Financial Operations Analyst - ELITE Dental Alliance
About The Position
The Financial Operations Analyst opening is with Elite Dental Alliance , a business unit of Cain Watters & Associates. ELITE is the nation’s largest purchasing platform built for the independent dental practice. ELITE helps private dental practices compete with corporate dentistry by providing significant savings on products and services used every day. Serving all dental specialties, ELITE’s Dentists save on virtually anything needed to run a dental practice. From supplies to equipment, software to websites, practice financing to patient financing, and everything in between, ELITE has the right vendors, the right pricing, and the right service. With ELITE’s Advocacy Team, dentists have access to expert guidance to help with making buying decisions, selecting the right vendors, and ensuring practices have everything they need to be successful. Reporting to the Finance Director, the Financial Operations Analyst plays a pivotal role in ensuring the organization’s financial stability through healthy cash flow management and process optimization. The role also involves analyzing and auditing reports to ensure accurate and timely cash flow.
Requirements
- Bachelor’s or Associate’s Degree in Auditing, Accounting, Business, or Finance preferred.
- 3-5 year’s experience in accounting or finance roles is desirable.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) required.
- Strong verbal and written communication skills, with excellent interpersonal abilities.
- Demonstrated ability to prioritize and manage multiple tasks in a fast-paced environment.
- Proven ability to work with cross-functional teams and complete project-based objectives as needed.
- Self-motivated with a strong sense of ownership and attention to detail.
Nice To Haves
- Advanced Microsoft Excel, SQL or Python experience will be a competitive advantage
- Experience with Monday.com, HubSpot, or similar CRM and Work OS systems preferred.
- Experience with Microsoft Business Central or similar ERP preferred.
Responsibilities
- Perform vendor payment audits to ensure administrative fees are accurate, current, and reflected in Monday.com.
- Collaborate with vendor success teams to guide payment collections and resolve payment-related inquiries or complaints.
- Conduct membership payment audits to ensure fees are up-to-date and accurately reflected in HubSpot and payment gateways.
- Collaborate with member sales and support teams to provide guidance on payment features and processes.
- Develop and provide periodic reporting on fees and collection performance.
- Receive, record, and process vendor fees in compliance with company policies.
- Prepare invoices for overdue vendor fees and perform comprehensive report assessments for accuracy before importing into sales data.
- Coordinate with the Vendor Loyalty Program Manager to address member inquiries about loyalty program redemptions.
- Track membership redemptions using HubSpot Tickets.
- Process payments in line with company protocols based on redemption receipts and renewal dates.
- Receive, record, and process membership fees in adherence to company policies.
- Manage special condition payments in accordance with company policies.
- Proactively identify opportunities to enhance vendor and member experiences, streamline reporting, and optimize payment processes.
- Conduct outbound collection calls to members with past-due balances by engaging in empathetic and professional conversations to recover payments and resolve account issues.
- Serve as the primary point of contact for members regarding overdue accounts, providing clear communication and solutions to address outstanding balances.
- In collaboration with the finance, sales, and vendor success team, work closely to investigate and resolve billing discrepancies or disputes to prevent future delinquencies.
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
- Dental and Vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing Education resources
- Family Planning Assistance Program and Paid Parental Leave
- Subsidized fitness programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
101-250 employees
