Imports Analyst

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SRS Acquiom

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💰 $6.000.000 Series A em 2014-08

SRS Acquiom oferece uma maneira mais inteligente de realizar negócios com soluções que reduzem o ônus administrativo durante todo o ciclo de vida do negócio. Nossos serviços incluem pagamento e serviços de agente escrow, solicitação e relatórios de documentos online, representação profissional de acionistas e salas de dados virtuais. Para transações de empréstimos e créditos, fornecemos serviços de agente administrativo independente, colateral e sub-agente. Desde 2007, ajudamos partes sofisticadas de negócios a reduzir o arrasto administrativo, permitindo que se concentrem em construir excelentes negócios e maximizar valor. SRS Acquiom | Eleve Seus GanhosPublicações de terceiros não refletem as opiniões da SRS Acquiom e não foram revisadas pela empresa quanto à completude ou precisão.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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