Clinical Research Finance Specialist

The 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.

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.

Requirements

Bachelor's degree in Finance, Accounting, Business, or a related field (or equivalent practical experience); 1-3 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 have

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.

Benefits

Hybrid work environment with in-office collaboration two days per week in either our NYC or Boston office; 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.