[Remote] Acquiom Imports Analyst

Note: The job is a remote job and is open to candidates in USA. SRS Acquiom is a financial services technology company that specializes in M&A and loan agency transactions. The Acquiom Imports Analyst will be responsible for interpreting payment and allocation spreadsheets, ensuring data integrity, and importing data into the system of record (NetSuite).

Responsibilities

• 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

Skills

• 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
• Self-motivated and eager to learn complex operational processes
• Intellectually curious, with a willingness to ask questions and understand the “why” behind procedures
• Collaborative and comfortable working as part of a team with shared quality controls
• Critical Thinker
• Professional, approachable, and customer‑focused in written and verbal communication
• Operates with highest integrity and attention to detail
• Passionate about accurate data, process consistency, and scalable operational execution
• Able to prioritize and multitask across multiple deals and deadlines

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

Company Overview