Senior Accountant

Charter Research; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Charter Research seeks a Senior Accountant in Orlando, FL to support GAAP accounting and financial reporting, collaborate with operations, and drive process improvements across the finance function.

You will build budgets, invoice clients, record journal entries, perform reconciliations, assist with audits, and provide training to staff.

Required: Bachelor's in accounting or finance; 3+ years accounting; proficiency in QuickBooks Online Advanced, BILL.com, Expensify, and CTMS systems.

Qualifications

• Bachelor's degree in accounting or finance required.
• 3+ years accounting experience with accounts payable/receivable and general ledger.

Responsibilities

• Build study budgets and maintain financial tracking in the CTMS.
• Coordinate with clinical teams to track revenues by procedure, visit, outsourced procedure, and reimbursable item.
• Create and send invoices for all services and reconcile in CTMS and QuickBooks.
• Record payment activity and reconcile discrepancies.
• Prepare journal entries, reconciliations, and support financial statements.
• Assist with audits, budgets, forecasts, and SOP adherence.

Skills

GAAP knowledge

Attention to detail

Multitasking

Strong communication

Education

Bachelor's degree in accounting or finance

Tools

QuickBooks Online Advanced

BILL.com

Expensify

CRIO/Clinical Conductor CTMS

Job description

Charter Research is a highly experienced and quickly growing clinical research company, based in Florida and Illinois, that is looking to add to our team to help us fulfill our mission of discovering future medicines. Our company is privately owned and prides itself on providing exceptional patient experience to our participants, as well as offering agile recruitment strategies to our sponsors. Above all, we are a team, and we are seeking the right team member to add to our foundation in Orlando, FL.

POSITION OVERVIEW

The Senior Accountant under the direction of the Chief Financial Officer, works closely with operations of the business and supports the GAAP accounting and reporting functions with integrity, quality, and accuracy. The role will be challenged with identifying and proposing process improvement across related areas of responsibility.

RESPONSIBILITIES

• Build study budgets and maintain financial tracking in the Clinical Trial Management System (CTMS).
• Coordinate as necessary with the clinical teams to accurately track revenues earned by procedure, visit, outsourced procedure, and reimbursable item.
• Create and send invoices for all services performed in the study and reconcile in both QuickBooks and Clinical Trial Management System.
• Correspond with study sponsors as needed to collect payment for all invoices.
• Record payment activity in CTMS and QuickBooks and reconcile any discrepancies.
• Prepare journal entries, account reconciliations, and support the preparation of financial statements.
• Perform general ledger account analysis, research, and resolve accounting issues and discrepancies.
• Assist with continuous improvement, automation, and internal control initiatives.
• Assist with the preparation of audits, budgets, and forecasts.
• Adhere to company policies and standard operating procedures (SOPs).
• Provide training, support, and guidance to other accounting staff members.
• Perform other duties and responsibilities as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

• Knowledge of Generally Accepted Accounting Principles (GAAP)
• QuickBooks Online Advanced accounting software.
• BILL.com A/P automation and Expensify expense management software.
• CRIO or Clinical Conductor Clinical Trial Management System.
• Excellent verbal and written skills.
• High degree of accuracy and attention to detail.
• Must be able to multitask, prioritize, and work in a fast-paced environment.

QUALIFICATIONS

Education

• Bachelor's degree in accounting or finance required.

Experience

• 3+ years accounting, accounts receivable and accounts payable experience.
• Proficiency with Microsoft Office (Word, Outlook, especially Excel).

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting at a desk and working on a computer.

Charter Research provides equal employment opportunity (EEO) to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, genetic information, marital status, ancestry, protected veteran status, or any other characteristic protected by applicable federal, state, and local laws.