Cain Watters & Associates · 9 hours ago
Financial Operations Analyst - ELITE Dental Alliance
Frisco, Texas, United States
Full-time
Hybrid
Mid Level
$25/hr - $37/hr
3+ years expCain Watters & Associates is the parent company of Elite Dental Alliance, a leading purchasing platform for independent dental practices. The Financial Operations Analyst is responsible for ensuring financial stability through cash flow management and process optimization, as well as conducting audits and collaborating with teams to enhance payment processes.
Financial Services
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
Qualification
Required
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
Preferred
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
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
Company
Cain Watters & Associates
Cain Watters & Associates is a financial planning service provider based in Texas.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Erwin, CPA
Chief Financial Officer
Brian Bortz
Financial Planner / Partner
Recent News
Company data provided by crunchbase