Data Imports Analyst

SRS Acquiom

Data Imports Analyst responsible for data imports and validation for M&A transactions at SRS Acquiom. Supports accurate setup of shareholder and payment data in NetSuite while ensuring compliance and efficiency.

Posted 7/28/2026full-timeRemote • California, New York • 🇺🇸 United StatesJunior💰 $65,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced proficiency in Microsoft Excel for data manipulation and validation, alongside experience in financial operations and ERP systems like NetSuite. Strong attention to detail and ability to manage competing priorities in a high-volume environment are essential.

Highest-signal resume keywords

Advanced Proficiency In Microsoft ExcelExperience With NetSuiteData Validation And Discrepancy ResolutionFinancial Operations ExperienceBachelor’s Degree In Business Or Related Field

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManipulationData Import And ExportSpreadsheet AuditingCSV File ManagementTemplate StandardizationData AnalysisFinancial Systems ExperienceAttention To DetailProcess DocumentationM&A Lifecycle Knowledge

Soft Skills

Clear CommunicationCross-Functional CollaborationTime ManagementProblem SolvingAdaptability

Tools & Technologies

NetSuiteMicrosoft Excel

Industry Keywords

Financial OperationsData OperationsAnalyst RoleTransaction-Driven EnvironmentPost-Closing Financial Processes

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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

What you’ll need

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

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