Payments Manager jobs in United States
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SRS Acquiom · 3 weeks ago

Payments Manager

SRS Acquiom is a financial services technology company known for redefining M&A and loan agency transactions. The Payments Manager is responsible for overseeing shareholder payments, managing a team, and ensuring compliance and efficiency in payment processing.

Developer PlatformFinancial ServicesFinTechInformation Services
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Responsibilities

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

Qualification

Operational managementBanking/Financial servicesSeries 99 FINRA licenseMicrosoft Office SuiteCRM systems (NetSuite)Attention to detailProblem-solvingTeam leadershipCollaborationIntegrity

Required

Bachelor's degree or equivalent experience and/or training
Previous experience managing multiple tasks that require a high level of attention to detail in a busy office environment
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Advanced knowledge of Microsoft Office Suite
Experience using and training staff to use sophisticated CRM systems, such as NetSuite
FINRA-licensed Series 99 Operations Professional or the ability to procure within the first year from hire date
Availability to work a non-traditional work-week that may require more than 40 hours per week if needed
Ability to work in an open office environment where noise may be a factor
Ability to work under tight timelines
Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship

Preferred

1-3 years of operational management experience, including direct supervisory oversight
1-3 years of Banking/Financial services experience
Self-motivated
Intellectually curious
Collaborative
Amiable
Operates with the highest integrity and attention to detail
Passionate about efficient, scalable business processes
Strong attention to detail

Benefits

Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
A 401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer‑paid life insurance, with the option to add extra coverage for peace of mind
Employee Assistance Programs for confidential support when life gets complicated
Discounted pet insurance (because furry family members count, too)
A fitness credit to back your health and wellness goals
Pre‑tax plans for dependent care, transportation, and flexible spending

Company

SRS Acquiom

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SRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals.

Funding

Current Stage
Growth Stage
Total Funding
$6M
2018-11-13Acquired
2014-08-14Series A· $6M

Leadership Team

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Paul Koenig
Founder and CEO
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Mark Vogel
Co-Founder and Executive Chairman
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Company data provided by crunchbase