Senior Clinical Research Finance Specialist
About The Position
The Senior Clinical Research Finance Specialist is a critical member of Iterative Health's growing Finance team, partnering closely with the Research Finance Manager to own end-to-end accounts receivable operations across sponsor-funded clinical studies and internal research sites. This role sits at the intersection of finance and clinical research — ensuring accurate billing, timely cash application, and prompt resolution of outstanding balances across a complex, multi-site research environment. The ideal candidate is a detail-driven finance professional who thrives on balancing hands-on execution with cross-functional collaboration and is energized by finding smarter, more efficient ways to get the work done.
Requirements
- Bachelor's degree in Finance, Accounting, Business, or a related field; or equivalent practical experience.
- 3–5+ years of experience in accounts receivable, billing operations, or finance within a complex or multi-entity environment.
- Strong proficiency in Microsoft Excel, including data analysis, reconciliation, and financial reporting.
- Demonstrated ability to manage multiple priorities while maintaining strong attention to detail and accuracy.
- Strong written and verbal communication skills, with the ability to work effectively with internal stakeholders and external partners including sponsors and CROs.
- Proven ability to independently manage operational finance processes and resolve issues proactively.
Nice To Haves
- Experience with RealTime CTMS or similar clinical trial management and billing systems.
- Background in healthcare, clinical research, or clinical trial finance.
- Familiarity with clinical trial billing structures, sponsor contracts, and study-level financial reconciliation.
- Experience working in high-growth or multi-site organizations.
Responsibilities
- Own day-to-day AR operations for sponsor-funded studies and internal sites, ensuring accurate tracking of balances and timely collections.
- Monitor and reconcile study-level balances and payment activity, proactively identifying discrepancies and driving resolution with internal and external stakeholders.
- Accurately post cash receipts and payment details in RealTime CTMS and related financial systems.
- Prepare and issue invoices for study activities and services in coordination with sponsor communications and internal teams.
- Analyze AR aging and payment trends, escalating risks and recommending actions to improve collections and cash flow.
- Serve as a key point of contact for sponsors and CROs regarding billing inquiries, payment status, and outstanding balances.
- Collaborate cross-functionally with Clinical Operations, Site Finance, and Accounting teams to clarify billing terms, milestone triggers, and contract deliverables.
- Prepare AR aging schedules, financial summaries, and operational reports for finance leadership.
- Support internal audits, financial reviews, and documentation related to accounts receivable and billing activities.
- Identify opportunities to improve AR workflows, reporting, and system utilization to increase efficiency and financial transparency.
- Contribute to finance process documentation and help implement best practices across the organization.
- Performs related duties as requested
Benefits
- Comprehensive medical, dental, and vision coverage, with up to 80% of premiums covered by Iterative Health
- Mental health and wellness support through Spring Health
- Health HSA or FSA options, and commuter FSA contributions supported by Iterative Health
- Unlimited PTO, 12 company holidays, and a company-wide shutdown between Christmas and New Years
- 401(k) program with a company match of up to 3% (up to $3,000 annually)
- Weekly in-office lunch benefit every Tuesday
- 100% company-paid short-term and long-term disability coverage
- Annual wellness and professional development stipend to support your health and growth
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What This Job Offers
Job Type
Full-time
Career Level
Senior
