Financial Specialist I, Clinical Trials
Work Location: Rochester, New York
Summary:
This position provides support for both pre- and post-award financial management in clinical research, including budget development, sponsor negotiations, and maintenance of study calendars within a clinical trial management system (CTMS). The role is ideal for individuals interested in the intersection of finance and clinical trials, requiring strong attention to detail and a collaborative approach.
Reports to and is given direction by the Office of Clinical Research (OCR) Director and the Financial Services Manager, and is accountable to Investigators.
Responsibilities:
- Assist with the collection and preparation of data for study budgets, coverage analyses, and financial documentation, ensuring all necessary approvals are obtained.
- Maintain and update financial information in CTMS and tracking tools, and build study calendars to align with protocol requirements.
- Prepare draft invoices, monitor receivables, and support reconciliation activities by ensuring accurate data entry and alignment between CTMS and financial accounts.
- Provide routine communication and documentation support to investigators, study teams, and financial staff involved in clinical research.
- Participate in training, shadowing, and process improvement initiatives to enhance knowledge of financial workflows and systems.
- Support administrative and transactional functions related to clinical research financial operations, including payment tracking and documentation.
- Engage in professional development and contribute to process improvements within the clinical research financial environment.
- Perform additional duties as assigned to support clinical research operations and team objectives.
Qualifications:
- Bachelor’s degree in business, accounting, life sciences, or a related field; or equivalent combination of education and experience preferred.
- 0–2 years of related experience in financial administration, healthcare, or research operations; or an equivalent combination of education and experience.
- Strong attention to detail, organizational, and time management skills.
- Excellent written and verbal communication abilities.
- Willingness to learn CTMS and financial systems.
- Proficiency in Microsoft Outlook, Excel, Word, PowerPoint, and database management.
- Ability to interact professionally with faculty and staff at all levels.
- Strong interpersonal, presentation, analytical, and customer service skills.
- Demonstrated initiative, resourcefulness, and responsibility in managing priorities.
- Ability to work collaboratively and maintain confidentiality at all times.
- Proven writing skills are highly desirable.
- CLASP Certification required within one year of hire if not already certified.
