QSF Financial Specialist in at MILESTONE & CO LLC

Company Overview:

Milestone is an innovator in post-settlement solutions, providing technology-enabled administration services to law firms managing complex mass tort settlements. Through its proprietary Pathway® platform, Milestone has transformed post-settlement distribution by delivering a more efficient, transparent, and data-driven process for managing claims administration and settlement disbursement.

Position Description:

This role provides financial and administrative support to the QSF Administration teams and helps manage financial activity within Qualified Settlement Fund (QSF) Trust accounts. With an emphasis on accuracy, organization, responsiveness, and follow-through, this role supports daily settlement fund operations, payment activity, account reconciliation, financial data management, and related banking and tax processes. The role works closely with the QSF and Accounting teams to ensure financial activity is properly tracked, issues are identified and resolved, and time-sensitive and confidential information is handled appropriately.

Essential Duties & Key Responsibilities:

• Reconcile and maintain QSF master files for all QSF Trust account activity.
• Review and organize financial data to support settlement administration processes.
• Coordinate with the QSF team to ensure proper issuance and execution of payment submissions to attorneys, claimants, vendors, and other necessary parties.
• Verify and maintain secure financial information, including financial account information and payment details.
• Provide financial and administrative support to the Finance and Qualified Settlement Fund Administration teams.
• Track daily settlement fund operations and identify, report, and resolve issues as needed.
• Audit and interpret financial data and report or escalate issues as appropriate.
• Assist with banking relationships and the establishment of QSFs and related accounts.
• Manage and project upcoming disbursements to support positive cash flow.
• Assist with quarterly and annual QSF 1099 tax filings
• Handle confidential financial information and materials with discretion and professionalism.
• Contribute to a collaborative, service-oriented environment and support team priorities as business needs evolve.

Requirements & Qualifications:

• Bachelor’s degree in Finance, Business Administration, Accounting, a related field, or equivalent professional experience.
• 5+ years of professional experience in a related field.
• Working knowledge of banking practices, rules, and regulations.
• Exceptional attention to detail and strong administrative skills.
• Professionalism and discretion when working with various stakeholders, time-sensitive materials, and confidential information.
• Exceptional written and verbal communication and interpersonal skills.
• Proficiency in Microsoft Office Suite, including Word, Excel (including Pivot Tables, conditional formatting, and V/XLOOKUP), and Outlook.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle, or feel objects, tools, or controls; and reach with hands, talk, and hear. The employee frequently views a computer monitor and frequently uses a computer keyboard. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. The employee is regularly required to be mobile, and the employee occasionally travels both short and long distances via a variety of conveyances.

Milestone & Co LLC is an Equal Opportunity Employer

Minorites/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity