Payment Specialist

Job Title: Clinical Payments Specialist

Location: Onsite in Plano, TX

Client: Large Life Sciences Company

Start Date: 06/01/2026

Duration: 2/15/2027

WHAT YOU’LL DO

This position is responsible for various financial analysis activities for the Clinical Study Payments Team

including but not subject to, new study budget review, study and site budget set up, invoice processing,

customer service inquiries. It is also responsible for various reporting and month end activities.

Major and On-going Job Duties:

• Acts as a liaison and consultant for specific study team’s monthly analysis, budgeting,

quarterly forecasting, and annual strategic planning processes

• Responsible for generating and processing clinical study reimbursements which include

invoices and quarterly payments

• Assist in the facilitation of new study budget set up, quarterly payments, and special

reports

• Support internal and external audits by preparing and providing relevant reports and

analysis

• Special project analysis and support involving clinical study payment data

• Work as a liaison with the Clinical Study Data Systems team for application

enhancements

• Performs analysis of clinical study payment data per defined requirements

• Resolves and/or facilitates resolution of problems including identifying causes of

problems to prevent re-occurrence of problems

• Promotes confidentiality of financial and other data at all times

• Reviews, updates, and adheres to all Standard Operating Procedures

• Researches payments issues for accuracy and presents findings to departments as

necessary

• Review contract and grant agreements for financial risk and billing issues

• Prepares monthly projection analysis report for Clinical Trials which provides anticipated

associated financial revenue for upcoming visits

• Reviews study budget in Clinical Study Payments Application to ensure proper visit

accruals

Other Duties:

• Remains current on developments in field(s) of expertise

• Performs related functions and responsibilities, on occasion, as assigned

Experience & Training:

Equivalent education level and experience required:

• Must have 1-3 years’ experience in finance/accounting.

• 1-2 years’ experience in invoicing

• Experience with automated accounting systems. Strong knowledge of relational databases

preferred.

• Demonstrated familiarity with MS Office, especially Word, and Excel.

• Demonstrated oral and written interpersonal, communication, analytical, presentation, and

organizational skills.

• Ability to meet deadlines/work independently. Must be adept at handling multiple assignments

in a timely manner and meeting assigned deadlines.

• Strong analytic skills and demonstrated capacity for accuracy.

• Ability to interact with people at all levels of the organization in a professional manner.

• Ability to maintain confidentiality of sensitive information.

• Ability to analyze processes and procedures and recommend improvements.

Preferred:

• Bachelors Degree in Accounting, Business Administration or Computer Information Systems.

• Prefer experience in a manufacturing environment and/or clinical research environment.

• Use of SAP Enterprise Software highly desirable.

• Experience with Microsoft SQL Server, Reporting Services, Analysis Services, a plus.

Other Skills/Characteristics:

• Working under general supervision, is accountable for completing assigned routine to

moderately complex assignments accurately, on time and in accordance with departmental

procedures.

• Errors will have impact on team/organization results.

• Takes initiative to ensure work is done accurately and completely.

• Performs assignments of moderate complexity and in accordance with Company policy and

procedures, within specified parameters, and in accordance with FDA rules and regulations.

• Applies existing work methods to different known situations.

• Problems involve recurring, routine to non-standard situations; usually consults with supervisor

or more senior level personnel within the department on more complex problems.