Imports Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

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

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

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

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

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

• Collaborate with Fulfillment, Relationship Management, Tax, and other Operations teams to verify data requirements and clarify any questions regarding import instructions or source files.

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

• Execute recurring daily and weekly operational tasks on a rotating schedule.

• 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 a comparable combination of education, training, and experience.

• A minimum of one year of experience in financial operations, data operations, or an analyst-type position.

• 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 is highly preferred) and adherence to detailed, documented procedures.

• Strong attention to detail with the capacity to identify discrepancies across large datasets and various 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 an advantage.

🏝️ Benefits

• 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 support your health and wellness goals.

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