• Transaction Processing / Core Functional Work: Performs day-to-day AP, AR, billing, cash application, vendor bill preparation, invoice processing, payment support, collections follow-up, or other assigned Financial Operations tasks.
• Reconciliations, Reporting & Close Support: Supports basic reconciliations, month-end close activities, reporting updates, account research, accrual support, invoice status tracking, or customer/vendor account documentation.
• Issue Resolution & Stakeholder Support: Responds to routine internal and external inquiries, research basic discrepancies, follows up on missing information, and escalates issues appropriately.
• Process Improvement / Team Support / Additional Duties: Supports small process improvements, team backup coverage, training support, system testing, special projects, or other duties aligned with the Analyst level.

• Financial Operations Knowledge:
  • Understands core Accounts Payable and Accounts Receivable processes, including vendor bills, customer invoices, billing support, payment tracking, cash application, account reconciliations, and aging review.
  • Demonstrates basic understanding of how AP and AR activities support accurate financial reporting, cash flow visibility, month-end close, and audit readiness.
• Invoice, Billing, and Payment Support:
  • Prepares, reviews, and supports vendor bills, customer invoices, sponsor billing, payment records, and related financial documentation.
  • Ensure transactions are accurate, complete, properly supported, and aligned to contracts, purchase orders, approvals, milestones, or other business requirements.
  • Identifies basic discrepancies in invoices, billing details, payment activity, or account records and escalate issues appropriately.
• Reconciliation, Reporting, and Analytical Skills:
  • Supports reconciliations, account research, invoice aging reviews, variance analysis, accrual support, and month-end close activities.
  • Reviews financial data for accuracy, completeness, and consistency.
  • Uses reporting and analysis to identify trends, discrepancies, missing information, or items requiring follow-up.
• Financial Systems and Tools:
  • Utilizes ERP, billing, procurement, workflow, or financial systems to enter, maintain, review, and research financial transactions and records.
  • Maintains accurate vendor, customer, invoice, payment, sales order, project, or account documentation in company systems.
  • Use Excel, Google Sheets, or similar tools for reconciliations, reporting, tracking, and data analysis.
• Process, Documentation, and Controls:
  • Follows standard operating procedures, approval workflows, documentation requirements, and internal controls.
  • Maintains audit-ready records and supports documentation requests.
  • Identifies opportunities to improve documentation, reduce errors, strengthen process consistency, or support operational efficiency.
• Cross-Functional Collaboration:
  • Partners with Finance, Accounting, Clinical Operations, Project Management, Procurement, Commercial, vendors, customers, sponsors, and other stakeholders to support accurate and timely financial operations execution.
  • Gathers information, validates billing or payment details, resolves routine questions, and escalates unresolved issues as needed.
  • Communicates clearly and professionally with internal and external stakeholders.
• Attention to Detail and Accuracy:
  • Demonstrates strong attention to detail in data entry, invoice review, coding, reconciliations, and documentation.
  • Reviews financial information carefully to reduce errors and support timely decision-making.
  • Maintains high standards for accuracy, completeness, and follow-through.
• Problem Solving and Issue Resolution:
  • Research basic transactions, billing, payment, vendor, customer, or account discrepancies.
  • Identifies root causes where possible and recommends practical next steps.
  • Escalates complex or high-risk issues with appropriate context and supporting documentation.
• Adaptability and Continuous Improvement:
  • Adjust priorities and workflows to support evolving business needs, close timelines, audit requests, system changes, and operational priorities.
  • Learning new tools, processes, policies, and business requirements with a proactive mindset.
  • Supports process improvement, system testing, documentation updates, and team backup coverage as needed.
• Integrity and Confidentiality:
  • Handles financial, vendor, customer, sponsor, and company information with discretion and professionalism.
  • Follows internal policies and ethical standards in all financial operations activities.
  • Protect confidential information and escalate concerns appropriately.
• Commitment to Integrity and Confidentiality:
  • Handles sensitive sponsor and financial data in accordance with internal control policies.
  • Upholds professional and ethical standards in all financial dealings.

Certifications/Licenses, Education, and Experience

• Minimum Education:
  • Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline, preferred.
• Minimum Experience:
  • 0-3 years of relevant experience in accounting, finance operations, accounts payable, accounts receivable, billing, cash application, procurement, accounting support, operations, or a related business function.
  • Internship, administrative finance, accounting support, AP, AR, billing, procurement, or operations experience may be considered relevant.
  • Experience using ERP systems (e.g., NetSuite, SAP, Oracle), billing systems, procurement platforms, workflow tools, Microsoft Excel, Google Sheets, or financial reporting tools preferred.
  • Experience in clinical research, healthcare, pharmaceutical, life sciences, or professional services industry is a plus, but not required.