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Fresno Summit Advisors

Manager, Financial & Payment Operations

Fresno Summit Advisors

. Own the operational lifecycle of payment processing across HPS, PayMedix, and TempoPay .

Posted 9/28/2026full-timeMilwaukee • Wisconsin • United StatesSeniorLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in payment operations, including ACH, Card Payments, and Reconciliation, while driving operational excellence through strategic vendor management and performance metrics development. Proven ability to lead cross-functional teams and ensure compliance with regulatory requirements.

Highest-signal resume keywords
Payments Operations ManagementACH ExpertiseReconciliation Workflow DevelopmentCross-Functional LeadershipOperational Risk Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Payment ExecutionSettlement ActivitiesCollections Operations StrategyOperational ReportingFinancial ControlsTransaction Lifecycle ManagementKPI DevelopmentVendor ManagementOperational Process ImprovementsMoney Movement
Soft Skills
Analytical SkillsProblem-SolvingLeadershipCollaborationCommunication
Industry Keywords
FintechBankingPayment ProcessorsBPOsRegulatory ComplianceOperational ReadinessHigh-Volume EnvironmentsCustomer SegmentationEscalation PathsPerformance Metrics

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 7+ years of experience in payments operations, financial operations, fintech, banking, or payments infrastructure
  • Deep expertise in ACH, card payments, settlement, reconciliation, ledgering, end-to-end money movement, and transaction lifecycle management
  • Proven experience owning and scaling payment operations, including reconciliation, payment exceptions, refunds, reversals, financial controls, operational risk management, and operational process improvements in high-volume environments
  • Strong cross-functional leadership experience across Finance, Product, Engineering, Compliance, Customer Operations, and external payment vendors such as BPOs, processors, sponsor banks, and gateways
  • Highly analytical and operationally driven, with experience improving payment accuracy, resolving reconciliation issues, developing KPIs and reporting, and building scalable payment operations
  • Ability to work hybrid in Milwaukee or remotely outside Wisconsin

Benefits

Comp & perks
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • HSA with company contribution
  • 401k/Roth with company match
  • 15 days of PTO
  • Competitive salary, depending on experience
  • Hybrid work in Milwaukee or fully remote outside Wisconsin