Site Financial Analyst II

Elligo Health Research

. Provide support to the Financial Management Services department on revenue recognition, Site client invoicing, pass-through expenses, and investigator payments .

Posted 10/2/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial management, including revenue recognition, invoicing, and accounts receivable management, while ensuring compliance with contractual terms and maintaining accurate financial records. Proficient in using CTMS and NetSuite for financial reporting and analysis.

Highest-signal resume keywords

Site Accounting ExperienceCTMS ProficiencyNetSuite ExperienceBudget Development and NegotiationGeneral Ledger Reconciliation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue RecognitionAccounts Receivable ManagementBudgetingFinancial ReportingGeneral Ledger AccountingInvoicingReconciliationExpense TrackingAudit PreparationFinancial Analysis

Soft Skills

Detail OrientedOrganizational SkillsTeam CollaborationEffective CommunicationWorkload Management

Tools & Technologies

CTMSNetSuiteMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Industry Keywords

Clinical ResearchFinancial Management ServicesContractual CompliancePass-Through ExpensesSite Client Invoicing

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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