Shareholder Representative Imports Analyst

About SRS Acquiom

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M A and loan agency transactions more efficiently.

Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services.

Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value.

We’re equally committed to building careers as we are to building solutions. 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 oc…