Lead, Clinical Finance Services

**Department** Faculty of Medicine & Dentistry - Dentistry Dept Non-Budgeted

**Salary range** $54,977.40 to $74,669.16

**Hours per week** 35

**Grade** 8

**Posted date** September 16, 2025

**Closing date** September 23, 2025

**Position Type** Full Time - Operating Funded

**Description**:
**_This position is a part of the Non-Academic Staff Association (NASA)._**

This position offers a comprehensive benefits package.

**Location** - This role is in-person at North Campus, Edmonton.

**Working at the University of Alberta**
- The University of Alberta acknowledges that we are located on Treaty 6 territory, and respects the histories, languages and cultures of First Nations, Métis, Inuit and all First Peoples of Canada, whose presence continues to enrich our vibrant community._

The University of Alberta is a community of knowledge seekers, change makers and world shapers who lead with purpose each and every day. We are home to over 14,000 faculty and staff, more than 40,000 students and a growing community of 300,000 alumni worldwide.

Your work will have a meaningful influence on a fascinating cross-section of people — from our students and community members, to our renowned researchers and innovators, making discoveries and generating solutions that make the world healthier, safer, stronger and more just. Learn more.

**Position Summary**

Reporting to the Supervisor, Business Finance & Dental Outreach, the Lead, Clinical Finance Services, oversees daily financial transaction processing, reporting, and accounts receivable, and is the key contact for all patient financial and insurance inquiries. In addition to these duties, this position provides leadership and management for the Clinical Finance Services Team, including supervision, recruitment, and performance management.

**Duties**

Clinical Finance Responsibilities
- Monitors the notifications of electronic bank payments, enters payments in axiUm, updates patients' accounts, etc.
- Processes cheque, debit, and credit card payments and completes daily deposits.
- Collects fees and completes insurance and third-party billing forms, including coordination of benefits in the event of multiple insurance carriers.
- Processes CDAnet and paper claim submissions.
- Enters adjustments for no-cost treatment.
- Prepares the daily deposit of the Department and ensures all appropriate backup documentation is obtained for audit purposes.
- Contacts patients and insurance companies to ensure prompt payments of aged balances when required.
- Answers inquiries from both patients and insurance companies regarding dental treatment.
- Provides financial/insurance support to the clinical Finance clerks and patients.
- Coordinates and receives documents and enters transaction notes (explanation of benefits, pre-authorizations, correspondence, etc.), and files/scans into patients’ electronic charts in the axiUm database as per protocol.
- Ensures proper allocation of payments is entered into axiUm and Viewpoint in conjunction with the appropriate treatment and funding source.
- Is responsible for ensuring that accounts receivable are up to date: sending statements, contacting patients for payments, and following up with insurance companies for outstanding balances owed.
- Sets up Insurance companies: in axiUm, with EFT documentation, CDAnet submission, and login.
- Has the ability to critically analyze all aspects of the patient record and identify any required changes.
- Provides backup for Clinical Finance Clerks as required.

Department Financial Responsibilities
- Is responsible for unit-level financial initiation processes.
- Verifies and processes invoices and corporate credit card payments, as well as reconciliation.
- Prepares external billing invoices as needed.
- Manages the Shopify site and billing of lost/broken equipment with direction from the Materials Management Supervisor.
- Provides back-up coverage to the Supervisor when required.
- Completes special projects and performs other administrative duties as required.

Supervision and Leadership
- Provides leadership, supervises, and assigns projects to the Clinical Finance Services Team.
- Trains, mentors, and evaluates staff to ensure appropriate professional development and performance.
- Fosters a collegial culture and role models a service-oriented approach.
- Provides full-scope supervision of unionized staff (recruitment, training, performance evaluation and management, management of time approvals, vacation, and overtime / banked time, etc.).
- Collaborates and consults with the Supervisor, Business Finance and Dental Outreach, Manager, Clinical Services, and HRP/HRA and/or Central HR units regarding complex HR, employee relations, and labor relations issues to ensure compliance with: Collective Agreement requirements; institutional and best practice standards; legislative requirements; and relevant UAPPOL requirements.
- Provides strategic and operational updates and recommendations to the Superv