Thought Leadership Associate

🏢 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: 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: The Tax Operations role focuses on ensuring accurate and compliant tax reporting across the lifecycle of investor payments, including validation of tax documents and year-end reporting data. The position involves mitigating withholding risks, resolving data discrepancies, and supporting process improvements to enhance service delivery. It requires strong attention to detail, discretion, and proficiency with Microsoft Office tools in a fast-paced financial services environment. 🗂️ Requirements: 2–5 years of experience in operations or production services, Experience in financial services industry, Ability to manage multiple transactions in a fast-paced environment, Strong attention to detail, High level of discretion handling confidential information, Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint), Ability to work independently and collaboratively, Legal authorization to work in the United States without visa sponsorship 📃 Skills: Excel, Outlook, Word, PowerPoint, Tax, Reporting, Data, MicrosoftOffice 🏢 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 As part of the Tax Operations team, this position plays a central role in ensuring accurate and compliant tax reporting across the full lifecycle of investor payments. Core responsibilities include receiving and validating individual tax documents, identifying payments that require additional withholding or reporting instruction, and interpreting data from multiple sources to resolve discrepancies prior to payment. Throughout the year, this role is responsible for validating deal-level tax reporting data to support the accurate generation of year-end tax forms for sophisticated investors. Given the confidential and sensitive nature of the communications involved, a high degree of discretion is essential. Beyond transactional processing, this position contributes to process improvement initiatives and participates in departmental planning, with a focus on exceeding service level agreements and delivering an accurate, positive experience for payees. The role also requires the flexibility to manage client-specific fulfillment requests, tracking and executing on unique requirements as they arise. Compensation The salary range for this position is between $68k and $77k, depending on experience level. Primary Responsibilities Receive, validate, and route individual tax documents appropriately Mitigate risk by identifying shareholder payments that require additional withholding or reporting instruction prior to payment being made Validate deal-level tax reporting data throughout the year to accurately generate year-end tax forms Interpret data provided from multiple sources to identify and resolve discrepancies Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve departmental efficiency Meet unique requirements based on individual fulfillment requests from clients and track items as needed Actively participate in planning of long- and short-term objectives as it relates to departmental functions Other duties as assigned Required Qualifications & Skills 2-5 years of related business experience in operations or production services, preferably in the financial services industry Ability to work collaboratively and build relationships across the organization Ability to work in a fast-paced environment and handle multiple transactions at one time Excellent interpersonal, communication, and presentation skills Discretion is essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors Self-motivated, self-starter with the ability to work independently with a high level of autonomy and as part of a team Strong attention to detail Proficient with Microsoft Office Products (Outlook, Excel, Word, PowerPoint) Bachelor's Degree preferred Physical Requirements/Special Demands Standard business hours with longer hours and possibly weekends in December, January & February of each year The office environment is collaborative, and people work in close proximity to one another. Noise and distractions are to be expected Seated most of the time using a computer, keyboard, and mouse Travel not required 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. 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: Senior Business Analyst role focused on leading enterprise-scale initiatives in a cloud-native SaaS environment, driving data-driven strategy and AI-enabled productivity across business, product, and technology teams. The position shapes business analysis frameworks, defines strategic roadmaps, and influences executive decision-making. Fully remote within U.S. time zones. 🗂️ Requirements: Bachelor’s degree in Business, Information Systems, Technology, or related field, 9–12 years of business analysis or strategic experience in B2B SaaS, Expertise in process, data, and systems analysis, Experience collaborating with Product, Engineering, and GTM teams, Experience with SaaS metrics such as ARR, churn, customer lifecycle, product adoption, Proven experience leveraging AI-powered tools for analysis and decision-making, Ability to lead enterprise-scale initiatives, Legal authorization to work in the U.S. 📃 Skills: SaaS, AI, Analytics, Data, Systems, ARR, Churn, GTM, Cloud, SaaSMetrics 🏢 Description: Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com.Position Overview The Senior Business Analyst serves as a strategic advisor and enterprise-level thought leader, shaping how Elite defines problems, delivers solutions, and scales analytical excellence. This role focuses on long-term impact, organizational alignment, and elevating business analysis maturity across the company. Work Arrangement: Remote This role requires the individual to be based in Flexible across U.S. time zones. Responsibilities Partner with senior leaders to define enterprise problem statements, success metrics, and strategic roadmaps. Lead mission-critical or enterprise-scale initiatives with high visibility and impact. Drive alignment across business, product, and technology strategies. Identify and scale AI-enabled productivity opportunities, embedding AI-powered tools and workflows to accelerate analysis and improve decision-making across the organization. Anticipate future business needs and proactively design scalable, forward-looking solutions. Demonstrated fluency in leveraging AI-powered tools to accelerate analysis, enhance decision-making, and improve day-to-day productivity. Establish, evolve, and govern business analysis frameworks and best practices. Coach, mentor, and develop business analysts across all levels. Represent the Business Analyst function as a trusted advisor to leadership. Influence enterprise decision-making through data-driven insights and recommendations. Strong stakeholder communication skills. Perform other duties as assigned to support departmental and company objectives. Qualifications Bachelor's Degree in Business, Information Systems, Technology, or related field, or equivalent experience. 9–12 years of experience in business analysis or related strategic roles, preferably within B2B SaaS environments. Deep expertise in process, data, and systems analysis. Experience working cross-functionally with Product, Engineering, and GTM teams in a SaaS organization. Familiarity with key SaaS metrics (e.g., ARR, churn, customer lifecycle, product adoption) and data-driven decision making. Exceptional strategic thinking, judgment, and executive communication skills. Strong change leadership and organizational awareness. Proven ability to scale impact through influence and mentorship. Ability to travel up <10% as business needs require. Role requires the following physical capacity: Sedentary: primarily desk/computer work. Must be legally authorized to work in the United States; Elite does not provide employment sponsorship for this position. Benefits: Competitive Compensation Package ($140,000 - $160,000 base salary + variable component) Comprehensive Healthcare Coverage (Health, Dental, Vision) Retirement Savings Plan with an Employer Contribution Professional Development Opportunities Time Off Wellness Initiatives Employee Assistance Program Generous Global Parental Leave Calm, free premium subscription Employee Discount Program Please note that we do not offer sponsorship for this position. Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

🏢 Summary: The offer is for a Mailroom Associate responsible for managing inbound and outbound mail, shipping and receiving, and supporting daily operations of an onsite business service center. The role focuses on accurate mail processing, equipment operation, record keeping, and providing high-level customer service to employees. It also includes reception and hospitality support as needed. 🗂️ Requirements: High School Diploma or equivalent, Knowledge of shipping and receiving procedures, Experience with MS Office Suite, Ability to operate mailroom and MFD equipment, Ability to lift 40 lbs or more frequently, Ability to manage multiple tasks simultaneously, Current knowledge or ability to learn computer-based systems, Adherence to company policies and procedures, Ability to work assigned hours determined by manager 📃 Skills: MSOffice, MFD, PostageMeter, Photocopier, MailFoldingMachine, ChainOfCustodySoftware, Shipping, Receiving 🏢 Description: Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service. Duties and Responsibilities: - Provides 5-star customer service to all employees (in all forms of communication). - Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package. - Operates mail machines including the postage meter, photocopying machine, and mail folding and inserting machine. - Maintains records of receipt, mailing dates, and other required information. - Manages outgoing mail/package transactions. - Performs duties associated with shipping and receiving of materials. - Notifies employees upon receipt of inbound deliveries. - Distributes mail/packages to company personnel. - Acts as point of contact for company personnel on mail/package inquiries. - Submit work orders for certain requests. - Maintains the Business Service Center area in a neat and orderly fashion. - Monitors level of office supplies on the floor and replenishing and orders accordingly. - Proactively seeks out additional work during downtime. - Builds professional relationships with customers and other teams. - Maintains professionalism and composure when interacting with all employees. - Trains back-up and providing guidance on policies and procedures. - Determines what additional support is needed when handling sensitive inquiries. - Provides exceptional customer service to client. - Provides reception or concierge (front of office) or hospitality (back of office) coverage as needed. Competencies: - Strong verbal and written communication skills. - Excellent customer service skills. - PC skills MS Office Suite experience. - Ability to handle multiple tasks simultaneously. - Good organizational skills. - Working knowledge of MFD equipment. - Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions. - Possesses ability to work independently and is capable of completing projects. - Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials. Qualifications and Education Requirements: - High School Diploma (or equivalent) required. - 2+ years prior work experience preferred. - Ability to work assigned work hours determined by manager. - Flexible, Adaptable, and Dependable. - A Team Player. - Excellent organizational and time management skills. - Analytical abilities and aptitude in problem-solving. - Superb written and verbal communication skills. - Current knowledge or ability to learn computer-based systems required for functions of position. - Required to maintain an overall professional appearance and attitude. - Adhere to all policies and procedures required. Physical Demands: Approximately 50% of the time this position requires the below physical demands. - Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. - Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. - Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.). - Ability to communicate and decern information effectively with onsite staff using vision, hearing, and oral/written comprehension. - Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. The company uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range: $22.64—$22.64 USD WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities. Learning & Development: A work culture of learning so that you can develop to be the best at what you do. We Recognize Talent: A variety of recognition programs for all levels of employees. Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identity Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and Paid Time Off. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

🏢 Summary: In-office Strategic Client Liaison role focused on managing client escalations, healthcare benefits operations, and cross-functional coordination within a healthcare navigation environment. The position requires expertise in healthcare benefits, root cause analysis, stakeholder management, and operational improvement while supporting member and client outcomes. Compensation includes salary, bonus, and equity. 🗂️ Requirements: Experience in healthcare benefits or healthcare operations, Deep understanding of medical benefits and plan design, Ability to perform root cause analysis, Knowledge of healthcare navigation and benefits administration, Experience with TPAs, brokers, and point solutions, Strong stakeholder management skills, Ability to work cross-functionally, Experience in client-facing onsite environments, Familiarity with healthcare systems and reporting tools, Knowledge of group insurance products and administrative processes 📃 Skills: Healthcare, Benefits, Navigation, Reporting, Analysis, Insurance, TPA, Brokerage, Compliance, Security 🏢 Description: This is an in office position 5 days a week located in the Kwik Trip Headquarters. ABOUT THE ROLE: The Strategic Client Liaison serves as the first point of contact (FPOC) for client escalations, feedback, and operational alignment, playing a critical role in bridging client needs with delivery capabilities. This individual ensures seamless coordination across stakeholders, drives issue resolution, and identifies opportunities to improve processes and member experience. This role operates at the intersection of client operations, care navigation, and cross-functional execution, requiring a strong understanding of healthcare benefits and the ability to influence outcomes across multiple internal and external partners. WHAT YOU'LL DO: - Act as the FPOC for escalations and issues, owning intake through resolution with a focus on timeliness, accuracy, and stakeholder satisfaction. - Conduct root cause analyses (RCA) on escalations to identify breakdowns, distinguish between systemic issues vs. individual performance gaps, and provide actionable recommendations. - Serve as a liaison between the organization and the client, with visibility into both environments to investigate, resolve, and communicate issues effectively. - Partner cross-functionally with Navigation Delivery, Client Success, Product, and others to drive resolution, remediation, and continuous improvement. - Collaborate with client stakeholders and third parties to align workflows and ensure a cohesive, member-centric experience. - Identify and proactively mitigate friction points across the end-to-end member journey, recommending improvements to workflows, integrations, and handoffs. - Provide subject matter expertise on client-specific benefits, programs, and operational workflows to internal teams. - Support escalated and complex member requests, ensuring expedient, accurate resolution and clear communication to all parties involved. - Deliver insights and reporting on trends, recurring issues, and opportunities for operational enhancement. - Lead or support training and communication efforts for both internal teams and client stakeholders to improve navigation quality and consistency. - Maintain strict adherence to privacy, compliance, and security standards. - Operate effectively in an onsite client environment, balancing client expectations with organizational standards and culture. WHO YOU ARE: - Experienced benefits professional or healthcare professional with a deep understanding of medical benefits and plan design. - Proven ability to analyze complex issues, perform root cause analysis, and drive systemic improvements. - Strong understanding of end-to-end healthcare navigation, benefits administration, and third-party ecosystem. - Exceptional communication and stakeholder management skills. - Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment. - Demonstrated ability to work cross-functionally and drive alignment across diverse teams. - Comfortable operating in a client-facing, onsite role. - Service-oriented mindset with a track record of delivering high-quality member and client outcomes. - Strong problem-solving skills with the ability to translate insights into actionable recommendations. - Familiarity with systems, data, and reporting tools used in healthcare navigation and benefits administration. - Knowledge of group insurance products, administrative processes, and leave programs preferred. COMPENSATION: $60,000 - $75,000 annually, in addition to bonus and equity. Compensation offered will be determined by geographic location, experience, and qualifications.

🏢 Summary: Human Resources Generalist role focused on benefits administration, multi-state leave management, HR compliance, and HRIS support in an on-site corporate environment. The position includes managing employee benefit programs, ADA accommodations, workers’ compensation, payroll support, and HR process improvements. Offers flexible scheduling, comprehensive benefits, paid time off, and professional development opportunities. 🗂️ Requirements: Bachelor's degree in Human Resources, Business Administration, Psychology, Organizational Development, or related field, 3–5+ years of progressive Human Resources experience, 2+ years of employee benefits and multi-state leave administration experience, Experience with Washington and California leave laws, Experience with HRIS systems, Fluent English communication skills, Proficiency in Microsoft Office applications, Ability to work on-site during office hours 📃 Skills: Workday, HRIS, Excel, Word, Outlook, FMLA, ADA, Payroll, Benefits, Compliance 🏢 Description: Position Overview Flexible Schedule: This position is Monday through Friday, with flexible start times between 6-9am and end times between 3-6pm. Corporate office hours are Monday through Friday, 7am to 4pm. Flexibility to work additional hours may be required to meet company/project needs. On-Site Requirement: This position requires physical presence at the corporate office during office hours. Compensation Package $82,000 to $90,000 / year What We Offer - Competitive starting wages - A company-wide commitment to diversity and inclusion - A positive work environment where employee contributions are valued - A fun culture with team building activities and events - Competitive medical, dental, and vision benefits. Employer pays 85% of employee premiums - 401k contribution opportunity with an annual company match - Paid sick leave accrual equivalent to 1.33 hours for every 30 hours worked (~11 days per year) - Paid vacation starting at three weeks and increasing with tenure - 13 paid holidays, including 2 personal holidays of your choice - Comprehensive training programs and development opportunities What We're Looking For - Bachelor's degree in Human Resources, Business Administration, Psychology, Organizational Development, or a related field required - 3–5+ years of progressive Human Resources experience - 2+ years of experience administering employee benefits and multi-state leave programs required, including experience with Washington and California leave laws - Experience with HRIS systems required; Workday experience highly preferred - Experience supporting a workforce of 200+ employees preferred - SHRM-CP, PHR, or similar HR certification preferred - Demonstrates exceptional attention to detail and organizational abilities - Proficient in effective communication and teamwork - Maintains a positive outlook and embraces a collaborative team approach - Shows responsibility and takes pride in their work - Fluent in English, with strong reading, speaking, and writing skills - Proficient in Microsoft Office applications, including Excel, Word, and Outlook Your Role - Administer health, dental, vision, life, and supplemental insurance plans, including annual open enrollment, qualifying life events, and carrier reconciliation - Manage 401(k) plan operations, including enrollments, contribution changes, compliance testing, and vendor relationship management - Administer FMLA and state paid leave programs across WA, CA, OR, AZ, NY, and UT from initial designation through return to work - Track leave dates, notices, and documentation - Ensure compliance with applicable state and federal laws - Coordinate communication with managers, employees, and payroll throughout the leave lifecycle - Manage multi-state workers' compensation programs - Review and approve benefits changes in Workday, ensuring accuracy of enrollments and deductions - Manage ADA accommodation requests, including the interactive process, documentation, and coordination with managers - Conduct job description audits and updates, partnering with managers to ensure accuracy and alignment with compensation bands - Provide support for the annual performance review cycle, including coordination of timelines, templates, and communications - Serve as a resource for managers on compensation-related questions and HR policy - Maintain accurate and up-to-date employee records in Workday - Identify inefficiencies in HR processes and recommend and implement improvements - Support HR reporting, audits, and compliance with federal and multi-state employment laws - Provide on-site payroll support - Serve as a resource for managers and employees on HR policies and procedures - Assist with all HR projects and initiatives The responsibilities above are not all-inclusive. Our Mission & Culture At American Capital Group, the mission is to be an innovator and leader in multifamily housing solutions. The organization prioritizes respect, collaboration, integrity, and transparency to create a work environment where every voice is heard and valued. Candidate Screening & Interview Process Candidates should be prepared to complete an online assessment test and participate in virtual and/or on-site interviews. Background Checks and Screenings Candidates should be prepared to undergo a background check and complete a 4-panel drug screening. Background checks may include professional reference checks, credit checks, criminal history reviews, social media screenings, and education, certification, and employment verifications. Equal Opportunity Employer The company is committed to fostering an inclusive workplace and encourages applicants from diverse backgrounds to apply.