Payments Analyst

About the role

SRS Acquiom (SRSA) is looking for a Payments Analyst to join our high-performing Operations team and help power the distribution engine behind complex M&A deals. This role is for someone who thrives in a fast-moving, data-heavy environment, where ambiguity is the norm and thinking critically is non-negotiable. You’ll be at the center of managing payment workflows—tracking everything from shareholder documentation and compliance.

Responsibilities

• Process Letters of Transmittal and other legal documentation submitted via mail and e-mail, complete data entry within the required SLA, and maintain the integrity of the system of record
• Interact with security holders via phone and email regarding deficiencies following the review of account packets
• Create payment files to meet the daily payment deadline
• Process returned payments and stop check requests
• Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike
• Track document retention requirements and implement procedures for proper disposal to remain in compliance with FINRA standards
• Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency
• Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, this may include evening or weekend hours where needed

Requirements

2–5 years of experience in operations, financial services, or other documentation-heavy roles
Comfort working with large volumes of data and handling sensitive information
High attention to detail (yes, we said it again - it really does matter here)
Ability to work collaboratively and build relationships across the organization
Strong written communication skills, especially for stakeholder correspondence and internal handoffs
Self-motivation: you’ll be busy, and you’ll need to manage your time accordingly
Microsoft Excel proficiency
Familiarity with tools like NetSuite, Adobe, and document workflows a plus

Qualifications

Must be available to work standard business hours, and an occasional night/weekend, should they come up.

Benefits

We offer a competitive compensation package including a salary range between $60k and $70k, depending on experience level. Additional benefits include:

• 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

Skills

Strong project management, detail oriented, discretion and excellent communications skills will be essential in this role, as interaction with sophisticated investors and handling of PII will be on-going. This person should be able to work in a fast-paced environment, be able to handle multiple transactions at one time and should have the ability to work both as a teammate within the operations group and with a high level of autonomy on individual projects.

Pay

The salary range for this position is between $60k and $70k, depending on experience level.

Schedule

This is a hybrid position based in our Denver, CO office.