Payments Manager

About the role

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value.

Responsibilities

• Approves daily bank reconciliations, researches, and identifies breaks and properly stores copies in accordance with compliance standards
• Prepares deal-level monthly reconciliation reports for delivery to the Senior Director
• Defines, implements, and monitors controls for the various record review processes
• Ensures all records received are reviewed and meet the requirements in accordance with SLAs so that follow-up can be handled in a timely manner
• Acts as secondary review for clearance of previously identified deficiencies to approve for payment
• Reviews payment instructions for deal transaction expenses, approves complete instructions for payment or identifies deficiencies that require follow-up
• Facilitates the completion of transfers of interest
• Prepares and schedules completed system records for delivery and release into the banking systems according to payment method and bank system deadlines
• Identifies and implements process improvements to enhance customer experience, exceed SLAs, and improve efficiency
• Holds regular 1:1s with subordinates to discuss performance and career goals
• Other duties as assigned

Qualifications

• 1-3 years of operational management experience, including direct supervisory oversight, preferred.
• 1-3 years of Banking/Financial services experience preferred.
• Bachelor’s degree or equivalent experience and/or training.
• Previous experience managing multiple tasks that require a high level of attention to detail in a busy office environment.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Advanced knowledge of Microsoft Office Suite
• Experience using and training staff to use sophisticated CRM systems, such as NetSuite.
• FINRA-licensed Series 99 Operations Professional or the ability to procure within the first year from hire date.

Skills

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Strong attention to detail

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

Pay

The salary range for this position is between $95k and $105k, depending on experience level.

Schedule

This position can be hybrid-based in Denver, CO, or can be fully remote; however, if the candidate is located in the Denver area, there will be a requirement to come into the Denver office approximately once a month to oversee the mail processing that this position’s subordinates are responsible for, to confirm compliance with storing physical documentation.