Operations Analyst

About the job
*Candidates located in Dallas, Texas will only be considered at this time*
The Opportunity
Comprehensive Finance, Inc., an OrthoFi Company, provides software solutions that enable healthcare professionals to make optimal care accessible while enhancing the patient billing and payment experience. As an Operations Analyst, you will drive improvements and enhancements to our data, our processes, our tools, and our product. This is an extraordinary opportunity for someone who is looking to join a great company culture in a business that is driven by purpose.
What You Will Do:

• Responsible for monitoring and correcting system exceptions
• Ensure data integrity within Salesforce and understand the operational impact to billing and revenue
• Import and export data using data loader as it relates to various applications and tasks
• Understanding of proper controls and payment procedures
• Setup and maintain all merchant billing
• Build and maintain documentation of key processes, system functionality and tools
• Validate daily ACH files for accuracy and submit to the bank for processing
• Review and evaluation of billing data for accuracy
• Managing chargebacks, refunds and clawbacks across all products
• Monthly collaborate with the accounting team to reconcile the funds flow across all products
• Utilize MS Excel to manipulate data extracted from various internal systems
• Create reports and dashboards to support all departments

What you will bring:

• Strong client facing experience including verbal and written communication skills
• A 'can do' attitude with strong follow-through habits, and a willingness to take on whatever tasks are needed to complete the job
• Ability to establish and maintain focus including solid time and project management skills
• Bachelors degree required
• Proficient use of Salesforce, PowerPoint, Word, Outlook and Excel

What's in it for you...

• Full medical, dental, and vision benefits with 100% employer paid options
• 401(k) match
• Unlimited PTO
• Supportive culture with one-of-a-kind growth and development opportunities
• Option to work from home or in the office
• Employer HSA contribution
• Paid Parental Leave
• Company and team outings
• Peer-to-peer recognition program
• Company sponsored premium subscription to the Calm app
• Vendor discounts

Compensation: $50,000K - $65,000K
**Please note that the compensation information that follows is a good faith estimate for Colorado-based hires only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.**
Work Authorization: You must be authorized to work for any employer in the US.
Who We Are
Comprehensive Finance, Inc. (CFI), an OrthoFi company, is a financial technology company offering payment solutions for dentists and other healthcare providers including plastic surgeons, ophthalmologists, audiologists and other specialists. CFI offers customized payment plans for all through its Compassionate Finance™ brand, increasing the likelihood of payment while also empowering providers to focus on care. CFI's Abella™ solution harnesses mobile technology to remove the costly burden of collecting receivables through a unique and adaptable cloud-based platform offering patients a wide variety of tailored payment arrangements. CFI is built on a core belief that simplifying the payment process helps all patients get access to the high-quality care they deserve. CFI's human approach to patient payments has established the company among the fastest-growing patient financing solutions providers in the industry.
CFI has recently been acquired by OrthoFi, an innovative software and technology-enabled service platform for the orthodontic specialty industry. The combined businesses will leverage the strengths in both companies to deliver impactful solutions that help specialist health practices grow while delivering outstanding care.
Our purpose is to radically improve the way patients access and pay for quality elective care. Diversity, equity, and inclusion (DEI) ensures we can fulfill our purpose by creating a better, more equitable and inclusive workplace for our community members and healthcare experience for all.
By focusing on DEI, we are working towards our mission of connecting more patients with quality orthodontic and dental care and helping make treatment accessible to over 1 million patients a year by 2025 . Equity is core to our mission to serve patients, and DEI is embedded in our core values, especially "seek diversity," and "do what's right.""
OrthoFi is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
Show more Show less
Top skills for this role
Build these skills listed on the job description or by the job poster.
Written Communication
Microsoft Excel
Salesforce.com
Microsoft PowerPoint
Account Reconciliation
Communication
Dashboard
Microsoft Outlook
Project Management
Chargebacks
Employer-provided
Pay range in Dallas-Fort Worth Metroplex
Exact compensation may vary based on skills, experience and location
Base pay range
$50,000.00/yr - $65,000.00/yr