M&A Operations Business 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    

We are growing fast and need an insightful Business Analyst to join our team. You will work as part of a self-managed team to drive business results for Product Owners and stakeholders. Your main tasks will include performing detailed business analysis, troubleshooting production issues, documenting processes, managing data integrity, and performing user acceptance testing. To succeed in this role, you should be naturally analytical, be an effective team player, and be able to explain difficult concepts to non-technical users. This position reports to the Director, Operations Business Analytics.

Location: This is either a fully remote role in the continental U.S., or a hybrid position based in our Denver, CO office.

Compensation: The salary range for this position is between $75k and $82k, depending on experience level.

Primary Responsibilities    

• Create and monitor NetSuite system alerts to ensure data integrity and accuracy.
• Conduct user acceptance testing for new features and system enhancements in NetSuite as well as our various custom-built platforms.
• Gather and document business requirements from cross-functional stakeholders
• Create and maintain documentation of business process flows and procedures
• Submit requests for system enhancements
• Prepare quarterly operational statistics and performance metrics
• Respond to stakeholder inquiries and perform basic troubleshooting for system issues and bugs
• Apply knowledge of M&A Operations team functions, systems, and processes to support business needs.
• Develop, produce, and maintain department metrics for internal and external reporting
• Manage and maintain the Business Analytics knowledge repository
• Build and maintain AI agents to improve operational efficiency and support business processes
• Other duties as assigned

 Required Qualifications & Skills  

• A bachelor’s degree in business or a related field, an MBA, or an equivalent combination of education, training, and experience
• 2 years of applicable operations experience and/or business analysis experience
• Exceptional analytical and conceptual thinking skills
• The ability to influence stakeholders and work closely with them to determine acceptable solutions
• Excellent documentation skills
• Experience creating detailed reports and giving presentations
• Competency in Microsoft applications, including Word, Excel, and Outlook
• A track record of following through on commitments
• Excellent planning, organizational, and time management skills
• Ability to manage competing resources and priorities

Desired Characteristics    

• Prior experience in payment processing, banking operations, or financial transactions
• Exposure to the mergers and acquisitions (M&A) industry or related financial services
• Familiarity with ERP and/or CRM systems; experience with NetSuite is highly desirable
• Proficiency in Microsoft Excel, including pivot tables, macros, and formula-based logic
• Familiarity with accounting fundamentals as applied to payment processing and transaction data
• Experience working in a cross-functional environment with operations, engineering, and/or product teams
• Strong to advanced Excel skills, with general proficiency across the Microsoft suite of products
• A history of leading and supporting successful projects
• Experience with Financial Services or Fin/Tech industries, including security and PII challenges, preferred

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends 
• Ability to work in an open office environment where noise may be a factor
• Ability to work in a fast-paced environment, juggling multiple priorities

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

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.