Finance Generalist

Role and Responsibilities  

The Finance Generalist supports entity-wide financial operations for Be Well Geriatrics, Memory, and Longevity, LLC, including its clinical care and memory services, while continuing to manage the specialized research finance responsibilities of Be Well Clinical Studies, LLC. The role ensures accurate financial transactions, accounts payable and receivable, payroll support, reconciliations, reporting, clinical trial billing, and financial data integrity across the organizations. This position works with operational, clinical, research, finance, and executive leadership to maintain appropriate entity-level records, strengthen internal controls, support revenue performance, and improve financial processes. 

Pay Range: $62500.00 - $67500.00

Entity-Wide Financial Administration - Be Well Geriatrics, Memory, and Longevity 

• Support day-to-day financial operations for Be Well Geriatrics, Memory, and Longevity, including accounts payable, accounts receivable, vendor payments, deposits, expense review, and transaction documentation. 

• Maintain accurate general ledger coding and supporting records by legal entity, department, location, and service line, including documentation of intercompany transactions and shared-cost allocations. 

• Reconcile bank accounts, credit cards, merchant deposits, patient payments, and other financial activity; investigate and resolve discrepancies promptly. 

• Coordinate with internal teams and external billing partners to monitor patient billing, collections, payer remittances, adjustments, and outstanding balances. 

• Assist with monthly and year-end close activities, including reconciliations, accrual support, financial schedules, and documentation requested by leadership, accountants, auditors, or tax advisors. 

• Support preparation of entity-level budgets, cash-flow monitoring, financial statements, management reports, and variance analysis for clinical care and memory service operations. 

• Support payroll preparation, compensation changes, benefit deductions, and related reconciliations for employees and providers across applicable entities. 

• Maintain vendor records, W-9 documentation, 1099 support, payment approvals, and organized financial files in accordance with retention requirements and internal controls. 

• Help maintain clear separation of revenue, expenses, assets, liabilities, and supporting documentation among Be Well entities while coordinating approved shared services and allocations. 

• Identify opportunities to improve accounting workflows, reporting, automation, documentation, and financial controls across the organization. 

 

Study Financial Administration 

• Review and interpret executed Clinical Trial Agreements (CTAs), study budgets, and sponsor payment schedules to identify billable activities, payment milestones, pass-through expenses, and reimbursement requirements.  

• Establish and maintain study payment schedules, billing events, and financial workflows within Clinical Research, IO (CRIO).  

• Monitor study activity to ensure all billable procedures, visits, and sponsor-required deliverables are captured appropriately.  

• Track participant reimbursements, pass-through expenses, and study-related financial activity.  

• Support study startup and closeout activities by ensuring study financial records are complete and accurate. 

• Process vendor invoices, expense reports, and payment requests under organizational policies. 

• Maintain financial records, transaction documentation, and supporting schedules. 

• Assist with monthly reconciliations, closeout activities, reporting, budget monitoring, and expense tracking. 

• Identify opportunities to improve financial workflows and efficiency. 

 

Sponsor Billing & Payment Tracking 

• Prepare and submit sponsor invoices in accordance with contractual requirements. 

• Monitor sponsor payments and maintain accurate accounts receivable records. 

• Reconcile sponsor payments against invoices, visit activity, and contractual milestones. 

• Investigate billing discrepancies and coordinate resolution with sponsors and internal stakeholders. 

• Support collection efforts for outstanding sponsor balances. 

• Review Clinical Trial Agreements (CTAs), budgets, and sponsor payment schedules for billable activities and reimbursement requirements. 

• Maintain study budgets, payment schedules, and financial records in CRIO or designated systems. 

• Track completed visits, procedures, milestones, and pass-through expenses for accurate sponsor billing. 

• Support study startup, maintenance, and closeout financial activities. 

• Coordinate with clinical teams to document billable activities accurately. 

 

Financial Reconciliation & Reporting 

• Perform routine reconciliation of study visits, invoicing activity, and sponsor payments. 

• Maintain accurate financial records and supporting documentation. 

• Assist in preparation of monthly research finance reports and operational metrics. 

• Track study startup costs, enrollment revenue, receivables, and profitability indicators. 

• Support executive leadership with ad hoc financial reports and data analysis. 

• Reconcile sponsor payments with invoices, visits, and contractual milestones. 

• Investigate billing discrepancies and coordinate resolution. 

• Maintain receivable records and aging reports to support timely collections. 

 

Payroll & Financial Administration 

• Support payroll preparation and processing, including timesheet verification. 

• Coordinate payroll adjustments and documentation with department managers. 

• Maintain confidential payroll and financial records. 

• Assist with payroll reconciliation and reporting. 

• Follow established approval procedures and internal financial controls. 

 

CRIO Administration & Data Integrity 

• Maintain financial data within CRIO, QuickBooks, including study budgets, sponsor payment schedules, and reimbursement tracking. 

• Verify accuracy of financial workflows and supporting study documentation. 

• Generate routine financial and operational reports from CRIO. 

• Identify opportunities to improve reporting accuracy, efficiency, and automation. 

• Support audits and improvement of standard operating procedures. 

• Identify automation and reporting improvement opportunities. 

 

Compliance & Audit Support 

• Maintain documentation supporting study financial transactions. 

• Ensure adherence to sponsor agreements, organizational policies, and research finance procedures. 

• Support internal and external audits by providing financial records and documentation.   

• Assist with development and maintenance of research finance procedures and work instructions. 

 

Cross-Functional Collaboration 

• Collaborate with Clinical Research Coordinators, Regulatory Specialists, Principal Investigators, and leadership to support study financial operations. 

• Participate in study startup, maintenance, and closeout activities. 

• Provide guidance regarding study billing requirements and financial processes. 

• Support training initiatives related to research finance workflows and documentation requirements. 

• Promote accountability, transparency, and continuous improvement.  

 

Benefits:  

• Competitive salary  

• Comprehensive health, dental, and vision insurance 

• Retirement savings plan with company match 

• Generous PTO and holiday schedule 

• Professional development opportunities 

• Supportive and collaborative work environment 
   

 

 

Qualifications:

Qualifications & Requirements 

• Experience supporting multi-entity financial operations in a healthcare, physician practice, memory care, clinical research, or other regulated environment. 

• Ability to maintain accurate entity-level accounting records, reconciliations, allocations, and supporting documentation across related organizations. 

• Minimum of two (2) years of experience in clinical research finance, clinical trial billing, clinical trial accounts receivable, research accounting, or other research-related financial operations.  

• Demonstrated experience interpreting Clinical Trial Agreements (CTAs), study budgets, sponsor payment schedules, and research financial terms to support study billing, invoicing, and reconciliation activities.  

• Working knowledge of accounting principles and financial controls. 

• Proficiency in Excel and QuickBooks or similar accounting software. 

• Strong analytical, organizational, problem-solving, and confidentiality skill 

• Experience preparing sponsor invoices and reconciling clinical trial payments against contract terms, study milestones, and completed visit activity.  

• Experience working within a Clinical Trial Management System (CTMS), CRIO, or similar research finance platform.  

• Strong understanding of clinical research operations and the financial lifecycle of sponsor-funded clinical trials.  

• Advanced proficiency in Microsoft Excel, including reconciliation, reporting, and financial analysis functions.  

• Demonstrated experience managing accounts receivable, payment tracking, collections, and financial record maintenance.  

• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.  

• Ability to manage multiple studies and competing priorities in a fast-paced research environment. 

 

Preferred Skills: 

• Experience with healthcare revenue cycle processes, patient payments, payer remittances, and coordination with third-party billing partners. 

• Experience supporting month-end close and financial reporting for multiple related legal entities or business lines. 

• Knowledge of ICH-GCP and FDA-regulated clinical research environments. 

• Direct experience using CRIO. 

• Experience working for a clinical research site, Site Management Organization (SMO), Academic Medical Center, CRO, or sponsor 

• Experience with study startup financial processes, sponsor portals, and study closeout reconciliations 

• Experience with QuickBooks or similar accounting software 

Salary : $62,500 - $67,500