Financial Operations Analyst - ELITE Dental Alliance

About Elite Dental Alliance

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.

Summary/Objective

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.

Essential Functions

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

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 closely to investigate and resolve billing discrepancies or disputes to 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

• 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.

• 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.

• 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 a full 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 management’s 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

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

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

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 hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.