Fresno Summit Advisors

Financial Planning and Analysis

• Own the operational lifecycle of payment processing across HPS, PayMedix, and TempoPay
• Manage payment execution, settlement activities, returns, exceptions, reconciliation workflows, operational reporting, and money movement
• Establish and own collections operations strategy across PayMedix and TempoPay
• Develop collection workflows, customer segmentation, escalation paths, vendor management, and performance metrics
• Partner with the BPO team executing the collections strategy
• Own operational relationships with payment processors, banks, collections vendors, and financial service partners
• Define SLAs, measure vendor performance, resolve operational issues, and drive continuous improvement
• Develop operational reporting and dashboards covering payment performance, reconciliation accuracy, collections effectiveness, and operational KPIs
• Partner with Product, Engineering, Finance, Compliance, Customer Operations, and executive leadership on payment infrastructure and modernization initiatives
• Ensure operational readiness for audits, compliance reviews, and regulatory requirements
• Report directly to the COO

Manager, Financial & Payment Operations

Product Manager

• Create a multi-year roadmap including platform capabilities
• Lead implementation of a consolidated payments architecture across processors, banks, and ledger systems
• Execute across authorization, settlement, batching, reconciliation, funding, payouts, and refunds/recoupments
• Drive delivery with Finance, Operations, Compliance, Engineering, and executive leadership
• Implement upgraded and outsourced ledgering capabilities
• Improve traceability, reporting accuracy, auditability, and reconciliation efficiency
• Integrate claims, payments, and financial reporting
• Lead execution across RTP, FedNow, ACH, card, and virtual card programs
• Define routing logic, controls, reconciliation, and multi-rail requirements
• Improve provider, employer, external partner, and member experience
• Own integration requirements and sequencing across processors, banks, and hybrid infrastructure partners
• Improve authorization rates, returned payments, refunds, settlement timing, operational error rates, and cost per transaction
• Strengthen platform resilience and margin efficiency as transaction volume grows
• Ensure payment workflows meet NACHA, card brand, sponsor bank, audit, and regulatory requirements
• Partner with Compliance, Finance, and Operations to identify and mitigate risk

Manager, Financial & Payment Operations

Senior Product Manager, Payments