Imports Analyst
S
SRS AcquiomFinancial Services
This position is fully remote within the Continental United States.Full-TimeEntry
Salary65,000 - 72,000 USD per year
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Job Details
- Experience
- At least One year of experience in financial operations, data operations, or an analyst-type role
- Required Skills
- Microsoft ExcelNetSuite
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 ERP or financial systems (NetSuite or similar strongly preferred).
- Strong attention to detail with the ability to identify discrepancies across large datasets.
- 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.
Responsibilities
- Interpret and audit closing allocation and payment spreadsheets, including shareholder, certificate, tax, and payment instruction data.
- 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.
- Import and export CSV files using saved mappings in NetSuite.
- Investigate and resolve data discrepancies including name mismatches, missing holders, certificate differences, or payment variances.
- Collaborate with Fulfillment, Relationship Management, Tax, and other Operations teams.
- Refer to Operations manuals, templates, and guidelines to understand process changes.
- Complete recurring daily and weekly operational tasks on a rotating basis.
- Provide clear written and verbal updates to internal stakeholders regarding deal status and data issues.
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