Shareholder Representative Imports Analyst
S
SRS AcquiomFinancial services
This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.Full-TimeJunior
Salary65,000 - 72,000 USD per year
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Job Details
- Experience
- 2-3 years
- Required Skills
- VBAMicrosoft ExcelOrganizational skillsTime Management
Requirements
- 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
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
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