Shareholder Representative Imports Analyst

Experience with sophisticated ERP systems and developing work streams and workarounds to accomplish the desired business task or requirement

Knowledge of the M&A process a plus

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)

SRS Acquiom is currently searching for a Shareholder Representative Imports Analyst who will be responsible for interpreting complicated post-closing payments allocation spreadsheets, creating guidelines, and manipulating data for import into the system of record.

This function will drive the creation of standard procedures and perform the duties outlined below.

Specific functional responsibility includes interpreting complex spreadsheets and analyzing the same against merger and agreement documentation, ensuring that all data imported to the system of record matches the source documents for each deal and that VIP holders receive confirmation.

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)

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way.

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line.

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves.

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.