Finance & Accounting Coordinator

🏢 Summary: The Finance & Accounting Coordinator oversees daily financial and accounting operations within a fast-paced law firm environment, ensuring accurate transaction processing, cash flow monitoring, and financial recordkeeping. The role supports attorneys and leadership with reporting, budgeting, payroll coordination, and settlement disbursements while maintaining strict compliance and confidentiality. This position combines hands-on bookkeeping with operational financial oversight. 🗂️ Requirements: Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field, Experience in accounting, bookkeeping, or finance coordination, Strong knowledge of bookkeeping and financial recordkeeping principles, Proficiency in QuickBooks, Proficiency in Microsoft Excel, Ability to process and reconcile financial transactions, Ability to maintain confidential financial information, Experience with bank reconciliations and cash flow monitoring 📃 Skills: QuickBooks, Excel, Accounting, Bookkeeping, Payroll, Reconciliation, ACH, WireTransfers, CashFlow, FinancialReporting, Banking, Invoicing 🏢 Description: Why Work For Us Altman Nussbaum Shunnarah Trial Attorneys is a rapidly growing personal injury law firm based in Boston with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need enabling us to best serve our clients. Our attorneys and staff pride themselves on their skill set, experience, compassion, and commitment. We are dedicated to giving our clients the utmost attention and care while fighting for them to get what they deserve. At Altman Nussbaum Shunnarah Trial Attorneys, we take a real approach. We are innovative, always finding ways to be better, and have a go-getter mentality across the board. Each team member plays a critical role in our mission. We know our people are what makes us great. If you're looking for a career where you can help make a difference in the lives of others alongside a supportive team, we encourage you to apply! What We Value Client Commitment Integrity A Will to Win Teamwork Personal Accountability Passion Position Summary The Finance & Accounting Coordinator oversees and supports the daily financial and administrative operations of the law firm. This role is responsible for managing accounting activities, transaction processing, cash flow monitoring, financial recordkeeping, invoice and payment management, and operational financial support. The position serves as a key financial contact for attorneys, firm leadership, vendors, and staff while ensuring accuracy, accountability, confidentiality, and compliance in all financial matters. The ideal candidate is highly organized, detail-oriented, dependable, and capable of managing both high-level financial oversight and day-to-day administrative financial tasks in a fast-paced legal environment. Key Responsibilities - Manage and support all day-to-day financial operations and accounting activities of the firm - Maintain accurate financial records, transaction logs, and supporting documentation - Record, reconcile, and organize financial transactions in QuickBooks and internal tracking systems - Process and reconcile checks, wire transfers, ACH payments, deposits, and vendor payments - Monitor daily cash balances across multiple bank accounts - Track all incoming and outgoing funds with complete accuracy and accountability - Assist with invoice processing, payment scheduling, and timely disbursements - Manage partner distributions, attorney fee payments, operational expenses, rent, utilities, and vendor accounts - Support payroll review and processing activities - Transfer funds between accounts as needed to maintain operational cash flow - Reissue or correct payments and checks when necessary - Track settlement disbursements and attorney fee allocations - Verify accuracy of financial transactions and supporting documentation - Maintain organized financial records for audit, compliance, and reporting purposes - Provide attorneys and firm leadership with account balances, payment updates, and financial reporting information - Respond to finance-related inquiries from attorneys, vendors, and internal staff - Assist leadership with budgeting, financial planning, and operational reporting - Monitor firm cash flow and proactively ensure sufficient funding for firm obligations - Maintain strict confidentiality regarding all financial, legal, and client information - Provide administrative and operational support related to finance functions as needed - Ensure all financial processes are completed accurately, efficiently, and in compliance with firm policies and procedures Qualifications - Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred - Previous accounting, bookkeeping, finance/accounting coordination, or administrative support experience preferred - Experience in a law firm or professional services environment is a plus - Strong knowledge of bookkeeping and financial recordkeeping principles - Proficiency in QuickBooks and Microsoft Office Suite, especially Excel - Strong organizational, multitasking, and time-management skills - Excellent attention to detail and accuracy - Strong communication and interpersonal skills - Ability to handle confidential financial and legal information professionally - Ability to work independently and collaboratively in a team environment - Willingness to learn and adapt to firm financial procedures and operational processes Preferred Skills - Experience managing law firm settlement disbursements and attorney fee payments - Familiarity with payroll processing and bank reconciliations - Understanding of cash flow management and operational accounting - Strong analytical and problem-solving abilities Work Environment - Professional law firm office setting - Fast-paced and deadline-driven environment - High level of confidentiality and accountability required - Collaborative role supporting attorneys, leadership, vendors, and administrative staff Compensation Salary Range: $70,000-$80,000 Benefits package includes medical, dental, and vision options and PTO.

🏢 Summary: Full-time onsite Intake Specialist role supporting a personal injury law firm by handling client intake, gathering case information, and coordinating with legal staff. The position focuses on client communication, case documentation, and efficient case evaluation in a fast-paced environment. 🗂️ Requirements: Strong communication skills, Customer service experience, Excellent organization, Attention to detail, Ability to multitask, Ability to work in a fast-paced environment, Comfort handling sensitive information over the phone, Ability to work onsite in Newton, Massachusetts 📃 Skills: Intake, CustomerService, CallCenter, Documentation, CaseManagement 🏢 Description: Why Work For Us Altman Nussbaum Shunnarah Trial Attorneys is a rapidly growing personal injury law firm based in Boston with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need enabling us to best serve our clients. Our attorneys and staff pride themselves on their skill set, experience, compassion, and commitment. We are dedicated to giving our clients the utmost attention and care while fighting for them to get what they deserve. At Altman Nussbaum Shunnarah Trial Attorneys, we take a real approach. We are innovative, always finding ways to be better, and have a go-getter mentality across the board. Each team member plays a critical role in our mission. We know our people are what makes us great. If you're looking for a career where you can help make a difference in the lives of others alongside a supportive team, we encourage you to apply! What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion Are you passionate about helping people and being the first step in connecting clients with legal support? We're looking for a friendly, organized, and detail-oriented Intake Specialist to join our growing team. In this role, you will be the first point of contact for potential clients, gathering important information and ensuring cases are properly evaluated and directed to the legal team. This is a 100% onsite position at our office in Newton, Massachusetts. We believe the best work happens when our team collaborates together in person. What You'll Do: - Be the first connection: Answer incoming calls and respond to online inquiries from potential clients seeking legal assistance. - Conduct intakes: Gather key details about accidents and injuries while guiding clients through the initial intake process. - Capture critical information: Accurately enter client information and case details into the firm's case management system. - Support case evaluation: Work closely with attorneys and staff to ensure cases are reviewed and routed efficiently. - Deliver excellent service: Provide compassionate and professional communication to clients during what is often a stressful time. What You Need: - Strong communication and customer service skills - Excellent organization and attention to detail - Ability to multitask and stay organized in a fast-paced environment - Comfort speaking with clients over the phone and gathering sensitive information - Experience in intake, customer service, call centers, or legal environments is preferred but not required - Ability to work onsite in the Boston office What You Get: - Full-time position with opportunities to grow within a respected personal injury law firm - Work with a collaborative group dedicated to helping clients receive the representation they deserve Ready to be the first step in helping clients get the legal support they need? Apply today and join our dedicated team.

🏢 Summary: Full-time onsite Intake Specialist role supporting a personal injury law firm by handling client intake, gathering case information, and coordinating with legal staff. The position focuses on client communication, case data entry, and efficient case routing in a fast-paced environment with growth opportunities. 🗂️ Requirements: Strong communication skills, Customer service skills, Excellent organization, Attention to detail, Ability to multitask, Ability to work in a fast-paced environment, Comfort speaking with clients by phone, Ability to gather sensitive information, Ability to work onsite in Newton, Massachusetts 📃 Skills: CRM, Dataentry, Customerservice, Communication, Callcenter 🏢 Description: Why Work For Us Altman Nussbaum Shunnarah Trial Attorneys is a rapidly growing personal injury law firm based in Boston with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need enabling us to best serve our clients. Our attorneys and staff pride themselves on their skill set, experience, compassion, and commitment. We are dedicated to giving our clients the utmost attention and care while fighting for them to get what they deserve. At Altman Nussbaum Shunnarah Trial Attorneys, we take a real approach. We are innovative, always finding ways to be better, and have a go-getter mentality across the board. Each team member plays a critical role in our mission. We know our people are what makes us great. If you're looking for a career where you can help make a difference in the lives of others alongside a supportive team, we encourage you to apply! What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion Are you passionate about helping people and being the first step in connecting clients with legal support? We're looking for a friendly, organized, and detail-oriented Intake Specialist to join our growing team. In this role, you will be the first point of contact for potential clients, gathering important information and ensuring cases are properly evaluated and directed to the legal team. This is a 100% onsite position at our office in Newton, Massachusetts. We believe the best work happens when our team collaborates together in person. What You'll Do: - Answer incoming calls and respond to online inquiries from potential clients seeking legal assistance - Gather key details about accidents and injuries while guiding clients through the initial intake process - Accurately enter client information and case details into the firm's case management system - Work closely with attorneys and staff to ensure cases are reviewed and routed efficiently - Provide compassionate and professional communication to clients during stressful situations What You Need: - Strong communication and customer service skills - Excellent organization and attention to detail - Ability to multitask and stay organized in a fast-paced environment - Comfort speaking with clients over the phone and gathering sensitive information - Experience in intake, customer service, call centers, or legal environments is preferred but not required - Ability to work onsite in the Boston office What You Get: - Full-time position with opportunities to grow within a respected personal injury law firm - Supportive and collaborative team environment dedicated to helping clients receive representation they deserve

🏢 Summary: Full-time onsite Intake Specialist role supporting a personal injury law firm by handling client intake, gathering case information, and coordinating with legal staff. The position focuses on client communication, case documentation, and efficient case routing in a fast-paced environment with growth opportunities. 🗂️ Requirements: Strong communication skills, Customer service experience, Excellent organizational skills, Attention to detail, Ability to multitask, Ability to work in a fast-paced environment, Comfort handling sensitive client information, Ability to work onsite in Newton, Massachusetts 📃 Skills: Intake, CustomerService, CallCenter, Documentation, CaseManagement, Communication, Multitasking 🏢 Description: Why Work For Us Alexander Shunnarah Trial Attorneys is a rapidly growing personal injury law firm based in Alabama with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need enabling us to best serve our clients. Our attorneys and staff pride themselves on their skill set, experience, compassion, and commitment. We are dedicated to giving our clients the utmost attention and care while fighting for them to get what they deserve. At Alexander Shunnarah Trial Attorneys, we take a real approach. We are innovative, always finding ways to be better, and have a go-getter mentality across the board. Each team member plays a critical role in our mission. We know our people are what makes us great. What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion Are you passionate about helping people and being the first step in connecting clients with legal support? We're looking for a friendly, organized, and detail-oriented Intake Specialist to join our growing team at Altman Nussbaum Shunnarah Trial Attorneys. In this role, you will be the first point of contact for potential clients, gathering important information and ensuring cases are properly evaluated and directed to the legal team. This is a 100% onsite position at our office in Newton, Massachusetts. We believe the best work happens when our team collaborates together in person. What You'll Do: - Answer incoming calls and respond to online inquiries from potential clients seeking legal assistance - Gather key details about accidents and injuries while guiding clients through the initial intake process - Accurately enter client information and case details into the firm's case management system - Work closely with attorneys and staff to ensure cases are reviewed and routed efficiently - Provide compassionate and professional communication to clients during stressful situations What You Need: - Strong communication and customer service skills - Excellent organization and attention to detail - Ability to multitask and stay organized in a fast-paced environment - Comfort speaking with clients over the phone and gathering sensitive information - Experience in intake, customer service, call centers, or legal environments is preferred but not required - Ability to work onsite in the Boston office What You Get: - Full-time position with opportunities to grow within a respected personal injury law firm - Collaborative and supportive team environment dedicated to helping clients receive representation they deserve Alexander Shunnarah Trial Attorneys is committed to a diverse and inclusive workplace. Alexander Shunnarah Trial Attorneys is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

🏢 Summary: Full-time onsite Case Manager role supporting personal injury pre-litigation and some litigation matters. The position involves working closely with attorneys, managing case documentation and deadlines, and communicating with clients, providers, and insurance companies. The offer includes competitive pay, uncapped commission potential, and comprehensive benefits. 🗂️ Requirements: 3+ years of personal injury legal case management, legal assistant, or bodily insurance claims negotiation experience, Experience drafting and reviewing legal documents, Experience managing medical records, Knowledge of personal injury cases, Proficiency in Microsoft Office, Strong verbal and written communication skills, Ability to manage documents, deadlines, and case details, Experience with FileVine or other case management systems preferred 📃 Skills: Microsoft, FileVine, Litigation, Documentation, Negotiation, Claims, Records 🏢 Description: Why Work For Us Alexander Shunnarah Trial Attorneys is a rapidly growing personal injury law firm based in Alabama with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need enabling us to best serve our clients. Our attorneys and staff pride themselves on their skill set, experience, compassion, and commitment. We are dedicated to giving our clients the utmost attention and care while fighting for them to get what they deserve. At Alexander Shunnarah Trial Attorneys, we take a real approach. We are innovative, always finding ways to be better, and have a go-getter mentality across the board. Each team member plays a critical role in our mission. What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion Are you ready to make a significant impact in personal injury cases? We're on the lookout for a dedicated and detail-oriented Case Manager to join our team and support our attorneys through all phases of pre-litigation and some litigation. If you're passionate about client advocacy and have experience as a Claims Adjuster or Personal Injury Case Manager/Legal Assistant, this role is perfect for you. This is a 100% onsite role at our downtown Birmingham office on 4th Ave N. What You'll Do: - Drive Success: Manage personal injury pre-litigation and some litigation cases, providing essential support to attorneys and clients. - Be a Key Player: Work closely with attorneys throughout all phases of pre-litigation, ensuring smooth and efficient case progression. - Engage Directly: Maintain effective communication with clients, providers, and insurance companies, handling inquiries and updates with precision. - Stay Organized: Utilize your organizational skills and proactive approach to manage documents, deadlines, and case details effectively. What You Need: Experience: - Minimum 3 years of Personal Injury Legal Case Manager/Legal Assistant, or Bodily Insurance Claims Negotiation experience required; 5+ years preferred - Proven ability in drafting and reviewing legal documents. - Experience in medical records management and understanding personal injury cases (highly preferred). - Tech-Savvy: Proficiency in Microsoft Office (2 years required) and familiarity with FileVine or other case management systems (preferred). - Communication Skills: Excellent verbal and written communication skills are essential for this role. What You Get: - A Great Role: Full-time position with opportunities to grow and contribute to impactful cases. - Comprehensive Benefits: Dental, vision, and health insurance, plus supplemental insurance and paid time off. - A Supportive Environment: Join a team that values collaboration, innovation, and your professional development. - A Competitive Salary: $25/hour ($52,000/year) + uncapped commission plan (~$1000-3000/month on average) Alexander Shunnarah Trial Attorneys is committed to a diverse and inclusive workplace. Alexander Shunnarah Trial Attorneys is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

🏢 Summary: Early-career Trial Attorney role handling high-volume personal injury litigation cases from intake through trial or settlement. The position involves client communication, depositions, motions, mediations, and serving as lead counsel in jury trials with strong operational and AI-supported legal resources. 🗂️ Requirements: Licensed to practice law, Active and good standing State Bar membership, Currently located in the state where the job is posted, Trial advocacy or moot court experience preferred, Ability to manage high-volume caseloads, Strong litigation and courtroom skills, Exceptional communication skills 📃 Skills: Litigation, Mediation, Depositions, Trials, Motions, Advocacy, AI 🏢 Description: Why Work For Us Alexander Shunnarah Trial Attorneys is a rapidly growing personal injury law firm with offices across the nation. The firm handles complex cases and provides attorneys and staff with the support needed to best serve clients. Team members value skill, experience, compassion, commitment, innovation, and accountability. What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion What You'll Do - Manage approximately 150 cases, with around 50 actively in litigation each month, guiding each case from intake through settlement or jury verdict. - Maintain proactive and transparent communication with clients throughout the legal process. - Conduct depositions, draft and respond to motions, lead mediations, and develop case strategies. - Serve as lead counsel in jury trials and advocate for favorable client outcomes. What You Need - Licensed to practice law. - Trial advocacy and/or moot court experience strongly preferred. - Active and in good standing with the local State Bar. - Multiple state bar admissions preferred. - Must currently be located in the state where the job is posted. - Exceptional communication skills and ability to articulate case strategies. What You Get Compensation and Benefits: - Attorneys typically earn between $150,000 and $350,000 annually. - Starting base salary for this early career position is expected to be closer to $80,000–$100,000. - Dedicated office space. - Support from at least one case manager and one paralegal. - Access to proprietary AI software for demand letter drafting and practice efficiency. - Faster medical records retrieval through the in-house medical records company. - Professional development opportunities and collaborative legal support. - All legal expenses incurred during the life of a case are covered by the firm. How to Apply Submit a resume detailing relevant experience and answer the required application questions. Cover letters and trial experience submissions are optional. Alexander Shunnarah Trial Attorneys is committed to a diverse and inclusive workplace and is an equal opportunity employer.

🏢 Summary: Full-time on-site Legal Assistant role supporting attorneys in personal injury pre-litigation and some litigation matters. The position involves managing case files, drafting legal documents, handling medical records, and communicating with clients and insurance companies. Ideal for candidates with prior legal assistant or case management experience in a fast-paced environment. 🗂️ Requirements: Minimum 1 year Legal Assistant or Case Manager experience, Experience drafting and reviewing legal documents, Experience managing medical records, Understanding of personal injury cases, Proficiency in Microsoft Office (minimum 2 years), Strong verbal and written communication skills, Ability to work 100% on-site 📃 Skills: Microsoft, FileVine, Office, CaseManagement, LegalDrafting, MedicalRecords 🏢 Description: Why Work For Us Alexander Shunnarah Trial Attorneys is a rapidly growing personal injury law firm with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need to best serve our clients. Our attorneys and staff pride themselves on their skill set, experience, compassion, and commitment. We are dedicated to giving our clients the utmost attention and care while fighting for them to get what they deserve. What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion Are you ready to make a significant impact in personal injury cases? We're looking for a dedicated and detail-oriented Legal Assistant to support our attorneys through all phases of pre-litigation and some litigation. This is a 100% on-site position. What You'll Do: - Manage personal injury pre-litigation and some litigation cases, providing essential support to attorneys and clients. - Work closely with attorneys throughout all phases of pre-litigation to ensure smooth case progression. - Maintain effective communication with clients, providers, and insurance companies, handling inquiries and updates. - Manage documents, deadlines, and case details effectively. What You Need: Experience: - Minimum 1 year of Legal Assistant or Case Manager experience required; 3–5 years preferred. - Proven ability in drafting and reviewing legal documents. - Experience in medical records management and understanding personal injury cases (highly preferred). Technical Skills: - Proficiency in Microsoft Office (2 years required). - Familiarity with FileVine or other case management systems (preferred). - Excellent verbal and written communication skills. What You Get: - Full-time position with opportunities to grow and contribute to impactful cases. - Dental, vision, and health insurance, plus supplemental insurance and paid time off. - A collaborative and supportive team environment focused on professional development. Alexander Shunnarah Trial Attorneys is committed to a diverse and inclusive workplace and is an equal opportunity employer.

🏢 Summary: Full-time, on-site Case Manager role supporting attorneys in personal injury pre-litigation and some litigation cases. The position focuses on managing case files, drafting and reviewing legal documents, handling medical records, and maintaining communication with clients and insurance providers. Ideal for candidates with legal case management experience who thrive in a fast-paced, detail-oriented environment. 🗂️ Requirements: Minimum 1 year Legal Case Manager experience, Experience drafting and reviewing legal documents, Experience managing medical records, Understanding of personal injury cases, Proficiency in Microsoft Office (minimum 2 years), Strong verbal and written communication skills, Ability to work 100% on-site 📃 Skills: Microsoft, FileVine, Litigation, Pre-litigation, Documentation, MedicalRecords, CaseManagement 🏢 Description: Why Work For Us Alexander Shunnarah Trial Attorneys is a rapidly growing personal injury law firm with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need to best serve our clients. Our team prides itself on skill, experience, compassion, and commitment, giving clients the utmost attention and care while fighting for what they deserve. What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion Are you ready to make a significant impact in personal injury cases? We are seeking a dedicated and detail-oriented Case Manager to support attorneys through all phases of pre-litigation and some litigation. This is a 100% on-site position. What You'll Do: - Manage personal injury pre-litigation and some litigation cases, providing essential support to attorneys and clients. - Work closely with attorneys throughout all phases of pre-litigation to ensure smooth case progression. - Maintain effective communication with clients, providers, and insurance companies, handling inquiries and updates. - Manage documents, deadlines, and case details with strong organizational skills and a proactive approach. What You Need: Experience: - Minimum 1 year of Legal Case Manager experience required; 3–5 years preferred. - Proven ability in drafting and reviewing legal documents. - Experience in medical records management and understanding personal injury cases (highly preferred). Technical Skills: - Proficiency in Microsoft Office (2 years required). - Familiarity with FileVine or other case management systems (preferred). - Excellent verbal and written communication skills. What You Get: - Full-time position with opportunities for growth. - Dental, vision, and health insurance. - Supplemental insurance and paid time off. - Supportive, collaborative work environment focused on professional development. Alexander Shunnarah Trial Attorneys is committed to a diverse and inclusive workplace and is an equal opportunity employer.

🏢 Summary: Full-time onsite Intake Specialist role supporting a personal injury law firm by handling client intake, gathering case information, and coordinating with the legal team. The position focuses on client communication, case documentation, and administrative support in a fast-paced environment with growth opportunities. 🗂️ Requirements: Strong communication skills, Customer service experience, Excellent organization, Attention to detail, Ability to multitask, Ability to work in a fast-paced environment, Comfort handling sensitive information, Ability to work onsite in Newton, Massachusetts 📃 Skills: Intake, Customer-service, Call-centers, Case-management 🏢 Description: Why Work For Us Alexander Shunnarah Trial Attorneys is a rapidly growing personal injury law firm with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need to best serve clients. What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion We are looking for a friendly, organized, and detail-oriented Intake Specialist to join the team. In this role, you will be the first point of contact for potential clients, gathering important information and ensuring cases are properly evaluated and directed to the legal team. This is a 100% onsite position at the office in Newton, Massachusetts. What You'll Do: - Answer incoming calls and respond to online inquiries from potential clients seeking legal assistance - Gather key details about accidents and injuries while guiding clients through the intake process - Accurately enter client information and case details into the firm's case management system - Work closely with attorneys and staff to ensure cases are reviewed and routed efficiently - Provide compassionate and professional communication to clients during stressful situations What You Need: - Strong communication and customer service skills - Excellent organization and attention to detail - Ability to multitask and stay organized in a fast-paced environment - Comfort speaking with clients over the phone and gathering sensitive information - Experience in intake, customer service, call centers, or legal environments is preferred but not required - Ability to work onsite in the Boston office What You Get: - Full-time position with opportunities to grow within a personal injury law firm - Collaborative and supportive team environment Alexander Shunnarah Trial Attorneys is committed to a diverse and inclusive workplace and is an equal opportunity employer.

🏢 Summary: The Director of Payments Operations leads and oversees end-to-end shareholder and closing-day payment operations, ensuring accuracy, compliance, and timely execution within banking and regulatory standards. The role manages payments leadership, drives operational controls, reconciliation governance, FX execution support, and cross-functional process improvements. This position requires strong expertise in payment operations, compliance, and team leadership within financial services. 🗂️ Requirements: 5+ years experience in banking, financial services, payments, escrow, or transaction operations, 3+ years people management experience, including managing managers and multi-workstream teams, Bachelor's degree in finance, accounting, economics, or operations (or equivalent experience), FINRA Series 99 license or ability to obtain within 365 days, Expertise in payment operations, reconciliations, exception management, and operational controls, Experience with bank operations and managing escalations, Working knowledge of foreign exchange processes and controls, Advanced proficiency in Microsoft Office Suite, Experience with CRM/ERP systems (e.g., NetSuite), Legal authorization to work in the United States without visa sponsorship 📃 Skills: Payments, Reconciliations, Compliance, FINRA, Series99, ForeignExchange, MicrosoftOffice, NetSuite, CRM, ERP 🏢 Description: About SRS Acquiom 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. A few benefits our employees enjoy 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 A fitness credit to back your health and wellness goals Pre-tax plans for dependent care, transportation, and flexible spending Position Summary The Director of Payments Operations leads the end-to-end Payments function, with direct oversight of the Payments Managers and the Manager of Payments Compliance. This role is accountable for ensuring shareholder and closing-day payments are executed accurately, on time, and in accordance with deal requirements, internal controls, bank cutoffs, and regulatory/compliance standards. The Director partners closely with Reconciliation, Client Service, Relationship Management, Business Analysts, Product Managers and bank partners to drive operational excellence, reduce payment exceptions and failures, and continuously improve scalability and customer experience. The successful candidate demonstrates a hands-on, self-motivated approach to leadership, brings strong operational judgment, and communicates effectively across internal and external stakeholders. They are highly organized in a fast-paced environment, able to manage competing priorities, and experienced in building and developing high-performing teams through hiring, coaching, and performance management. A Series 99 FINRA license is required for this position. Compensation The salary range for this position is between $125k and $135k, depending on experience level. Primary Responsibilities Own daily execution and oversight of shareholder and closing-day payment operations, including payment file release governance, bank cutoffs, and Service Level Agreement (SLA) adherence. Lead and develop the Payments leadership team, providing coaching, setting goals, and ensuring appropriate staffing, training, and coverage. Establish, implement, and monitor operational controls for record review, payment instruction validation, customer validation, fraud prevention, and documentation retention. Oversee exception management for returned, delayed, or failed payments and ensure escalations are executed with bank partners as needed. Ensure payment files contain required data elements and quality checks to reduce transaction failures. Provide support for Foreign Exchange (FX) execution and operational readiness, including accurate instruction of FX trades and validation of system configuration for multi-currency payment batches. Own reconciliation governance, review trends in breaks, ensure timely resolution, and ensure auditability of supporting evidence. Partner cross-functionally to drive continuous improvement and deliver technology-enabled solutions. Maintain and enforce standard operating procedures, training materials, and a knowledge repository. Produce and deliver regular statistical reporting to senior leadership on payment timeliness, exception volumes, reconciliation status, and root-cause trends. Ensure team performance management processes are executed effectively. Other duties as assigned. Required Qualifications & Skills 5+ years of banking, financial services, payments, escrow, or transaction operations experience (or equivalent). 3+ years of people management experience, including managing managers and leading multi-workstream teams. Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) required. FINRA-licensed Series 99 Operations Professional, or willingness and ability to obtain within 365 days of hire. Demonstrated expertise in payment operations, reconciliations, exception management, and operational controls. Strong analytical, problem-solving, and decision-making skills. Experience partnering with bank operations and customer service teams to manage escalations and meet processing cutoffs. Working knowledge of foreign exchange processes and controls. Advanced proficiency with Microsoft Office Suite; experience with CRM/ERP systems such as NetSuite. Physical Requirements/Special Demands Availability to work a non-traditional work-week that may require more than 40 hours per week if needed. Ability to work under tight timelines and manage multiple critical deadlines. We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Equal Opportunity Qualified individuals are assessed without regard to protected status. Requests for reasonable accommodation should be directed to Human Resources.