Eric Stein
Hamden,CT
Summary
Experienced and driven professional looking to make a positive impact at an organization by leading teams to solve meaningful challenges using strong communication, relationship management, and analytical skills. Proven track record of results based on sound decision-making, with consideration of broader organizational goals.
Overview
10
10
years of professional experience
Work History
Senior Manager, Payment Operations
Bold
10.2024 - 03.2026
- Managed simultaneous relationships with established portfolio of 10+ payment processors and 10+ payment vendors, ensuring open items were addressed and operations ran smoothly
- Responsible for generating and managing operational budget of over $3M to cover various payment vendor services, including detailed reconciliation and validation of invoices
- Demonstrated ability to lead multiple internal and external technical and business teams to solve complex challenges
- Managed and empowered employees to grow their skills and responsibilities to increase the broader team's output
Manager, Payment Operations
Bold
05.2021 - 10.2024
- Maximized use of talent within my team to drive efficiencies, including process automation and improvements that saved time and reduced instances of human error
- Led a product development project in conjunction with engineering counterparts to build a payment decline management engine and interface which allowed my team to drive increases in payment decline recovery via multivariate testing - annual revenue from decline recovery program exceeded $50M
- Utilized resources and developed network to stay up to date with latest changes and trends in the payments industry, and ensure my organization was positioned to remain compliant with regulations and take advantage of opportunities
Senior Financial Analyst
Bold
04.2019 - 05.2021
- Continued ownership of payments projects and role as SME, and began supervisory role leading a team of payment and risk analysts
- Utilized expanding team bandwidth to increase team scope and drive more value to Bold through payment optimizations and strategic partnerships - this included launching Visa VMPI/OI, Visa RDR, and Ethoca Consumer Clarity products
- Responsible for payment transaction traffic routing and decline management to optimize risk and revenue
- Continued work with M&A - traveled to Warsaw, PL for 2 months to assist with acquisition of Zety.com and collaborate with the team that joined the Bold organization
- March 2020 - Entire organization moved to remote work - successfully transitioned to remote team management
Financial Analyst
Bold
09.2016 - 03.2019
- Developed a deep understanding of the payment processing industry, and related regulations - served as SME to my organization while reporting to the CFO and obtained valuable exposure to a broad range of business and technical functions
- Instrumental in growing Bold's payment processing portfolio of acquiring partners and payment vendors by identifying and scoping potential partners, contacting and negotiating contracts, coordinating integrations with technical teams, and maintaining ongoing relationships with acquirers and vendors post go-live
- Established compliance audit procedures to ensure ecommerce requirements were met, and led presentations to C-level and product department execs to highlight and oversee implementation of necessary changes
- Collaborated with marketing and legal teams on multiple M&A deals - developed financial models, presented valuation estimates to C-level, and negotiated with M&A targets
- Led establishment of dispute representments program leading to over $1M in net annual recovered revenue
Education
Bachelor of Science - Financial Information And Analysis
Clarkson University
Potsdam, NY05-2016
Skills
- Excellent written and verbal communication
- Cross-functional team management and collaboration
- Strategic planning
- Data-driven decision making
- Relationship management (internal and external)
- Contract review and negotiation
- Complex problem solving
- Budget planning and management
- Financial modeling
- Product development
Timeline
Senior Manager, Payment Operations
Bold
10.2024 - 03.2026
Manager, Payment Operations
Bold
05.2021 - 10.2024
Senior Financial Analyst
Bold
04.2019 - 05.2021
Financial Analyst
Bold
09.2016 - 03.2019
Bachelor of Science - Financial Information And Analysis
Clarkson University