Financial Operations Analyst ELITE Dental Alliance

About Elite Dental Alliance

The Financial Operations Analyst opening is with Elite Dental Alliance. ELITE is the nations 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 ELITEs 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 ELITEs 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.

Summary/Objective

Reporting to the Finance Director the Financial Operations Analyst plays a pivotal role in ensuring the organizations 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.

Essential Functions

1. Perform vendor payment audits to ensure administrative fees are accurate current and reflected in .

2. Collaborate with vendor success teams to guide payment collections and resolve payment-related inquiries or complaints.

3. Conduct membership payment audits to ensure fees are up-to-date and accurately reflected in HubSpot and payment gateways.

4. Collaborate with member sales and support teams to provide guidance on payment features and processes.

5. Develop and provide periodic reporting on fees and collection performance.

Responsibilities & Duties

1. Receive record and process vendor fees in compliance with company policies.

2. Prepare invoices for overdue vendor fees and perform comprehensive report assessments for accuracy before importing into sales data.

3. Coordinate with the Vendor Loyalty Program Manager to address member inquiries about loyalty program redemptions.

4. Track membership redemptions using HubSpot Tickets.

5. Process payments in line with company protocols based on redemption receipts and renewal dates.

6. Receive record and process membership fees in adherence to company policies.

7. Manage special condition payments in accordance with company policies.

8. Proactively identify opportunities to enhance vendor and member experiences streamline reporting and optimize payment processes.

9. Conduct outbound collection calls to members with past-due balances by engaging in empathetic and professional conversations to recover payments and resolve account issues.

10. Serve as the primary point of contact for members regarding overdue accounts providing clear communication and solutions to address outstanding balances.

11. In collaboration with the finance sales and vendor success team work closelyto investigate and resolve billing discrepancies or disputesto prevent future delinquencies.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education & Experience

• Bachelors or Associates Degree in Auditing Accounting Business or Finance preferred.

• 3-5 years experience in accounting or finance roles is desirable.

• Proficiency in Microsoft Office Suite (Word Excel Outlook) required.

• Advanced Microsoft Excel SQL or Python experience will be a competitive advantage

• Experience with HubSpot or similar CRM and Work OS systems preferred.

• Experience with Microsoft Business Central or similar ERP preferred.

• 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.

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however some filing may be required. This would require the ability to lift files open filing cabinets and bend or stand as necessary.

Position Type & Expected Hours of Work

This is afull time non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. There will be an in-office requirement of 5 days per week during the 1st 3 months of employment. Once appropriate skills are acquired there is the potential to work hybrid; 3 days in-office (typically Monday Thursday and Friday). Some flexibility in hours is allowed based on managements approval.

Job Compensation & Benefits
Through our competitive compensation and benefits program we seek to attract retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors including but not limited the size of our Company our financial position the industry business objectives market salary information benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work with allowable pay differences based on factors not prohibited by law) and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $25.00 p/h - Maximum: $37.00 p/h

Benefits

• Competitive Salary

• Employer Paid Medical Short-Term Disability Accident Life and AD&D Insurance

• Dental & Vision Insurance

• Unlimited PTO

• Company-Paid Holidays

• Safe Harbor 401k Plan

• Generous Employer HSA Contributions

• Employer Paid Professional Dues Licenses/Renewals

• Continuing Education Resources

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy we encourage you to report them immediately by contacting HR at . Your concerns will be handled with the utmost confidentiality and care.