Fortis

Manager

• Manage Interchange qualification and optimization through partnership with development team (CEPD project).
• Develop and refine merchant pricing strategies, including Interchange Plus, Tiered, and Flat Rate models.
• Analyze transaction fees, interchange costs, and risk factors to improve pricing models.
• Work with sales teams to structure competitive and profitable merchant pricing agreements.
• Implement repricing initiatives that align with card releases in addition to off-cycle actions.
• Reconciliation of incoming monthly residual payments and other primary sources of revenue (gateway).
• Monitor revenue trends and identify discrepancies in residual payments.
• Prepare sales incentive analyses for new partner relationships (dev incentives, Schedule A approvals per authorities matrix).
• Reconciliation of outgoing residuals to ensure alignment with Schedule A and expected margin.
• Implement process improvements to streamline Merchant Pricing and Profitability Optimization responsibilities.
• Partner with BI and Underwriting to ensure access to necessary data is available and centralized.
• Ensure compliance with industry regulations, contractual agreements, and internal financial policies.

Pricing Manager

Consultant

• Plan and execute ground transportation for ultra high net worth clients
• Organize security services and concierge services

Global Travel Consultant

Security Engineer

• Deploy on-ground for client-facing facilitation and security operations.
• Lead planning for movements/events that meet the security threshold (threat, complexity, profile, venue).
• Provide Operational Journey Support in secondary markets.
• Serve as security SME on complex, multi-stop itineraries; integrate drivers, assets, venues, and event security.
• Produce advance packets: site/route surveys, risk snapshots, arrival/departure diagrams, communication plans.
• Liaise with FBOs, hotels, and venues for access control, back-of-house routing, VIP holds; maintain operational plans, communications and AARs.
• Act as day-of client point of contact for security-tier operations; set comms rhythm and escalation thresholds.
• Deliver concise briefs and rolling updates; translate risk and logistics into options with trade-offs and recommendations.
• Recruit, vet, train, and qualify local security providers across multiple locations.
• Deliver brand-aligned onboarding/training to providers (standards, attire, comms, reporting, client etiquette).
• Scout and vet markets, run practical assessments, and supervise trial deployments.
• Provide coaching and administrative lift to the Network Team; track readiness, currency, and coverage gaps.
• Adhere to SOPs for advance work, communications discipline, documentation, and post-operation reporting.

Fractional Security Coordinator

Financial Planning and Analysis

• Provide close support to, and interact frequently with, leaders across all areas of the organization as well as Private Equity partners.
• Reconciliation of monthly residual payments and other primary sources of revenue.
• Monitor revenue trends and identify discrepancies in residual payments.
• Perform variance analysis to assess profitability and optimize residual revenue streams.
• Develop and refine merchant pricing strategies, including Interchange Plus, Tiered, and Flat Rate models.
• Analyze transaction fees, interchange costs, and risk factors to improve pricing models.
• Work with sales teams to structure competitive and profitable merchant pricing agreements.
• Provide leadership with timely, accurate, and insightful financial analysis to monitor business KPIs and financial results to enable key strategic decision-making.
• Build complex financial models for recurring and ad hoc reporting purposes.
• Provide insights into revenue and cost variances to budget.

Pricing Manager

Global Travel Consultant

Fractional Security Coordinator

Senior Financial Planning & Analysis Analyst