Site Financial Analyst II

Job not on LinkedIn

🕒 October 2

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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Logo of Elligo Health Research

Elligo Health Research

201 - 500 employees

💼 Consulting

📦 Logistics

🏥 Healthcare

💰 $135M Series E on 2021-09

Consulting • Logistics • Healthcare

Elligo Health Research is a company that facilitates clinical trials by bridging the gap between research and healthcare. They provide essential tools and services such as patient recruitment, engagement, and innovative technologies, including their proprietary IntElligo® system. With access to a vast network of healthcare and research sites, Elligo supports sponsors, clinical trial sites, and patients in navigating the complex landscape of clinical research across a wide range of therapeutic areas.

📋 Description

• Provide support to the Financial Management Services department on revenue recognition, Site client invoicing, pass-through expenses, and investigator payments • Manage Site-related accounts receivable • Develop and negotiate Site client budgets under guidance of the Senior Site Financial Analyst • Review budgets and costs according to contractual terms in the CTMS system • Update contract amendments and complete final reconciliations for completed Sites • Prepare timely and accurate invoices • Identify monthly journal entries for the General Ledger • Audit Site progress to verify billed revenue accuracy • Track payment terms and invoiceable items • Assist with timely customer payments and monthly cash applications • Perform customer/Site account reconciliations and make necessary General Ledger and CTMS adjustments • Resolve invoicing issues with internal and external customers • Maintain organized billing and accounts receivable files for audits • Prepare for and attend monthly Site review teleconferences • Prepare reports and financial data and review FMS reports for accuracy • Review aging invoices and unbilled balances, recommend actions, and coordinate issue resolution • Assist with direct labor expense distribution and direct expense allocations • Track patient stipends, allocate them to Sites, and ensure proper customer invoicing • Reconcile pass-through revenue and expense accounts • Track actual pass-through costs against budgets and verify contractual compliance • Use CTMS for reporting, tracking, and generating sponsor and investigator/Site payments • Use NetSuite for invoicing and reporting • Assist with month-end accounting close and other Finance/Accounting activities • Recommend and implement process and system improvements • Maintain confidentiality and provide information for internal and external audits • Provide reports to Finance executives, directors, and managers • Take ownership of tasks with limited supervision and assist other analysts in resolving issues

🎯 Requirements

• Bachelors in science – Accounting, Finance or Business or equivalent experience • Experience as Site Accountant with clinical research experience preferred • Knowledge of Site or job cost systems or reporting, company or departmental accounting, reconciliations, reimbursable tracking, budgeting, and analysis • Knowledge of general accounting processes a plus • Detail oriented in a fast-paced environment • Works well with team • Organized, workload management • Timeline/deadline tracking • Excellent written and verbal communication skills • Proficient in Microsoft Word, Excel, and Outlook • CTMS (Clinical Trail Management System) experience a plus • NetSuite experience a plus • Must be available during core hours of 9:00 a.m. to 3:30 p.m. • Must work 37.5 hours each week to maintain full-time status • Occasional evening and weekend work may be required • Minimal travel required (less than 10%)

🏖️ Benefits

• Full-time status maintained at 37.5 hours per week • Some flexibility in hours, with availability required during core hours of 9:00 a.m. to 3:30 p.m. • Equal employment opportunity and discrimination-free work environment • Reasonable accommodations for qualified individuals with disabilities

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