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Under the supervision of the CFO and Director of Settlement Planning, this position is responsible for all financial operations associated with Milestone’s holding entity. The individual selected for this role will handle all banking and operational tasks relating to: funding client accounts; management of periodic payments; and billing. Additionally, this role will be responsible for maintaining all client files with regard to funding and payments.

Essential Functions:

  • Responsible for maintaining all client financial files relating to funding of accounts and transactional footprints for each;
  • Responsible for reconciling specified accounts on a daily/weekly/monthly/quarterly basis;
  • Remit payments (ACH and wire), both recurring and non-recurring;
  • Exhibit extreme attention to detail when creating payment templates and remitting disbursements;
  • Monitor account balances and daily cash flows;
  • Exhibit extreme attention to detail regarding record keeping on a day-to-day basis;
  • Deliver a high level of comfort and sophistication with spreadsheet analysis and record-keeping;
  • Familiarity with banking platforms as far as issuance of payments and generating of reports;
  • Own the organizational upkeep and ongoing tracking of client payments and quarterly billing;
  • Develop and maintain effective relationships with internal and external business groups and communicate to a diverse group of people


Bachelor’s degree in Finance, Accounting, Economics or another related field


  • 5 years’ experience in banking or finance;
  • Experience in the financial services industry, including ACH processing, deposit and/or cash management;
  • Self-starter with the ability to synthesize information and develop creative solutions, both within a team and independently;
  • Excellent social, verbal, and written communication skills so you can effectively articulate your thoughts when working alongside multiple business segments;
  • Organizational and time management skills; multi-task and work independently in a professional, fast-paced, and high traffic environment;
  • Advanced proficiency in banking platforms relating to payment submissions and transaction
  • Advanced Microsoft Suite proficiency (Excel, Word, PowerPoint)


  • Hybrid office
  • 401(k) w/match
  • Dental insurance
  • Health insurance
  • Vision insurance
  • Generous paid time off
  • Paid Maternity/Paternity Leave
  • Free parking

Milestone seeks to build high-performing teams of people from various experiences and backgrounds who can collectively bring our company to new heights. We seek a diverse pool of applicants and consider all qualified candidates regardless of race, ancestry, color, gender identity or expression, sexual orientation, religion, national origin, citizenship, disability, Veteran status, marital status, or any other protected status. If you have a special need or disability that requires accommodation, please let us know.

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