Manager, Financial Operations

Job description

[**Fresno Summit Advisors**](https://fresnosummit.com/) is partnering with the company below to support hiring for this role. As their recruiting partner, we help manage the search from candidate identification and outreach through interview coordination and closing, working closely with the company’s leadership and hiring team throughout the process. This opportunity is being shared on our client’s behalf to expand its reach and connect with exceptional candidates. **About Health Payment Systems, Inc. (HPS/PayMedix)** Health Payment Systems, Inc. (HPS/PayMedix), is redefining how people access and pay for healthcare. We bring together provider networks, payments and financing, and industry partners to remove financial barriers and simplify the healthcare experience for everyone involved. Our team is solving one of the biggest challenges in healthcare: the flow of money and information between providers and consumers. The work we do improves access, reduces financial stress, and is reshaping how healthcare works at its most fundamental level. Our solutions include: - HPS Network: a high-performing, independent provider network in Wisconsin that helps employers control costs while maintaining strong access to care. - PayMedix: a national healthcare payments platform that pays providers in full, consolidates medical information and billing, and offers members interest-free financing for all in-network costs - TempoPay: a flexible healthcare benefit solution that gives eligible individuals a simple, predictable way to pay for care over time, with zero interest or fees. Join us in our mission to make the healthcare payments experience simpler, more transparent, and more connected – so people can focus on getting care when they need it, not when they think they can afford it. **About The Role** We are seeking a Manager, Financial Operations & Payments to lead the operational execution of our payments ecosystem across HPS, PayMedix, and TempoPay. This individual will own the day-to-day operational integrity of money movement, reconciliation, payment settlements, collections strategy, and financial workflows while helping modernize and scale our payments infrastructure. Today, these responsibilities are distributed across multiple teams and currently owned by our COO. As our business continues to scale nationally, we're looking for an operational leader who can bring structure, accountability, and scalable processes for our payments ecosystem. While you'll partner closely with the Finance team, this is not a traditional finance or accounting role. Instead, you'll own the operational execution of our payments ecosystem, including payment operations, settlements, reconciliation workflows, collections operations, vendor management, and payment exception management, ensuring these functions operate accurately, efficiently, and at scale. You'll collaborate cross-functionally with Finance, Product, Engineering, Customer Operations, Compliance, and external payment partners to improve operational performance, automate manual processes, strengthen operational controls, and build scalable processes that support our continued growth. This role reports directly to the COO and follows a hybrid working schedule of 2–3 days per week in our Milwaukee office. We are also open to remote candidates outside of Wisconsin. **Primary Responsibilities** - **Payments Operations Ownership:** Own the operational lifecycle of payment processing across HPS, PayMedix, and TempoPay, including payment execution, settlement, returns, exceptions, reconciliation workflows, operational reporting, and money movement while improving scalability, automation, and operational controls. - **Collections Strategy & Operational Excellence:** Establish and own the collections operations strategy across PayMedix and TempoPay, including collection workflows, customer segmentation, escalation paths, vendor management, and performance metrics. Partner closely with the BPO team responsible for executing the collections strategy to drive operational excellence. You will build scalable processes that reduce manual work, improve payment accuracy, streamline reconciliation, and support the modernization and growth of the payments ecosystem. - **Vendor Operations:** Own day-to-day operational relationships with payment processors, banks, collections vendors, and financial service partners by defining SLAs, measuring performance, resolving operational issues, and driving continuous improvement. - **Reporting, Analytics & Cross-Functional Execution:** Develop operational reporting and dashboards that provide visibility into payment performance, reconciliation accuracy, collections effectiveness, and operational KPIs. Partner with Product, Engineering, Finance, Compliance, Customer Operations, and executive leadership to improve payment infrastructure, launch operational initiatives, and support enterprise-wide modernization efforts. **Required Qualifications** - 7+ years of experience in payments operations, financial operations, fintech, banking, or payments infrastructure, with deep expertise in ACH, card payments, settlement, reconciliation, ledgering, and end-to-end money movement. - Proven experience owning and scaling payment operations, including reconciliation, payment exceptions, refunds, reversals, financial controls, and operational process improvements in high-volume environments. - Strong cross-functional leadership with experience partnering 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 a track record of improving payment accuracy, resolving reconciliation issues, developing KPIs and reporting, and building scalable, efficient payment operations. **Key Attributes for Success** - *Manages Complexity:* Breaks down complex payment operations into scalable, efficient processes by simplifying workflows, prioritizing competing demands, and improving operational performance across the end-to-end payments lifecycle. - *Balances Stakeholders:* Builds strong cross-functional partnerships by aligning Finance, Product, Engineering, Compliance, Customer Operations, and external partners to drive informed decisions and successful operational outcomes. - *Drives Results:* Takes ownership of critical payment operations by delivering measurable improvements in reconciliation accuracy, operational efficiency, financial controls, and payment performance through disciplined execution and continuous improvement. **Other Important Details** - Benefits: medical, dental, vision, HSA with company contribution, 401k/Roth with company match, 15 days of PTO, and more. *Hybrid Work:* - Hybrid if you're in Milwaukee, otherwise fully remote is available *Equal Opportunity & Workplace Environment:* - We are an equal opportunity employer and are committed to fostering an inclusive workplace where all employees can thrive. We consider applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. Reasonable accommodations will be provided to qualified individuals with disabilities throughout the hiring process and during employment. - This role is primarily performed in a professional office environment and typically involves working at a desk using a computer, phone, and other standard office equipment. The position requires regular communication with colleagues and stakeholders through phone, video, and written channels, as well as the ability to perform work using a computer. The role may also involve occasional movement around the office. Additional hours may occasionally be required to support key projects or business needs.