IDOC Careers

Current Openings

Bookkeeper

Role Summary

The Bookkeeper role will actively keep the books of a portfolio of OD clients – coding transactions, reconciling statements, and handling monthly close – as well as managing payroll for participant practices. As we expand our service offering, helping to manage accounts payable and helping to pay bills will also be part of the role.

Responsibilities

Oversee the bookkeeping and financial reporting process for Independent Practice Owners (our Members).
Assist in coding transactions, coordinate with owners on decision to expense or capitalize equipment purchases.
Reconcile accounts and close books monthly.
Support payroll process, including processing payroll, paying taxes, and filing payroll reports.
Support up to 60 client practices per month.
Provide feedback and guidance to development of the service.

Requirements

Proficient in QuickBooks Online.
QuickBooks Payroll, Gusto Payroll, ADP and/or Paychex proficiency preferred.
Expert skills in Excel spreadsheet (i.e. Pivot tables, v Lookup, and other Excel functions) and competency with other Microsoft Office applications.
Must have excellent written and verbal communication skills, excellent time management skills, strong decision-making ability, and excellent attention to detail.
Well organized, able to work in a fast-paced environment.
Self-directed and able to work remotely.
Committed to collaboration and teamwork.
Ability to thrive in a dynamic environment.

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Director of Financial Planning & Analysis

Role Summary

At IDOC, "we empower independent owners to live the practice of their dreams." IDOC employees go to work every day with this "Why" as their motivation. Every role at IDOC is critical in helping to make our Members’ dreams become a reality. The Director, Financial Planning & Analysis will have a broad range of responsibilities involving ensuring that company assets are protected, monthly closings are accurate, and financial resources are optimally deployed. The position will also lead the annual budget and periodic forecasts process in concert with management, supporting management in establishing and achieving business objectives and developing action plans to support the company’s growth objectives. This role also provides analytical support to the organization by providing insights on current financial performance, risks and opportunities.

The Director of Financial Planning and Analysis is responsible for assisting in the management of the following:

Lead the Budgeting and Forecasting processes, including the Annual Budget, Monthly Operating and Cash Flow Forecasting.
Analyze current and past trends in key performance indicators including all areas of revenue, expenses, capital expenditures, reserves and cash flows, highlighting trends and analyzing causes of unexpected variances.
Participate in cross-functional efforts within Finance and Operations to improve systems, reporting, planning, and analysis capabilities. Perform ad-hoc reporting and analysis to support strategic decisions.

Responsibilities

Oversee and manage the Accounting department functions, including budget and forecast development, payroll, tax provision calculations, balance sheet and cash flow statement development, Member invoicing, and month-close and year-end processes.
Collaborate with outside audit/tax firms and own financial audits and provide recommendations for continuous improvements.
Manage and coordinate quarterly tax planning and filings.
Lead all budgeting, forecasting initiatives throughout the various business entities, including monthly, quarterly, and annual financial reporting, providing budget to actual analysis.
Develop, improve, and issue timely monthly financial records. Effectively communicate the financial results to each department leader.
Assist with annual budgeting and forecasting processes, communicating guidelines and timelines, crafting, and maintaining budget templates, providing training, consolidating, and preparing presentation materials for leadership.
Strengthen, document, and disseminate financial planning and analysis processes and standard methodologies, and contribute to the development and strengthening of organizational efficiency and effectiveness.
Design, establish, and maintain an organizational structure to effectively accomplish the department’s goals and objectives.
Guide discussions with business leaders, functional leaders, and the senior leadership team to understand and optimize business performance.
Provide expertise to help assess the needs of teams across the organization related to financial management and build resources, tools, and activities to further develop those skills.
Work with the VP, FP&A to assist in the development of a strategy and plan for the various business units which includes strategic and transformational projects to drive continual automation and work reduction tools and processes to support effective and accurate financial planning across the organization.
Other duties in support of the internal Finance team and as required and advised by the VP of FP&A. These may, on occasion, be unrelated to the position described here.

Requirements

7+ years of demonstrated experience in a financial/accounting role.
CPA required.
Financial statement knowledge and understanding of US GAAP.
Experienced in leading audits, advanced account reconciliation, financial statement preparation (including multi entity consolidation) and budget reporting.
Strong analytical and problem-solving skills. Ability to evaluate financial and operating trends as well as the financial impact of new opportunities.
Ability to meet deadlines including month-end close timeline schedules.
Proficiency with Microsoft Office (strong Excel and PowerPoint a must).
Detail oriented, proactive multi-tasker.
Strong organization and prioritization skills.
Ability to be flexible and work with different functions within the company.
Ability to communicate confidently with members of senior management.
Strong verbal and written communication skills.
People management experience preferred.

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Practice Development Manager

Role Summary

The Practice Development Manager will expand the IDOC network through outreach to potential new independent optometric practices and work to close qualified leads through our robust marketing strategy as well as develop new leads through an expansive network of existing members and vendor support. The PDM will acquire, onboard, and provide ongoing service to members within a defined territory. Core responsibilities will entail meeting membership growth goals for current member engagement and achieving new member and services enrollment growth targets.

Responsibilities

Business Development
- Identify, pursue, and close Independent Optometric Practices (prospects) for new IDOC memberships using a variety of sales techniques including networking with existing membership base and through soft lead generation.
- Develop, maintain, and leverage relationships with current members, Independent Optometry Business Owners (prospects), vendor partners, and local/state industry contacts within the territory to generate referrals.
- Communicate proposed value proposition for services through sales presentations and electronic communications to referral sources.
Account Management
- Manage day-to-day interactions and engagement with existing member accounts; analyze business, conduct account reviews, provide solutions, resolve issues, increase vendor programs and engagement, upsell membership plans (if warranted), and serve as an extension of member’s business.
- Examine current member accounts for unmet needs and service deficiencies to provide recommended solutions and driving referrals.
- Gain additional referrals as a result of building strong business relationships from current membership base.
- Develop, expand, and leverage vendor relationships; through deep understanding of products and programs and to gain referrals for new memberships as an expected outcome.
- Demonstrate understanding of the independent optometry industry; stay well-informed on trends, competitors, state regulations, and managed care environment.
- Collaborate with IDOC departments and team members; professional affairs, marketing, consulting, accounting, etc.
- Foster team effectiveness and accomplishment of shared goals by sharing knowledge, experience, and information in order to optimize overall team sales strategies.
- Use, leverage, and maintain Provident and HubSpot CRM database systems for members and prospects.
- Complete all administrative duties including expense submission, travel planning, and more as required or directed.

Requirements

Strong proficiency with Microsoft Office, SQL, Tableau, HubSpot (or similar Sales & CRM databases) and other data analytics tools, a plus.
Excellent oral and written communication skills.
Demonstrated skills in influencing key decision makers to buy in on a project or plan of action.
Energetic and focused self-starter that is goal/results oriented.
Exceptional organization skills.
Demonstrated ability to work independently and in a close team environment.

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