Finance Manager
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Position Overview & Specifications
Finance Manager
Are you looking for a company that you can call home and have opportunities to grow? We looking for an experienced Finance Manager to join our growing practice. This position provides a variety of financial duties for the patients in an efficient manner. Prepares and presents treatment plans at consult, acts as liaison between insurance companies, office and patients, and manages collections and insurance reimbursements.
Primary Duties
- Create treatment plans to be presented to patients
- Prepares predetermination of benefits as requested
- Returns calls from patients/Referring Offices regarding account and insurance questions
- Submit insurance claims on a daily basis.
- Review and mail patient monthly statements
- Reviews Accounts Receivable Aging
- Follows up on denied or incomplete insurance EOBs
- Follows through on all overdue accounts using proper collection procedures
- Prepares Refund Request Report
- Month end reports
- Coordinate orthognathic patient treatment to include presenting treatment plan, surgical scheduling and coordination with hospital and patient
- Reauthorizations and collection of deposits and fees.
Secondary Duties
- Back up for incoming calls
- Help front office staff when necessary
- Other duties as assigned
Skills and Experience
- Proficient in Microsoft office applications including Word, Excel, and Outlook
- Proficient in WIN/OMS
- Excellent customer service skills
- Excellent written and verbal communication skills
- Professional voice inflection and direct eye contact
- Belief in practice treatment and fees
- Proficient in basic math and accounting skills
- Ability to sit behind a desk approximately 80% of the workday.
Requirements
- Management of the Accounts Receivable Cycle
- 3+ years of experience
- High school diploma
Job Type: Full-time
Pay: $30.00 - $34.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to commute/relocate:
- Los Gatos, CA: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Accounts Receivable: 3 years (Required)
- Medical office management: 3 years (Preferred)
Work Location: In person
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Finance Manager roles across Confidential's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £30 - £34 bracket, including retirement vesting and health parity.
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