Accounts Receivable / Billing Specialist – Clinical Research (PST/EST/CST Timezone)

<p><strong>Finance & CTMS Systems Specialist</strong></p>
<p><strong>Company:</strong> UniTriTeam<br><strong>Client:</strong> Rovia Clinical Research<br><strong>Employment Type:</strong> Full-Time</p>
<p><strong>Position Summary</strong></p>
<p>UniTriTeam is seeking a <strong>Finance & CTMS Systems Specialist</strong> to support Rovia Clinical Research with complex financial, data, and system-related activities within its Clinical Trial Management System (CTMS).</p>
<p>This role is ideal for someone who combines a strong <strong>finance or accounting foundation with excellent systems and data aptitude</strong>. The successful candidate should be comfortable working with structured data, reconciling historical financial activity, performing data imports and mapping, and learning complex system workflows.</p>
<p>Prior clinical research or CTMS experience is helpful but <strong>not required</strong>. We can train the right candidate on clinical research terminology and workflows. However, this is not an entry-level data-entry position. The individual must come in with strong analytical, financial, and systems skills and be comfortable independently working through complex data.</p>
<p><strong>Key Responsibilities</strong></p>
<p><strong>Financial Reconciliation & CTMS Accounting</strong></p>
<ul>
<li>Tie historical sponsor payments to corresponding activities, visits, and financial records within the CTMS.</li>
<li>Research and reconcile discrepancies between historical payment records and CTMS activity.</li>
<li>Recreate fixed-budget invoices within the CTMS based on historical financial and study information.</li>
<li>Review financial data for accuracy and completeness before and after system entry or import.</li>
<li>Support ongoing payment, invoicing, and reconciliation activities as needed.</li>
</ul>
<p><strong>CTMS Data Imports & System Configuration</strong></p>
<ul>
<li>Prepare and import patient accounts into the CTMS.</li>
<li>Import trial builds and assist with configuring and fine-tuning study settings.</li>
<li>Import historical patient visit activity and ensure visits are appropriately associated with patients and trial builds.</li>
<li>Perform data mapping and validation before imports.</li>
<li>Review imported information and troubleshoot data inconsistencies or system issues.</li>
<li>Maintain accuracy and data integrity across CTMS records.</li>
</ul>
<p><strong>Data Analysis & Quality Control</strong></p>
<ul>
<li>Work with large and potentially incomplete historical datasets to determine how information should be mapped into the CTMS.</li>
<li>Identify missing, duplicate, or inconsistent information and determine appropriate next steps.</li>
<li>Perform reconciliation and quality-control checks to confirm that imported data matches source records.</li>
<li>Document processes, mapping decisions, and exceptions to create repeatable workflows.</li>
<li>Escalate discrepancies that require additional financial, operational, or clinical input.</li>
</ul>
<p><strong>Qualifications</strong></p>
<p><strong>Required</strong></p>
<ul>
<li>Professional experience in <strong>finance, accounting, bookkeeping, financial operations, or a similar field</strong>.</li>
<li>Strong experience working with systems and structured datasets.</li>
<li>Experience performing financial reconciliations and investigating discrepancies.</li>
<li>Strong Excel skills and comfort manipulating and validating data.</li>
<li>High level of accuracy and attention to detail.</li>
<li>Ability to learn new software platforms and workflows quickly.</li>
<li>Strong analytical and problem-solving skills.</li>
<li>Ability to work independently through complex assignments rather than relying on highly prescriptive instructions.</li>
<li>Comfortable working in an environment where historical data may require investigation, interpretation, and cleanup.</li>
</ul>
<p><strong>Preferred</strong></p>
<ul>
<li>Experience with CTMS, clinical research technology, healthcare systems, ERP/accounting platforms, or other complex operational systems.</li>
<li>Experience with data imports, data mapping, migrations, or system implementations.</li>
<li>Experience with accounts receivable, invoicing, payment reconciliation, or revenue accounting.</li>
<li>Familiarity with clinical research site operations, sponsor payments, patient visits, or clinical trial budgets.</li>
<li>Experience supporting system conversions or historical data cleanup projects.</li>
</ul>
<p><strong>What We’re Looking For</strong></p>
<p>The strongest candidate will be someone who naturally approaches a problem by asking:</p>
<p><strong>“How do these transactions, records, and activities tie together — and how do I make sure the system accurately reflects what happened?”</strong></p>
<p>We are looking for someone who is:</p>
<ul>
<li>Analytical and naturally curious</li>
<li>Comfortable digging into discrepancies</li>
<li>Highly organized and detail-oriented</li>
<li>Strong with numbers and systems</li>
<li>Able to recognize patterns in data</li>
<li>Comfortable learning unfamiliar terminology and workflows</li>
<li>Willing to take ownership of a problem through resolution</li>
</ul>
<p>Clinical research knowledge can be taught. <strong>Financial aptitude, systems thinking, and the ability to reconcile complex data are the foundation we need this person to bring to the role.</strong></p>
<p><strong>Initial Areas of Focus</strong></p>
<p>The initial priorities for this position will include:</p>
<ul>
<li>Tying historical sponsor payments to CTMS activity</li>
<li>Recreating fixed-budget invoices within the CTMS</li>
<li>Importing patient accounts</li>
<li>Importing and configuring trial builds</li>
<li>Importing historical patient visit activity</li>
<li>Reconciling imported financial and operational data</li>
<li>Identifying and resolving historical data discrepancies</li>
<li>Establishing repeatable processes and documentation for future CTMS financial and data work</li>
</ul>
<p><strong>Success in This Role</strong></p>
<p>Success will be measured by the individual's ability to quickly become proficient in Rovia's CTMS environment, independently manage increasingly complex finance and data assignments, maintain a high degree of data accuracy, and reduce the amount of manual oversight required to complete financial reconciliation and historical data migration work.</p>
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