Tax Operations Analyst

🏢 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.

🏢 Summary: Business Intelligence Analyst responsible for sales reporting, forecasting, and CRM/ERP data analysis to deliver actionable insights and executive dashboards. The role focuses on Salesforce data quality, KPI tracking, and supporting new CRM initiatives including API integrations. This is a hybrid position supporting data-driven decision-making across sales and marketing operations. 🗂️ Requirements: Bachelor's degree or equivalent experience, 3+ years of experience in an analytical role, 2+ years of Salesforce experience, Intermediate to advanced Excel skills, Experience with sales reporting and data analysis, Ability to work with CRM and ERP systems, Legal authorization to work in the United States without visa sponsorship 📃 Skills: Salesforce, NetSuite, Excel, Tableau, PowerBI, CRM, ERP, CPQ, RevenueCloud, APIs, Pitchbook 🏢 Description: About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. 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 (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 Position Summary This Business Intelligence Analyst role will support the execution and continuous improvement of sales reporting and business intelligence, leveraging our CRM, ERP, and other technological platforms to turn raw data into actionable insights. The company currently utilizes Salesforce for its CRM platform and NetSuite for its ERP platform. The Business Intelligence Analyst will be highly detail-oriented, possess excellent communication skills, be able to assemble and present findings, thrive when working with data, analyze results, and understand key drivers of our business. Location: This is a hybrid position based in our Denver, CO office. Compensation: The salary range for this position is between $75k and $82k, depending on experience level. Primary Responsibilities Sales forecasting, pipeline management, tracking metrics against production goals, building out new CRM capabilities, and executive reporting. Support and maintain data quality in Salesforce Analysis of sales and marketing activity through researching deal documentation to identify trends and confirm results Create data visualizations and dashboards to track KPIs Help with special data and business intelligence projects Coordinate, analyze, and meet data needs among various stakeholder groups Project Management of new CRM initiatives, including API integrations Required Qualifications & Skills Bachelor's degree or equivalent experience 3+ years of experience in an analytical capacity 2+ years of Salesforce experience Intermediate to advanced Excel skills Strong analytical, critical thinking, and presentation skills Preferred Qualifications: Experience in financial services or B2B Salesforce Administrator or other certifications Experience with CPQ, Revenue Cloud, or other pricing software Some experience with market research - Pitchbook or other financial databases, research from published data sources Experience with ERP system Tableau or Power BI experience Desired Characteristics Self-motivated Intellectually curious Collaborative Amiable Operates with the highest integrity Strong attention to detail Passionate about efficient, scalable business processes Ability to prioritize and multi-task across many projects ** 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 (such as IP address, device/browser signals, and email/phone characteristics) 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. Learn more in our Privacy Policy. 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.

🏢 Summary: Senior Data Engineer role focused on building and scaling an internal data platform that enables secure, governed, and self-service access to data for software development and analytics teams. The position involves designing data architectures, implementing pipelines, and ensuring compliance, security, and high availability across AWS-based infrastructure. This is a fully remote role within the Continental U.S. with competitive compensation and comprehensive benefits. 🗂️ Requirements: B.S. in Computer Science or equivalent experience, 6+ years of SQL experience, 6+ years of relational database design and programming (PostgreSQL, MySQL), Experience managing AWS data infrastructure (S3, RDS, Kafka, Glue, Athena, etc.), Experience with Java, JavaScript, or Python, Experience with modern data architectures (event-driven, CDC, pub/sub), Experience with API platform design and security practices, Legal authorization to work in the U.S. without visa sponsorship 📃 Skills: SQL, PostgreSQL, MySQL, PLpgSQL, AWS, S3, RDS, Kafka, Glue, Athena, QuickSight, DataZone, Java, JavaScript, Python, API, CDC, PubSub, CI/CD, Docker, Kubernetes, Terraform, NetSuite, Salesforce, Workday, Pendo, Grafana, Kibana, Elasticsearch, OpenTelemetry, Boomi, HIPAA, PCI, SEC, FINRA, Agile, Kanban 🏢 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. We're equally committed to building careers as we are to building solutions. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. 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 (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 Position Summary We are growing our Platform Engineering team and are looking to add a Senior Data Engineer who will be able to help build our internal data platform. This data platform is central to ensuring that our software development and data analytics teams have governed access to the data they need. As a Senior Data Engineer on the Platform Team, you will be a part of driving the design, development, and implementation of our data platforms. Your responsibilities include partnering with the architect and engineering teams in developing our platform, as well as providing best practices and approaches to ensure security, resiliency, and availability of solutions. You will be challenged to create strategies that ensure the secure consumption of the platform through continuous innovation, simplification, and self-service automation. Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. Compensation: The salary range for this position is between $145k and $160k, depending on experience level. Primary Responsibilities Participate in all initiatives keeping all compliance, security and regulatory needs satisfied Be a thought leader by staying abreast of current and emerging technologies and industry trends. Work with your peers to design and build data platform capabilities and incorporate the necessary automations and tool configurations that ensure agile delivery and secure consumption Design and implement processes and tools that enable product engineering and BI/Analytics teams to consume an extensible and scalable data platform, which enforces all needed governance and consistent operational models Be a trusted advisor for initiatives by providing objective, practical, and relevant ideas, insights, and advice while also building organizational partnerships and networks to ensure comprehensive capabilities are developed with input from appropriate business and Engineering resources Directly support the use and delivery of data platform services in the organization Ensure that all data platform solutions follow established security and compliance controls Maintain existing and future software services code and configuration Make recommendations for improvements to existing architecture Help implement new technologies for future deployment Provide technical guidance, knowledge transfers, and mentorship to clients on their data platform adoption Help implement and improve the development of data pipelines Other duties as assigned Required Qualifications & Skills B.S. in Computer Science or equivalent experience, 6+ years of experience with and strong working knowledge of SQL required, and understanding of data models is preferred 6+ years of experience with or strong knowledge of Postgresql, MySQL, or other relational database design and programming: stored procedures, functions, PL/pgSQL Experience with or working knowledge of managing AWS Data Infrastructure: S3, RDS, Managed Streaming Kafka, Lake Formation, Glue, Glue Data Catalog, Athena, Quicksight, DataZone Experience with systems engineering and/or software development: Java, Javascript, Python Experience with modern API platform design, security practices, and data architectures: event-driven architecture, change data capture, pub/sub Preferred Qualifications & Skills Experience with cloud solution design patterns: CI/CD, Docker, Kubernetes, containers, microservices, distributed caching Experience with Terraform scripting Experience with data integrations from third-party platforms: NetSuite, Salesforce, Workday, Pendo Experience with reporting and analytic tools: Grafana, Kibana, Elasticsearch, Open Telemetry Experience with ETL processes, projects, and tooling: Boomi Understanding of systems hardening and secure systems configuration Experience with regulatory compliance standards: HIPAA, PCI, SEC, FINRA Excellent written and verbal communication skills, with the ability to present complex technical information in a clear and concise manner to a variety of audiences Understanding of Agile/Kanban methodologies Desired Characteristics Self-motivated Intellectually curious Collaborative Amiable Operates with the highest integrity and attention to detail Passionate about efficient, scalable business processes Ability to prioritize and multitask across many projects Physical Requirements/Special Demands Must be available to work standard business hours and occasional nights/weekends. Travel is required up to three times per year ** 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 (such as IP address, device/browser signals, and email/phone characteristics) 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. Learn more in our Privacy Policy. 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.

🏢 Summary: Senior Software Engineer role on a cross-functional Agile team, responsible for designing, building, and scaling server-side web applications and services for complex financial transaction platforms. The position combines hands-on development, technical leadership, mentoring, and ownership of applications deployed in containerized, cloud-based environments. Fully remote within the U.S., with competitive compensation and comprehensive benefits. 🗂️ Requirements: Experience in server-side development with PHP/Laravel, Experience with relational databases (MySQL or MariaDB), Experience with caching and in-memory data stores (Redis or Memcached), Experience with asynchronous processing and message queues, Experience integrating third-party APIs (REST, OAuth, webhooks), Experience with unit, integration, performance, API, and database testing, Experience with secure coding practices and security tooling (OWASP), Experience with monitoring, logging, and observability tools, Experience with Docker and Kubernetes, Experience with CI/CD pipelines and automated deployments, Strong knowledge of object-oriented programming, design patterns, and data structures, Experience working in Agile environments, Experience across full software development lifecycle (code reviews, source control, build, testing, deployment), Legal authorization to work in the United States without visa sponsorship 📃 Skills: PHP, Laravel, MySQL, MariaDB, Redis, Memcached, REST, OAuth, Webhooks, Docker, Kubernetes, CI/CD, OWASP, API, Git, SQL 🏢 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. 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 SRS Acquiom is currently seeking a Senior Software Engineer and technology leader that will work with a dedicated, cross-functional Agile product team in a diverse, fast-paced environment. Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average, three times per year. Compensation: The salary range for this position is between $145k and $160k, depending on experience level. Primary Responsibilities Develop software solutions by understanding acceptance requirements, studying documentation and system workflows; investigating problem areas; following the software development lifecycle Organize and lead collaborative team-driven solution design sessions Mentor and support fellow team members Collaborate with the Scrum Team and Product Owner to ensure complete and succinct acceptance criteria Write effective and complete unit, acceptance, and integration tests Support and develop software engineers by providing advice, coaching, and educational opportunities Grow engineering teams by recruiting and participating in the interview process Make informed software decisions and take ownership of services and applications at scale Consistently thrives in a collaborative team environment Be a persistent, creative problem solver Stay on the leading edge of software engineering practices Understand business needs and know how to create the tools to manage them Protect the company by keeping information confidential Required Qualifications & Skills Experience in server-side software development, ideally PHP/Laravel Experience using relational databases, ideally MySQL/MariaDB Experience with caching and in-memory data stores such as Redis or Memcached Experience with asynchronous processing using message queues and background job workers Third-party API integration experience (REST, OAuth, webhooks) Experience with unit, integration, and performance testing, as well as API/database testing Familiarity with static analysis, code quality, and security tooling, with an understanding of secure coding practices (e.g., OWASP Top 10), especially when handling sensitive or financial data Experience with application monitoring, logging, and observability tooling Experience with modern containerization technologies, including Docker and Kubernetes, and the supporting infrastructure required to deploy, manage, and scale containerized applications Experience with CI/CD pipelines and automated build/deployment processes Demonstrated mentoring and training experience Strong documentation habits Agile environment experience Experience building complex web systems successfully delivered to customers Ability to design and deliver features iteratively in a team environment Experience communicating with users, other technical teams, and management to gather requirements, identify tasks, provide estimates, and meet production deadlines Experience with professional software engineering best practices across the full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and deployments Good understanding of object-oriented development, classical design patterns, and data structures Nice to Have Experience integrating with ERP systems, ideally NetSuite SuiteScript, RESTlets, OAuth 1.0 TBA Experience with e-signature platforms such as DocuSign or Adobe Sign Embedded signing, envelopes, webhooks Experience in fintech or other regulated industries handling sensitive PII, payment, or tax data Experience with SSO / identity providers such as Auth0 Experience integrating financial/verification services Familiarity with Redis-backed sessions, caching, and queue architectures Experience with Bitbucket Pipelines or similar CI/CD platforms deploying to AWS EKS / Kubernetes Physical Requirements/Special Demands Must be available to work standard business hours and occasional nights/weekends. Travel is required up to three times per year. 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. 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 at any time. Equal Opportunity Employment With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to protected status. Requests for reasonable accommodation should be directed to Human Resources.

🏢 Summary: Remote Onboarding Associate role supporting M&A transaction onboarding, client communication, reconciliations, and post-closing processes in a fast-paced financial environment. The position involves coordinating deal documentation, wire verifications, reporting, and collaboration with internal teams and M&A attorneys. Candidates should have financial industry experience, strong analytical skills, and advanced Microsoft Office proficiency. 🗂️ Requirements: 2-3 years of experience in the financial industry, Bachelor's Degree preferred or equivalent experience, Advanced knowledge of Excel, Advanced knowledge of Word, Ability to manage multiple time-sensitive tasks, Strong analytical skills, Strong organizational skills, Excellent written and oral communication skills, Experience working in fast-paced environments, Ability to work independently and collaboratively, High attention to detail, Ability to maintain confidentiality, Legal authorization to work in the United States without visa sponsorship 📃 Skills: Excel, Word, NetSuite, M&A, Reconciliations, Reporting, Documentation, Analysis, Onboarding, Finance 🏢 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. We're equally committed to building careers as we are to building solutions. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. Benefits - Day-one coverage: medical, dental, and vision plans - 401(k) with a 4% company match - Discretionary time off - Employer-paid life insurance - Employee Assistance Programs - Discounted pet insurance - Fitness credit - Pre-tax plans for dependent care, transportation, and flexible spending Position Summary SRS Acquiom is currently recruiting for an Onboarding Associate, reporting to the Senior Director, Contract Administration. Under general direction, the Onboarding Associate is responsible for overseeing all functions as it relates to the onboarding process of new M&A transactions. The role also requires the development and maintenance of processes related to client communication and support. This position requires fielding complex analytical questions across business lines, being able to communicate effectively and professionally, and document findings in the internal database. This position requires a motivated, highly detail-oriented individual with a strong work ethic. This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. This role requires standard working hours in Mountain Time. Compensation for this position is between $31.00 and $35.00 per hour, depending on experience. Primary Responsibilities - Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product - Communicate with sell or buy-side M&A attorneys for post-closing follow-ups - Perform wire callback verification for company products - Track all pending and closed transactions - Assist with executing agreements - Onboard new deals by collecting M&A documents and uploading them into the system of record - Collect fees and funding from M&A transaction closings - Respond to client questions regarding accounts and post-close issues - Facilitate special projects related to onboarding M&A deals - Assist internal teams with closing and closed deal-related tasks - Complete reconciliations by reviewing the system of record and comparing reports - Compile, analyze, and send reports to senior leadership - Collaborate with internal groups to ensure fees and wires are routed appropriately - Perform additional administrative or project-related duties as assigned Required Qualifications & Skills - 2-3 years of experience in the financial industry - Bachelor's Degree preferred, or equivalent education and experience - Excellent written and oral communication skills - Experience prioritizing multiple detail-oriented tasks in a fast-paced environment - Advanced knowledge of Microsoft Office, including Excel and Word - NetSuite experience is beneficial but not required - Ability to work within deadlines and complete work in a timely manner - Ability to take ownership of issues and follow through to resolution - Ability to work independently and collaboratively - Strong attention to detail - Strong analytical and organizational skills - Ability to manage multiple time-sensitive tasks in a deadline-driven environment - Maintain a high level of confidentiality and integrity Desired Characteristics - Self-motivated - Intellectually curious - Collaborative - Ability to learn and apply new skills - Highly motivated self-starter - Operates with integrity and attention to detail - Passionate about efficient and scalable business processes - Ability to prioritize and multitask across projects Physical Requirements/Special Demands - Ability to work irregular hours, including nights or weekends if required - Ability to work in a fast-paced environment - Ability to travel to the corporate office in Denver, Colorado - Must be able to operate standard office productivity equipment Candidates must be legally authorized to work in the United States without current or future visa sponsorship. Fraud and spam screening tools may analyze limited technical and contact information to flag suspicious activity during the application process. This job description is not designed to cover all activities, duties, or responsibilities required of the employee. Duties and responsibilities may change at any time. SRS Acquiom assesses qualified individuals without regard to protected characteristics and provides reasonable accommodations where required.

🏢 Summary: Thought Leadership Associate role supporting content creation, project coordination, marketing operations, and data-driven thought leadership initiatives across M&A and financial services. The position involves drafting professional content, managing multi-stakeholder projects, supporting webinars and training programs, and contributing to AI-driven workflow improvements. Hybrid or remote work is available within the U.S. with periodic travel requirements. 🗂️ Requirements: Bachelor's degree, 7+ years of professional experience in legal practice, financial services, corporate environments, content development, or related fields, Experience drafting and editing professional content, Experience coordinating or managing cross-functional projects, Proficiency with Microsoft Office Suite, Strong organizational and deadline management skills, Ability to work independently in a fast-paced environment, Strong interpersonal and collaboration skills, Legal authorization to work in the United States without visa sponsorship, Ability to travel up to 25% domestically and internationally 📃 Skills: Microsoft, Copilot, Claude, ChatGPT, Asana, AI 🏢 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. We're equally committed to building careers as we are to building solutions. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. Benefits - Day-one coverage: medical, dental, and vision plans - 401(k) with a 4% company match - Discretionary time off - Employer-paid life insurance with optional extra coverage - Employee Assistance Programs - Discounted pet insurance - Fitness credit - Pre-tax plans for dependent care, transportation, and flexible spending Position Summary An exciting, new position - Thought Leadership Associate - will serve as a core contributor to SRSA's thought leadership program, supporting content creation, marketing operations, and business development across SRS Acquiom's lines of business. This role works closely with the Thought Leadership team, subject matter experts, and Business Development and Marketing teams to produce data-driven, high-quality content and programming that strengthens market position and brand authority. The Associate will draft articles, coordinate multi-stakeholder projects, and manage day-to-day operational logistics, including administrative support for client-facing presentations. Location This is either a hybrid position based in the Denver, CO office or a fully remote position within the Continental United States. Fully remote employees are required to visit the Denver headquarters approximately three times per year. Up to 25% travel is required, including occasional international travel. Compensation The salary range for this position is between $90,000 and $100,000 depending on experience. Primary Responsibilities - Draft and edit articles, white papers, and thought leadership content - Support development and production of data-driven content and studies - Refresh and update existing content for relevance and accuracy - Provide administrative and logistical support for daily operations - Assist with data collection logistics and integration of new data points - Support development of educational content and M&A curriculum - Partner with Marketing to ensure adherence to quality and brand standards - Draft and review advertising copy and marketing-related materials - Manage content projects, timelines, stakeholders, and workflows - Coordinate webinars, scheduling, event logistics, and follow-up - Create and maintain standard operating procedures for workflows - Participate in trainings and support delivery of training content - Coordinate presentation logistics and CLE accreditation processes - Respond to client and prospect inquiries related to thought leadership content - Support AI adoption projects for workflow efficiency and scalability - Assist with the M&A internship program - Perform additional duties as assigned Required Qualifications & Skills - Bachelor's degree required; Juris Doctor or advanced degree preferred - At least 7 years of professional experience in relevant industries - Strong written and verbal communication skills - Experience drafting and editing professional content - Experience coordinating projects across teams - Proficiency in Microsoft Office Suite - Familiarity with AI and project management tools such as Copilot, Claude, ChatGPT, or Asana preferred - Strong organizational skills and attention to detail - Ability to work independently in a fast-paced environment - Collaborative and team-oriented mindset Physical Requirements/Special Demands - Regular office hours - Participation in public speaking, panels, webinars, and client presentations - Up to 25% travel within the U.S. and occasional international travel Candidates must be legally authorized to work in the United States without current or future visa sponsorship. Fraud and spam screening tools may analyze limited technical and contact information to identify suspicious activity during the application process. This job description is not designed to contain a comprehensive listing of all activities, duties, or responsibilities required of the employee. Responsibilities may change at any time. SRS Acquiom Inc. provides equal employment opportunities and reasonable accommodations in accordance with applicable laws.

🏢 Summary: Senior advisory role focused on SOX compliance, internal controls, and audit leadership for financial services and related clients. The position involves leading compliance programs, advising on risk and remediation strategies, and collaborating across finance, IT, and audit teams. Includes hybrid work flexibility with travel to client sites in California. 🗂️ Requirements: Bachelor’s degree in Accounting, Economics, Business Management, Finance, or related field, 5 years of experience in a closely related occupation, Expertise in SOX 404(a)/(b) compliance, Experience with risk assessments, control evaluation, and RCM preparation, Experience conducting business process walkthroughs and documentation, Ability to assess and test internal controls over financial reporting, Experience leading audit and advisory engagements, Experience advising senior management on risk mitigation and remediation, Collaboration with finance, IT, internal audit, and external auditors, Experience assessing IT application controls and IT general controls, Ability to travel up to 40% within California 📃 Skills: SOX, GAAP, AuditBoard, Workiva, FloQast, Onspring, Canvas, Excel, PowerBI, MSVisio 🏢 Description: Job Duties Advise clients as an SME on complex SOX issues from initial implementation to partnering with clients through continued compliance. Lead SOX compliance teams at mature public companies and build SOX compliance programs at pre-IPO and newer companies. Provide advice on related areas such as risk assessment preparation, entity level controls, fraud assessment, scope planning, documentation of process flows, process testing on behalf of management, deficiency assessments and remediation, and other client-directed projects. Provide leadership to strategic advisory engagements for financial services and related industry clients. Ensure projects exceed client expectations and are completed effectively. Support teams with conflict resolution resources and tools as needed. Advise project teams and clients to develop process improvements and remediation plans that resolve identified deficiencies. Job Requirements This position requires a Bachelor’s degree (or foreign equivalent) in Accounting, Economics, Business Management, Finance or related field and 5 years of work experience in a closely related occupation. Prior experience must include: - Sarbanes-Oxley (SOX) Compliance: Proficient in SOX 404(a)/(b) compliance, including risk assessments, control evaluation, RCM preparation, and financial statement review with footnote disclosures per accounting standards. - Business Process Walkthroughs & Documentation: Experience conducting inquiry interviews and walkthroughs with client stakeholders to document business processes through narratives and process flowcharts using MS Visio. - Internal Control Evaluation & Optimization: Skilled in assessing and testing internal controls over financial reporting, identifying gaps, and recommending improvements. - Audit & Advisory Engagement Leadership: Experience leading audit and advisory projects, resolving technical accounting issues, and advising senior management on control enhancements, risk mitigation, and remediation strategies. - Cross-Functional Collaboration & Stakeholder Engagement: Experience working with finance, IT, internal audit, and external auditors to ensure SOX and US GAAP compliance. - Technology Enablement & Tools Proficiency: Experience using AuditBoard, Workiva, FloQast, Onspring, Canvas, Excel, Power BI, MS Visio, and related tools for control testing, documentation, and reporting. - Experience assessing IT application controls and IT general controls and collaborating with IT teams to evaluate system impacts on financial reporting and control environments. May work from home up to 3 days per week. 40% travel to client sites within California required. Salary: $145,600 - $200,000/year Benefits Summary The total rewards package includes: - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave - Technology stipends - Wellness reimbursement programs Equal Employment Opportunity (EEO) The employer provides equal employment opportunities to all employees and applicants and complies with all applicable federal, state, and local employment laws.

🏢 Summary: Operational support role in the financial services industry focused on processing client transactions, maintaining custodial and CRM records, and supporting service delivery operations. The position involves handling money movement requests, coordinating with custodians, and ensuring compliance and operational accuracy in a fast-paced environment. Offers career progression within the service operations team and a comprehensive benefits package. 🗂️ Requirements: High School diploma, Bachelor's degree preferred, 2–4 years of related experience, Financial services industry experience, Experience in office environment, Customer service experience, Strong MS Word skills, Strong Excel skills, Strong Outlook skills, CRM experience, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Word, Excel, Outlook, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Base Pay Range: $28—$34 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: SAP Functional Business Analyst role focused on PS, PM, and RE-FX modules in Financial ERP and Defense Business Systems environments. The position involves translating business requirements into SAP solutions, leading functional configuration, supporting integrated enterprise processes, and collaborating with technical teams in a hybrid onsite setting. Requires SAP ERP expertise, ServiceNow and automated testing experience, and eligibility for U.S. government security clearance. 🗂️ Requirements: 5+ years SAP ERP experience, Experience with SAP PS module, Experience with SAP PM module, Experience with SAP RE-FX module, 1+ year automated testing software experience, 1+ year ServiceNow experience, Specific COTS product experience, U.S. Citizenship, Ability to obtain and maintain government security clearance, Ability to work onsite in Columbus, Ohio or Battle Creek, Michigan Tuesday through Thursday 📃 Skills: SAP, PS, PM, RE-FX, ERP, ServiceNow, ABAP, COTS 🏢 Description: C5MI is a high-performance team of SAP and supply chain experts who solve complex, mission critical challenges for organizations that cannot afford failure. We hire consultants who thrive in complexity, move fast, take ownership, and deliver under pressure. At C5MI, you will be hands on, client facing, and directly influencing outcomes that matter. Our culture rewards initiative, accountability, and continuous growth. This is a place where your expertise is valued, your work is meaningful, and your performance truly matters. Note: Applicants must be U.S. Citizens and able to obtain and maintain the required security clearance for this role. While our company operates as a remote-first organization, this position requires onsite work in Columbus, Ohio or Battle Creek, Michigan Tuesday through Thursday for the duration of the contract. Position Summary The SAP Functional Business Analyst (PS/PM/RE-FX) is responsible for translating complex functional business requirements into actionable SAP solutions across Financial ERP and Defense Business System environments. This role refines enterprise processes into product backlogs, supports COTS fit gap analysis, and leads functional configuration and impact assessment efforts across SAP Real Estate Management, Project Systems, and Plant Maintenance modules with minimal supervision. Essential Functions & Responsibilities • Adapt functional business requirements into refined product backlogs to support technical solution delivery • Translate ambiguous enterprise processes into clear functional design documentation • Perform COTS product analysis to align standard SAP functionality with customer requirements • Lead functional configuration changes and assess impacts across integrated ERP modules • Support enterprise DBS process areas including Order to Cash, Procure to Pay, Hire to Retire, Plan to Stock, and Acquire to Retire • Collaborate with ABAP developers, security teams, testers, and cross functional stakeholders • Independently triage complex system issues and support resolution efforts • Support data reconciliations, posting error resolution, and financial control validation • Assist with internal and external audit support activities • Leverage automated testing tools to support quality and regression testing • Utilize ServiceNow to support workflow, issue tracking, or change coordination Minimum Requirements • 5 years SAP ERP experience across supported modules (PS, PM, RE-FX) • 1 year automated testing software experience • 1 year ServiceNow experience • Specific COTS product experience • Ability to obtain a Government clearance, which requires U.S. Citizenship Compensation The expected salary range for this position is $121,000 – $151,000 annually. Actual compensation is based on experience, qualifications, skills, and location. Benefits C5MI offers medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. Core Values Challenge – Exceptional communication, collaboration, and continuous learning. Have Fun – Support personal wellbeing, teamwork, and community involvement. All In – Accountability, trust, integrity, and leadership. Never Forget the Customer – Drive innovation and business value through experience. GSD (Get Stuff Done) – Initiative, urgency, process discipline, and continuous improvement. Empower – Collaboration, innovation, and personal development. How to Apply Use the application link provided in the job posting and complete the application with a resume. Upload any required certifications when applying. C5MI is an Equal Opportunity Employer.

🏢 Summary: SAP Functional Business Analyst role focused on SAP PS, PM, and RE-FX modules within Financial ERP and Defense Business Systems environments. The position involves translating business requirements into SAP solutions, leading functional configuration, supporting integrated ERP processes, and collaborating with technical teams in a hybrid onsite setup. Candidates must have SAP ERP experience, ServiceNow and automated testing exposure, and be eligible for U.S. government clearance. 🗂️ Requirements: 5+ years SAP ERP experience, Experience with SAP PS, Experience with SAP PM, Experience with SAP RE-FX, 1+ year automated testing software experience, 1+ year ServiceNow experience, Specific COTS product experience, U.S. Citizenship, Ability to obtain government security clearance, Ability to work onsite in Columbus, Ohio or Battle Creek, Michigan Tuesday through Thursday 📃 Skills: SAP, PS, PM, RE-FX, ERP, ServiceNow, ABAP, COTS 🏢 Description: C5MI is a high-performance team of SAP and supply chain experts solving complex, mission critical challenges across Financial ERP and Defense Business System environments. Note: Applicants must be U.S. Citizens and able to obtain and maintain the required security clearance for this role. While the organization operates as a remote-first environment, this position requires onsite work in Columbus, Ohio or Battle Creek, Michigan Tuesday through Thursday for the duration of the contract. Position Summary The SAP Functional Business Analyst (PS/PM/RE-FX) is responsible for translating complex functional business requirements into actionable SAP solutions across Financial ERP and Defense Business System environments. This role refines enterprise processes into product backlogs, supports COTS fit gap analysis, and leads functional configuration and impact assessment efforts across SAP Real Estate Management, Project Systems, and Plant Maintenance modules with minimal supervision. Essential Functions & Responsibilities • Adapt functional business requirements into refined product backlogs to support technical solution delivery • Translate ambiguous enterprise processes into clear functional design documentation • Perform COTS product analysis to align standard SAP functionality with customer requirements • Lead functional configuration changes and assess impacts across integrated ERP modules • Support enterprise DBS process areas including Order to Cash, Procure to Pay, Hire to Retire, Plan to Stock, and Acquire to Retire • Collaborate with ABAP developers, security teams, testers, and cross functional stakeholders • Independently triage complex system issues and support resolution efforts • Support data reconciliations, posting error resolution, and financial control validation • Assist with internal and external audit support activities • Leverage automated testing tools to support quality and regression testing • Utilize ServiceNow to support workflow, issue tracking, or change coordination Minimum Requirements • 5 years SAP ERP experience across supported modules (PS, PM, RE-FX) • 1 year automated testing software experience • 1 year ServiceNow experience • Specific COTS product experience • Ability to obtain a Government clearance, which requires U.S. Citizenship Compensation The expected salary range for this position is $121,000 – $151,000 annually. Actual compensation offered will be determined based on factors such as experience, qualifications, skills, and location. Benefits C5MI offers benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. Core Values Challenge – Emphasis on communication, collaboration, continuous learning, and shaping the future. Have Fun – Focus on work-life balance, health, family, and community. All In – Accountability, trust, integrity, and leadership. Never Forget the Customer – Innovation and business value driven by customer experience. GSD (Get Stuff Done) – Initiative, urgency, process discipline, and continuous improvement. Empower – Collaboration, innovation, and investment in personal development. How to Apply Use the application link provided in the job posting to submit an application and resume. If a certification is required, upload a copy during the application process. C5MI is an Equal Opportunity Employer.