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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial operations related to clinical trial payments, including vendor management, payment processing, and financial reporting. Proficient in maintaining compliance with contractual agreements and delivering high-quality customer service across multiple projects.
Highest-signal resume keywords
Financial Reporting Systems ManagementClinical Trial Research ExperienceAccount ReconciliationsStrong Excel SkillsInvoice Processing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Data AnalysisTransaction ProcessingContract Entry AccuracyEFT ProcessingPayment SettlementBudget AnalysisVendor ManagementSOP MaintenanceSQLAccount Balances Management
Soft Skills
Strong Attention to DetailEffective CommunicationAbility to Manage Multiple PrioritiesCustomer Service OrientationTeam Collaboration
Tools & Technologies
MS Office SuiteAccounting SystemsFinancial Systems Implementation
Certifications & Qualifications
Bachelor’s Degree in Accounting or Finance
Industry Keywords
Site PaymentsInvestigator PaymentsClinical Trial AgreementsService Level AgreementsPayment Vendor Onboarding
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Support operational implementation and ongoing investigator payment services for Payments projects and programs
- Create and maintain vendor, site, and Principal Investigator records, bank setup entries, and user management
- Analyze and configure clinical trial agreements, study protocols, and contract budgets
- Support payment transactions, invoicing, batch processing, payment settlement, and query resolution according to contractual Service Level Agreements
- Monitor and analyze financial data and process EFT, check, and patient reimbursement payments
- Investigate and resolve payment issues, nonreceipt or lost checks, and transaction inquiries
- Create month-end and transparency reports for internal and external client reporting and compliance requirements
- Assist with payee bank setup and validation across multiple countries and currencies
- Collaborate with Project Management, Implementation, Finance, Engineering, Product, IT, and other teams to resolve issues
- Coordinate financial operations aspects of Site and Patient Payments customer relationships through implementation, post-implementation, and study closeout
- Manage financial reporting systems, improve business processes, manage cash account balances, and perform account reconciliations
- Support third-party payment vendor onboarding, billing, inquiries, and process improvement
- Prioritize tasks across multiple client projects and internal initiatives
- Provide customer service and guidance to internal teams
- Participate in project meetings, complete deliverables, and provide status updates from kickoff through study closeout
- Make internal decisions or escalate problems to management
- Maintain SOP, quality service, and departmental standards
- Perform assigned project management duties, including logging action items and distributing meeting minutes
- Attend applicable company-sponsored training
Requirements
What you’ll need- Bachelor’s degree in accounting or finance preferred
- 3-5 years of successful experience in the Site Payments Associate role or other equivalent investigator payments experience required
- Experience in clinical trial research highly desirable
- Experience in contract entry accuracy, transaction processing, and client satisfaction preferred
- Experience in accounting systems and controls, account reconciliations, invoice processing, and implementation of a financial system preferred
- Ability to clearly communicate with operations and client accounting and finance personnel
- Strong Excel skills
- SQL experience a plus
- Strong computer skills, including MS Office suite
- Ability to manage multiple priorities
- Strong written and verbal communication skills, internal and external
- Strong attention to detail, timelines, and deliverables
- Willingness to work in shifts as needed
- Ability to work Monday-Friday, with additional hours as needed
Benefits
Comp & perks- Competitive salary
- Variable pay
- Paid time off
- Healthcare benefits
- Retirement benefits
