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Job Summary
The Lead Trust Analyst is responsible for managing and overseeing cash disbursements and Trust-related financial operations within the EMT Disbursements team. This role supports the full lifecycle of settlement fund administration, including transaction processing, reconciliations, financial analysis, and reporting. The position requires strong analytical and accounting skills, attention to detail, and the ability to collaborate with internal stakeholders to ensure accurate, timely, and compliant financial operations.
Key Responsibilities
- Analyze and manage cash disbursements for the EMT team in accordance with established policies and procedures.
- Perform financial analysis and prepare regular and ad-hoc financial reports.
- Maintain accurate documentation and records of financial transactions.
- Support end-to-end financial operations, including disbursements, reconciliations, and reporting.
- Provide responsive and professional customer service to stakeholders.
- Collaborate with finance team members to enhance financial processes, accuracy, and service levels.
- Ensure compliance with internal controls, service level agreements, and reporting timelines.
Education & Minimum Requirements
- Bachelor's degree in Finance, Accounting, or a related field (required).
- 36 years of experience in payment processing, lien-related work, or Trust administration, financial analysis, accounting, or a related finance role.
- Experience with Trusts or Escrow Accounts preferred.
- Strong analytical and problem-solving skills
- Experience with cash disbursements and financial accounting
- Financial analysis, reporting, and data analysis expertise
- High attention to detail and accuracy
- Ability to manage deadlines and multiple priorities
- Strong written and verbal communication skills
- Customer relationship management and service-oriented mindset
- Ability to collaborate effectively within a team environment
- Knowledge of service level management and financial controls
- Supervisory or coordination experience is a plus
- Professional financial certifications such as CFA, CPA, or equivalent are preferred.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.
