Senior Accountant

Kids for the Future; Orlando (FL); On-site; USD 75,000 - 95,000; Full time

Job summary

Charter Research, a clinical research company based in Florida, seeks a Senior Accountant to support GAAP accounting and reporting with integrity and accuracy. The role involves improving processes, coordinating with clinical teams, and ensuring precise financial tracking across CTMS and QuickBooks.

The successful candidate will manage budgets, invoicing, and reconciliations, while providing training and guidance to accounting staff in a fast-paced environment near Orlando, FL.

Qualifications

• Knowledge of GAAP.
• Proficiency with QuickBooks Online Advanced.
• Experience with BILL.com for accounts payable automation and Expensify for expenses.
• Familiarity with CTMS systems (CRIO or Clinical Conductor).
• Excellent verbal and written communication skills.
• High accuracy and attention to detail.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Build and maintain budgets for studies and financial tracking in CTMS.
• Track revenues by procedure, visit, outsourced procedure, and reimbursable items.
• Create and send invoices for services and reconcile in QuickBooks and CTMS.
• Correspond with study sponsors to collect payments.
• Record payments in CTMS and QuickBooks and reconcile discrepancies.
• Prepare journal entries, reconciliations, and support financial statements.
• Support audits, budgets, and forecasts; assist with process improvements.

Skills

GAAP knowledge

Verbal and written skills

Detail-oriented

Multitasking

Education

Bachelor's degree in accounting or finance

Tools

QuickBooks Online Advanced

BILL.com A/P automation

Expensify expense management

CTMS (CRIO/Clinical Conductor)

Job description

• Employee Type FT Exempt
• Required Degree 4 Year Degree
• Manage Others No

Contact information

• Email [e-mail]

COMPANY DESCRIPTION

Charter Research is a highly experienced and quickly growing clinical research company, based inFlorida 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 inOrlando, 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.