Finance Generalist

Be Well Clinical Studies•Lincoln, NE

9d•$62,500 - $67,500•Onsite

About The Position

The Finance Generalist supports entity-wide financial operations for Be Well Geriatrics, Memory, and Longevity, LLC, including its clinical care and memory services, while managing specialized research finance responsibilities for Be Well Clinical Studies, LLC. The role ensures accurate financial transactions, accounts payable and receivable, payroll support, reconciliations, reporting, clinical trial billing, and financial data integrity across the organizations. It works with operational, clinical, research, finance, and executive leadership to maintain entity-level records, strengthen internal controls, support revenue performance, and improve financial processes. Responsibilities include day-to-day financial administration for clinical care and memory services; maintaining accurate, separate records by legal entity, department, location, and service line; reconciling accounts and investigating discrepancies; supporting patient billing, budgets, cash-flow monitoring, close activities, financial reporting, payroll, vendor records, and internal controls. The role also supports research finance by interpreting Clinical Trial Agreements, budgets, and sponsor payment schedules; setting up study billing workflows in CRIO; monitoring billable study activity; preparing sponsor invoices; tracking payments, reimbursements, expenses, receivables, and study financial performance; and supporting study startup, maintenance, and closeout. The position maintains financial information and supporting documentation in CRIO, QuickBooks, or designated systems; generates reports; supports audits and procedures; and collaborates with clinical research coordinators, regulatory specialists, principal investigators, department managers, and leadership. Pay range is $62,500–$67,500. The position is located in Lincoln, Nebraska, is full-time, has a day shift, and requires no travel.

Requirements

Experience supporting multi-entity financial operations in healthcare, a physician practice, memory care, clinical research, or another regulated environment.
Ability to maintain accurate entity-level accounting records, reconciliations, allocations, and supporting documentation across related organizations.
At least two years of experience in clinical research finance, clinical trial billing, clinical trial accounts receivable, research accounting, or other research-related financial operations.
Experience interpreting Clinical Trial Agreements, study budgets, sponsor payment schedules, and research financial terms to support study billing, invoicing, and reconciliation.
Working knowledge of accounting principles and financial controls.
Proficiency in Excel and QuickBooks or similar accounting software.
Experience preparing sponsor invoices and reconciling clinical trial payments against contract terms, study milestones, and completed visit activity.
Experience working within a Clinical Trial Management System, CRIO, or similar research finance platform.
Strong understanding of clinical research operations and the financial lifecycle of sponsor-funded clinical trials.
Advanced proficiency in Microsoft Excel, including reconciliation, reporting, and financial analysis functions.
Demonstrated experience managing accounts receivable, payment tracking, collections, and financial record maintenance.
Strong analytical, organizational, and problem-solving skills; exceptional attention to detail; and ability to maintain confidentiality.
Ability to manage multiple studies and competing priorities in a fast-paced research environment.

Nice To Haves

Experience with healthcare revenue cycle processes, patient payments, payer remittances, and coordination with third-party billing partners.
Experience supporting month-end close and financial reporting for multiple related legal entities or business lines.
Knowledge of ICH-GCP and FDA-regulated clinical research environments.
Direct experience using CRIO.
Experience working for a clinical research site, Site Management Organization, Academic Medical Center, CRO, or sponsor.
Experience with study startup financial processes, sponsor portals, and study closeout reconciliations.
Experience with QuickBooks or similar accounting software.

Responsibilities

Support day-to-day financial operations, including accounts payable and receivable, vendor payments, deposits, expense review, and transaction documentation.
Maintain accurate general ledger coding and supporting records by legal entity, department, location, and service line, including intercompany transactions and shared-cost allocations.
Reconcile bank accounts, credit cards, merchant deposits, patient payments, and other financial activity; investigate and resolve discrepancies.
Coordinate with internal teams and external billing partners regarding patient billing, collections, payer remittances, adjustments, and outstanding balances.
Assist with monthly and year-end close activities, reconciliations, accrual support, financial schedules, and requested documentation.
Support entity-level budgets, cash-flow monitoring, financial statements, management reports, and variance analysis.
Support payroll preparation and processing, compensation changes, benefit deductions, timesheet verification, adjustments, and payroll reconciliations.
Maintain vendor records, W-9 documentation, 1099 support, payment approvals, confidential records, and organized financial files.
Maintain clear separation of financial records among Be Well entities while coordinating approved shared services and allocations.
Review Clinical Trial Agreements, study budgets, and sponsor payment schedules to identify billable activities, milestones, pass-through expenses, and reimbursement requirements.
Establish and maintain study payment schedules, billing events, and financial workflows in CRIO or designated systems.
Monitor study activity and coordinate with clinical teams to ensure billable visits, procedures, and deliverables are captured accurately.
Track participant reimbursements, pass-through expenses, study startup costs, enrollment revenue, receivables, and profitability indicators.
Prepare and submit sponsor invoices; monitor sponsor payments and receivables; reconcile payments with invoices, visits, and contractual milestones; and support collection efforts.
Process vendor invoices, expense reports, and payment requests under organizational policies.
Support study startup, maintenance, and closeout financial activities, ensuring study financial records are complete and accurate.
Prepare or assist with research finance reports, operational metrics, aging reports, ad hoc financial reports, and data analysis.
Maintain financial data and supporting study documentation in CRIO, QuickBooks, or other designated systems; verify workflow accuracy and generate routine reports.
Support internal and external audits and help develop and maintain financial procedures, work instructions, and standard operating procedures.
Identify opportunities to improve accounting and research finance workflows, reporting, automation, documentation, efficiency, and controls.
Collaborate with Clinical Research Coordinators, Regulatory Specialists, Principal Investigators, department managers, and leadership on study financial operations.
Provide guidance and support training regarding study billing requirements, financial processes, and documentation requirements.
Promote accountability, transparency, and continuous improvement.