Senior Manager, Client Retention-Financial Services

Work Location:

At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members.

Who You Are:

You are a strategic thinker and expert in your field who thrives in a fast-paced consulting environment. You enjoy diving deep into complex problems, developing innovative solutions, and driving value for clients. Your knowledge spans vendor negotiations, industry best practices, and process optimization, and you're passionate about using your expertise to impact Fortune 1000 clients.

Subject Matter Expert:

An accomplished professional with deep expertise in financial systems, payment processes, and compliance-driven revenue operations. Key areas of specialization include:

• APPO (Accounts Payable Payment Optimization) – A consultant with expertise in accounts payable operations and payment programs analyzes existing workflows and vendor payment platforms (ERPs) to identify inefficiencies and cost-saving opportunities. They implement automation strategies, including virtual cards and rebate-eligible solutions, to reduce processing costs and generate revenue. Additionally, they work closely with finance and procurement teams to optimize vendor enablement, streamline approval processes, and ensure compliance with internal controls and industry standards.
• ARPO (Accounts Receivable Payment Optimization; includes merchant services) – A consultant specializing in credit card processing cost reduction analyzes merchant statements to uncover hidden fees and savings opportunities, advises on optimized payment structures and compliance strategies, and leads the implementation of new or renegotiated solutions to ensure regulatory alignment and maximize cost efficiency.
• Treasury Services – A consultant specializing in banking fees and services helps companies reduce costs by reviewing banking relationships, fee structures, and account services to identify savings opportunities. They negotiate with financial institutions for more favorable terms and optimized treasury management solutions. Additionally, they provide guidance on bank account structures, liquidity management, and service utilization to ensure alignment with the company’s operational and financial objectives.
• Debt Advisory Services - A consultant with expertise in lending programs and credit facilities helps companies optimize their debt structures by assessing existing loans, credit lines, and financing agreements to uncover opportunities for cost savings and improved terms. They negotiate with banks and lenders to secure lower interest rates, restructure agreements, and align credit facilities with current business needs. Additionally, they advise on capital structure strategy, covenant management, refinancing options, and alternative lending solutions to enhance financial flexibility and reduce borrowing costs.
• AP Audits- A consultant specializing in AP audits helps companies recover lost funds by conducting detailed reviews of accounts payable transactions to identify overpayments, duplicate payments, and missed credits. They analyze vendor contracts, invoice data, and payment terms to detect discrepancies and ensure compliance. Working closely with internal finance teams and external vendors, they resolve audit findings and implement process improvemen