Shareholder Representative 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 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. 

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position 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 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

 Required Qualifications & Skills  

• 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

Desired Characteristics    

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends.
• If Remote, travel to the Denver office may be necessary up to three 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. **

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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.