Shareholder Representative, Imports Analyst

SRS Acquiom

Shareholder Representative Imports Analyst managing post-closing payments allocation for SRS Acquiom, analyzing complex spreadsheets and ensuring data accuracy. Collaborating with multiple teams for shareholder reporting and data management.

Posted 5/28/2026full-timeDenver • Colorado • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $72,000 per yearWebsite

Tech Stack

Tools & technologies

ERPVBA

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data manipulationdata interpretationMicrosoft ExcelVBAERP systemsfinancial operations analysisreportingwork stream developmentformula writingM&A process knowledge

Soft Skills

time managementorganizational skillsability to work under pressurecommunication skillscustomer servicevendor relationship managementcross-functional collaborationadaptabilityproblem-solvingattention to detail

Certifications

bachelor's degree in business