Loan Agency Business Analyst - SRS Acquiom

About SRS Acquiom

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done.

Since 2007, we've brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down.

Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together.

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets.

If you're looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you!

A few benefits our employees enjoy

• Comprehensive benefit plans (medical/dental/vision) starting on day 1
• 401(k) with 4% matching
• Discretionary time off
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)
• Transportation reimbursement
• Benefits reimbursement

Loan Agency Business Analyst Position Summary

We are growing fast and need an insightful Business Analyst to join our Loan Agency team. You will play a crucial role in managing project requirements, optimizing processes, implementing technological tools, and enhancing reporting capabilities. The role involves extensive use of JIRA, developing Excel macros to streamline data processing, and creating detailed reports for stakeholders. The ideal candidate will have strong analytical skills, experience with JIRA, proficiency in Excel (including macro development), a solid background in business reporting, and documenting processes. To succeed in this role, you should be naturally analytical, be an effective team player, and be able to explain difficult concepts to non-technical users.

This role can be hybrid in either Denver, CO or Minneapolis, MN, or fully remote within the US. 

The salary range for this position is between $80,000k and $98,500k, depending on experience.

Loan Agency Business Analyst Primary Responsibilities 

• JIRA Management:
  • Set up and maintain JIRA projects, dashboards, and reporting tools
  • Train and support team members in using JIRA effectively
  • Monitor and report on project statuses using JIRA metrics
• Excel Macro Development:
  • Develop and maintain Excel macros to automate data processing and reporting tasks
  • Optimize existing Excel tools to improve efficiency and accuracy
  • Provide training and sup[port to team members on Excel macro usage
• Reporting and Data Analysis:
  • Create and maintain regular ad-hoc reports to support business decision-making
  • Analyze data to identify trends, insights and opportunities for improvements
  • Present findings and recommendations to stakeholders through clear, actionable reports
• Solution Design and Implementation:
  • Work closely with Product and Engineering teams to design and implement solutions needed to meet business needs
  • Create process models, flowcharts, or other visual aids to support solution development
  • Ensure that solutions are tested and validated before deployment
• Requirement Gathering and Management:
  • Collaborate with stakeholders to gather and document detailed business requirements
  • Ensure that all requirements are clear, testable and aligned with business goals
• Project Management Support:
  • Assist in planning, scheduling, and managing project timelines
  • Identify project risks and issues, and work with teams to develop mitigation strategies
  • Provide regular updates to project managers and stakeholders
• Continuous Improvement:
  • Continuously evaluate and improve business processes and reporting methods
  • Stay updated on industry trends and best practices to recommend enhancements
• Perform other related duties as assigned or requested. 

Loan Agency Business Analyst Required Qualifications & Skills 

• Education:
• Bachelor's degree in business administration, information technology, data analytics or a related field
• Experience:
• 3-5 years of experience in a business analyst role with a focus on JIRA management, Excel macros, and reporting
• Experience in data analysis and reporting within the finance industry is a plus.
• Skills:
• Proficiency in JIRA, including project setup, workflow management, and reporting
• Advanced Excel skills, including macro development and data analysis
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• The ability to influence stakeholders and work closely with them to determine acceptable solutions
• Excellent planning, organizational, and time management skills
• Ability to manage competing resources and priorities
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts with limited oversight or assistance.
• A track record of following through on commitments

Loan Agency Business Analyst Key Competencies: 

• Attention to detail
• Technical proficiency
• Stakeholder management
• Effective communication
• Problem-solving and critical thinking
• Time management and organization

Loan Agency Business Analyst Desired Characteristics 

• Positive attitude
• Self-Motivated
• Collaborative
• Operates with highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multi-task across many projects

Loan Agency Business Analyst Physical Requirements/Special Demands

• Ability to work in an open office environment where noise may be a factor.
• Travel may be necessary, up to 4 times a year.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.