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Calendar Analyst I, CTMS - National Center for Clinical Trials (NCCT)

Advocate Aurora
Charlotte, NC Full Time
POSTED ON 8/25/2026
AVAILABLE BEFORE 10/25/2026

Job Summary

The Clinical Research Financial Analyst I is a position that resides in the Office of Clinical Research (OCR). Under the direction of a Clinical Research Administration Manager, the position is an entry-level performer of clinical research administration functions and activities. The Clinical Research Financial Analyst I may be assigned any of the following pre-award or post-award activities for a portfolio of clinical research studies: calendar builds in OnCore (clinical trial management system); Coverage Analysis; budget development and negotiation in OnCore; the setup of studies in ClinCard (electronic participant payment); ClinCard payment coordination; sponsor invoicing; sponsored account invoicing; accounts receivable activities in OnCore; study closeout in OnCore, ClinCard, and EPIC (electronic health record and patient billing system).

What You'll Do

  • Medicare Coverage Analysis (MCA) Reviews complex study protocols, sponsor agreements, informed consent forms and related documents as needed to determine whether a study is a qualifying clinical trial.

  • Develop coverage (billing) grids in OnCore. Analyzes Medicare benefit policies, coverage determinations, and medical practice guidelines related to study specific interventions (e.g., physical exams, labs, radiological scans, etc.).

  • Collaborates with the Principal Investigator and the clinical research team to finalize the MCA and designate funding sources for research costs.

  • As needed, develops a comprehensive cost analysis for the clinical research study when preparing the initial study budget. Maintains a library of information on standards of care, National Coverage Decisions (NCDs), Local Coverage Determinations (LCDs), etc.

  • Stays abreast of Medicare, sponsor and other federal policy and regulatory issues.

  • Budget Development and Negotiation Works with the Principal Investigator and the clinical research team to develop an internal budget that includes all costs applicable to the study.

  • Develops detailed final budgets by identifying all activities, tests and procedures to be performed during the conduct of the study based on the protocol, study calendar and other study documents.

  • Creates visit schedule and budget in OnCore. Negotiates with sponsors to reach agreements appropriate to the costs of the trial (as needed).

  • In collaboration with Research Billing Team, reviews patient care charges associated with each clinical research study on a periodic basis.

  • Works with Special Billing and Department post-award personnel in to ensure that charges for all patient procedures are treated appropriately.

  • Financial Management Supports the study team in the financial management of clinical trials originating from federal, foundation, and industry funds by performing all accounts receivable functions.

  • Generates and sends invoices to study sponsors.

  • Tracks and monitors receivables from sponsors, including pass-through fees and milestone payments.

  • Generates reports to project study financials.

  • Reconciles payments received to OnCore and CORE Connect (Oracle Cloud institutional financial system). Notifies Financial Services of appropriate study account to receive payment.

  • Resolves any financial issues with sponsor as needed.

  • Ascertain amount paid and remaining amount due on assigned study sponsor accounts; establish payment plan with Department Contact guarantors regarding past due accounts; re-evaluate existing payment plans as needed when account is delinquent.

  • Follow up with Departments to ensure proper amounts are collected; independently recommend action to be taken regarding the account.

  • Initiate calls to Departments to ascertain whether the proper amount has been paid on the research account. Mail financial statements to Departments.

  • Review balances on account and communicate with Departments via phone and email to explain professional and hospital billing and collection policy and procedure.

  • At the completion of the study, supports Department post-award personnel and Sponsored Programs in the review of revenue received prior to close-out of the study account.

  • Supports the closeout of study activities in OnCore, ClinCard and EPIC. Reporting and Analysis Assists Principal Investigators with budget monitoring and prepares projections.

  • Production of ad hoc analyses as needed. Systems Support Primary user of OnCore, ClinCard and EPIC.

  • General Support Prioritizes job tasks; demonstrates willingness to assist Manager/Director in the completion of special projects and daily task to support the Department s productivity and efficiency.

  • Demonstrates responsibility for personal development by participating in continuing education offerings. Performs other related duties incidental to work described herein.

What You'll Bring

Required

  • Bachelor's degree in Business, Accounting, Finance or a related field

  • 0-1 years of relevant experience in clinical research or research administration.

Preferred

  • Minimum of 1- year Business Office experience in a healthcare environment or Research Office experience preferred.

Why Teammates Choose Us
Benefits that support you:

  • Comprehensive medical, dental, vision, and retirement benefits

  • Paid time off, parental leave, and tuition assistance

  • 401(k): 3% company contribution 3% match

Education and growth opportunities:

  • Tuition assistance: $5,250 per year for full-time teammates, $2,625 per year for part-time teammates

  • Continuing education: $1,500 for full-time, part-time and PRN teammates

  • Clear professional development pathways and advancement opportunities

Your voice matters: 

  • We actively seek teammate feedback and use it to improve the way we work, care, and grow together

  • Teammates are encouraged to share ideas, lead change, and help shape the future of care

Take Your Next Step
Bring your voice, expertise, and compassion to a team committed to redefining 
care. Apply today and help shape what’s next — for you, for us, for all.

Interested in Learning More About Our Academic Mission?
Advocate Health is committed to advancing healthcare through education, 
research and innovation. Explore how our academic enterprise is shaping the 
future of medicine and developing the next generation of healthcare leaders.
Visit www.advocatehealth.org/academics. 

Salary : $5,250

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