Data Imports Analyst

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Analyze and audit closing allocation and payment spreadsheets, which include shareholder, certificate, tax, and payment instruction data, to ensure thoroughness and precision before importing.

• Standardize and manipulate data utilizing established import templates to create and update Customer information in NetSuite.

• Perform independent validation by contrasting NetSuite records with source documents and import instructions to verify the accuracy of imported data prior to downstream processing.

• Import and export CSV files using saved mappings in NetSuite, ensuring compliance with necessary formatting, field mapping, and validation controls.

• Investigate and resolve data inconsistencies, such as name mismatches, absent holders, certificate discrepancies, or payment variances, escalating issues to cross-functional partners when necessary.

• Work collaboratively with Fulfillment, Relationship Management, Tax, and other Operations teams to confirm data requirements and address queries related to import instructions or source files.

• Consult Operations manuals, templates, and guidelines to comprehend process changes and facilitate business continuity.

• Execute recurring daily and weekly operational tasks on a rotational basis.

• Deliver clear written and verbal updates to internal stakeholders concerning deal status, data issues, and completion milestones.

⛳️ Requirements

• Bachelor’s degree in business, finance, accounting, information systems, or a related field, or an equivalent combination of education, training, and experience.

• Minimum of one year of experience in financial operations, data operations, or a similar analyst role.

• Advanced proficiency in Microsoft Excel, including formulas, lookups, and data manipulation; experience with structured templates is preferred.

• Experience with ERP or financial systems (NetSuite or similar highly preferred) and adherence to detailed, documented procedures.

• Strong attention to detail, with the capability to identify discrepancies across large datasets and multiple source documents.

• Ability to handle competing priorities and meet critical deadlines in a high-volume, transaction-driven environment.

• Comfort in working within cross-functional and geographically distributed teams.

• Familiarity with the M&A lifecycle or post-closing financial processes is an advantage.

🏝️ Benefits

• Day-one coverage: medical, dental, and vision plans to ensure you're protected from the very beginning.

• A 401(k) plan with a 4% company match to help secure your future.

• Discretionary time off - take the time you need, whenever you need it.

• Employer-paid life insurance, with the option to purchase additional coverage for extra peace of mind.

• Employee Assistance Programs for confidential support when life's challenges arise.

• Discounted pet insurance (because your furry family members matter, too).

• A fitness credit to support your health and wellness objectives.

• Pre-tax plans for dependent care, transportation, and flexible spending.