Manager, Financial Operations

Overview

The organization is seeking a Manager, Financial Operations & Payments to lead the operational execution of its payments ecosystem. This role owns the day-to-day operational integrity of money movement, reconciliation, payment settlements, collections strategy, and financial workflows, while helping modernize and scale payments infrastructure.

Responsibilities span payments operations, settlements, reconciliation workflows, collections operations, vendor management, and payment exception management across HPS, PayMedix, and TempoPay.

Responsibilities

• Payments Operations Ownership

  • Own the operational lifecycle of payment processing across HPS, PayMedix, and TempoPay, including payment execution, settlement activities across members, providers, employers, TPAs, returns, exceptions, reconciliation workflows, operational reporting, and money movement.
  • Improve scalability, automation, and operational controls across the end-to-end payments lifecycle.

• Collections Strategy & Operational Excellence

  • Establish and own collections operations strategy across PayMedix and TempoPay, including collection workflows, customer segmentation, escalation paths, vendor management, and performance metrics.
  • Partner with the BPO team responsible for executing collections strategy to drive operational excellence.
  • Build scalable processes that reduce manual work, improve payment accuracy, streamline reconciliation, and support modernization and growth.

• Vendor Operations

  • Own day-to-day operational relationships with payment processors, banks, collections vendors, and financial service partners.
  • Define SLAs, measure performance, resolve operational issues, and drive continuous improvement.

• Reporting, Analytics & Cross-Functional Execution

  • Develop operational reporting and dashboards to 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 and launch operational initiatives.
  • Support enterprise-wide modernization efforts and ensure operational readiness for audits, compliance reviews, and regulatory requirements.

Requirements

• 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 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.

Preferred Qualifications

• Key attributes for success:
  • Manages Complexity: Breaks down complex payment operations into scalable, efficient processes.
  • Balances Stakeholders: Aligns cross-functional partners to support informed decisions and successful operational outcomes.
  • Drives Results: Delivers measurable improvements in reconciliation accuracy, operational efficiency, financial controls, and payment performance through disciplined execution and continuous improvement.

Compensation & Benefits

• Competitive salary, depending on experience
• Benefits: medical, dental, vision
• HSA with company contribution
• 401k/Roth with company match
• 15 days of PTO and more

Location & Work Schedule

• Hybrid work: 2–3 days per week in the organization’s Milwaukee office if located in Milwaukee.
• Remote candidates outside of Wisconsin are also considered.

Workplace & Physical Requirements

• Primarily performed in a professional office environment.
• Work involves using a computer, phone, and standard office equipment.
• Requires regular communication with colleagues and stakeholders via phone, video, and written channels.
• May involve occasional movement around the office.
• Additional hours may occasionally be required to support key projects or business needs.

Equal Opportunity

The organization is an equal opportunity employer and is committed to fostering an inclusive workplace. Consideration is provided 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.