SRS Acquiom is a financial services technology company focused on M&A and loan agency transactions. The Release Analyst role involves managing the post-closing stage of M&A deals, ensuring the distribution of funds to shareholders while handling multiple projects and collaborating with various teams.
Responsibilities
- Manage multiple releases simultaneously – Track each deal through its phases, monitor progress, and keep everything moving forward
- Dig into spreadsheets – Review and interpret capitalization tables and financial models from a wide variety of sources
- Work across teams and with outside parties – Partner with Compliance, Client Services, Payments, and banks to coordinate steps and resolve issues
- Keep systems accurate – Ensure NetSuite (our system of record) reflects finalized figures for each deal
- Handle shared team tasks – Complete recurring daily and weekly responsibilities on a rotation basis
- Communicate clearly – Provide updates and information to clients and colleagues in writing and on calls
Skills
- Bachelor's degree from an accredited university
- Advanced Excel skills required – Comfortable with formulas, pivot tables, and interpreting complex data
- Strong organizational skills for managing many projects at once
- Ability to work independently and meet deadlines in a remote or hybrid environment
- Close attention to detail, especially when handling financial data
- Experience in a client-facing or professional service environment is helpful
- NetSuite experience would be an added benefit
- Project Management experience
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 back your health and wellness goals
- Pre‑tax plans for dependent care, transportation, and flexible spending
Company Overview
SRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.srsacquiom.com.