting client‑provided spreadsheets and import instructions, standardizing and validating data, and importing that data into NetSuite in accordance with established procedures.

The Acquiom Imports Analyst plays a critical role in ensuring data integrity by performing data imports and independent validation to confirm that all records created in NetSuite align with source documents and deal instructions.

Location: This position is fully remote within the Continental United States. 

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

Primary 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 & Skills  

• 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 structured templates preferred
• 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
• Knowledge of the M&A lifecycle or post‑closing financial processes is a plus

Desired Characteristics    

• 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 

Physical Requirements/Special Demands   

• 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.

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This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.