Payments Analyst

SRS Acquiom Inc.; Denver (CO); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) 4% match

Discretionary time off

Life insurance

Employee assistance

Pet insurance

Fitness credit

Pre-tax plans

Job summary

SRS Acquiom Inc. is seeking a Payments Analyst to join our high-performing Operations team in a fast-moving, data-heavy environment. You’ll manage payment workflows, shareholder documentation, and compliance tasks within a dynamic setting.

You’ll interact with sophisticated investors, handle PII with discretion, and balance autonomy with teamwork on diverse projects. This role offers hybrid Denver-office work or remote options across the continental U.S.

Qualifications

• 1–4 years of experience in operations, financial services, or other documentation-heavy roles.
• Comfort working with large volumes of data and handling sensitive information.
• High attention to detail; accuracy matters.
• Ability to work collaboratively and build relationships across the organization.
• Strong written communication skills for stakeholder correspondence and handoffs.
• Self-motivation to manage a busy workload.
• Familiarity with NetSuite, Adobe, and document workflows a plus.

Responsibilities

• Process Letters of Transmittal and other legal documentation via mail and email, complete data entry, and maintain system integrity.
• Interact with security holders by phone/email regarding deficiencies after packet review.
• Create payment files to meet daily payment deadlines.
• Process returned payments and stop checks; own individual transactions.
• Track document retention requirements and implement procedures for proper disposal to stay FINRA-compliant.
• Identify and implement process improvements to enhance customer experience and efficiency.
• Maintain a flexible schedule; occasional evenings or weekends may be required.

Skills

Data management

Attention to detail

Collaboration

Written communication

Self-motivation

NetSuite

Adobe

Document workflows

Tools

NetSuite

Adobe

Document workflows

Job 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

SRS Acquiom (SRSA) is looking for a Payments Analyst to join our high-performing Operations team and help power the distribution engine behind complex M&A deals. This role is for someone who thrives in a fast-moving, data-heavy environment, where ambiguity is the norm and thinking critically is non-negotiable.You’ll be at the center of managing payment workflows—tracking everything from shareholder documentation and compliance. The work blends heads-down processing with heads-up decision-making, and you’ll regularly navigate a space where “it depends” is a frequent starting point.

Core responsibilities of this role include the processing of all mail related to security holder documentation, following up with holders regarding deficient items, data entry of personally identifiable information and the population and reconciliation of shareholder documents within a data room. In this role the analyst will rotate into the daily processing of payments to include creating payment files for submission to the bank partners and researching any returned or delayed payments. Strong project management, detail oriented, discretion and excellent communications skills will be essential in this role, as interaction with sophisticated investors and handling of PII will be on-going. This person should be able to work in a fast-paced environment, be able to handle multiple transactions at one time and should have the ability to work both as a teammate within the operations group and with a high level of autonomy on individual projects.

Location

This position is either hybrid out of our Denver, CO office or a fully remote position from within the Continental United States.

If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee and beginning September 8, 2026, working one day per week in office is expected. Beginning February 1, 2027, two days per week in the office will be expected.

If the candidate selected lives outside a 20-mile radius the Denver office, they will be classified as a fully remote employee and in-person onsite visits to the Denver headquarters will be required on average three times per year.

Compensation

The salary range for this position is between $60k and $70k, depending on experience level.

Primary Responsibilities

• Process Letters of Transmittal and other legal documentation submitted via mail and e-mail, complete data entry within the required SLA, and maintain the integrity of the system of record
• Interact with security holders via phone and email regarding deficiencies following the review of account packets
• Create payment files to meet the daily payment deadline
• Process returned payments and stop check requestsTake ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike
• Track document retention requirements and implement procedures for proper disposal to remain in compliance with FINRA standards
• Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency
• Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, this may include evening or weekend hours where needed

Required Qualifications & Skills

1–4 years of experience in operations, financial services, or other documentation-heavy roles

Comfort working with large volumes of data and handling sensitive information

High attention to detail (yes, we said it again - it really does matter here)

• Ability to work collaboratively and build relationships across the organization

Strong written communication skills, especially for stakeholder correspondence and internal handoffs

Self-motivation: you’ll be busy, and you’ll need to manage your time accordingly

Familiarity with tools like NetSuite, Adobe, and document workflows a plus

Desired Characteristics

• Operates with highest integrity and attention to detail
• Self‑motivated
• Ability to prioritize and multi‑task
• High attention to detail, accuracy and thoroughness

Physical Requirements/Special Demands

• Must be available to work standard business hours, and an occasional night/weekend, should they come up.

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.

As set forth in SRS Acquiom’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A \"disabled veteran\" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A \"recently separated veteran\" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An \"active duty wartime or campaign badge veteran\" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An \"Armed forces service medal veteran\" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.