Operations Accounting Analyst

Operations Accounting Analyst

FSLA Classification: Exempt

Job location: Remote

Reports to: Operations Accounting Manager

Job Summary/ Objective:

This role's purpose is to support Finance, Research Sites, and Contracts while executing study financial requirements including study setup in CTMS, study billing/invoicing, cash application, and investigator payments.

Essential Functions:

• Understand study contracts in terms of billable items, keeping abreast of new contracts and contract amendments (change orders).
• Structure new studies within the CTMS to facilitate study sponsor billings, patient stipends, physician payments.
• Work cohesively with all counterparts to understand study nuances as finances are impacted and to ensure study budgets are properly structured.
• Prepare invoices using the CTMS for invoiceable items and record said invoices in the company’s financial system.
• Apply cash receipts against unbilled and invoiced study subject visits and procedures; work with customers to resolve payment discrepancies.
• Keep abreast of customer outstanding balances due, following up on aged items and escalating as necessary.
• Other special projects and analyses as requested.
• Identify opportunities for process improvement.

Education/Experience/Skills:

• Education: Degree in business or accounting preferred or equivalent related work experience
• Licensure and/or Certification: n/a
• Experience: Bookkeeping/accounting; CTMS (CRIO preferred) background a plus
• Knowledge/Skills/Abilities: Detailed oriented and a strong work ethic; clinical research experience is helpful but not required
• Required: QuickBooks Online and Basic to Intermediate Excel
• Outlook and Teams
• Office environment set up for 100% remote position

Working Conditions/ Physical Demands:
Standard operating hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. May be required to complete job-related tasks outside of that time frame in excess of a standard 40-hour work week. Requires prolonged walking, standing, some bending, stooping, and stretching. Requires hand-eye coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment. Requires normal range of hearing and eyesight to record, prepare and communicate appropriate reports. This position is remote.

Travel required: 0%

Disclaimer

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer with or without notice. The Employer reserves the right to transfer employees between job locations depending on the company's needs at any time. Nothing in this job description supersedes the requirement to adhere to the company policies.