Data Imports Analyst

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🔥 1 minute ago

🏄 California, New York – Remote

🏄 California – Remote 🗽 New York – Remote

💵 $65k - $72k / year

⏰ Full Time

🟢 Junior

📉 Data Analyst

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SRS Acquiom

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

⚖️ Legal

🛡️ Insurance

💰 $6M Series A on 2014-08

Consulting • Legal • Insurance

SRS Acquiom is a financial services company that offers innovative solutions to simplify and streamline the administrative processes involved in mergers and acquisitions (M&A). Specializing in VC-backed and private equity M&A deals, their services include escrow and holdback management, M&A payments administration, professional shareholder representation, and more. SRS Acquiom has been helping clients reduce administrative burdens in deal management since 2007, allowing them to focus on maximizing business value and growth.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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