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Clinical Research Financial Analyst

2 months ago

Cerritos, California, United States Oncology Institute, Inc. Full time


Founded in 2007, The Oncology Institute of Hope and Innovation (TOI) is at the forefront of oncology, providing highly specialized, value-driven cancer care within community settings.

TOI is committed to delivering state-of-the-art, evidence-based cancer treatment to over 1.7 million patients, encompassing clinical trials, stem cell transplants, transfusions, and various care delivery models typically associated with the most advanced healthcare organizations.

With a team of over 100 employed clinicians and more than 700 staff members across 75+ clinic locations, TOI is transforming the landscape of oncology for the better.

JOB PURPOSE AND SUMMARY:
The Clinical Research Financial Analyst for our Clinical Research team primarily concentrates on collections and optimizing general accounting and contract-related processes. This role also involves maintaining financial records and ensuring accurate documentation of financial transactions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Manage and record deposits received utilizing various tools and spreadsheets.
2. Create and maintain reports in Excel and other accounting software to monitor transactions and changes.
3. Compare customer budgets against invoices generated in the system.
4. Analyze patient visits in relation to tracking systems.

5. Document all revenues reported in the current month by generating invoices that align with sponsors' budgets and procedures performed.

6. Finalize contract and budget reviews.
7. Address inquiries and resolve both internal and external issues.
8. Enhance and streamline processes within the Finance department.
9. Undertake ad-hoc projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES:
- Proficient in gathering and analyzing financial data/reports using Excel; familiarity with tools such as Crio and QuickBooks is preferred.
- Ability to apply financial guidelines and procedures to ensure compliance and control.
- Capable of managing escalated customer issues with professionalism and empathy.
- Strong critical thinking, analytical, and problem-solving skills, with the ability to make informed recommendations.
- Excellent communication and interpersonal skills.
- Ability to consistently meet assignment deadlines.
- Aptitude for improving processes through automation and optimization.
- Knowledge of business management and fiscal practices.
- Ability to make independent decisions with minimal supervision.

REQUIRED EXPERIENCE, EDUCATION AND/OR TRAINING:
- Bachelor's degree in Finance, Accounting, or a related field; or an equivalent combination of education and experience.
- 2-5 years of relevant accounting experience.

PHYSICAL WORKING REQUIREMENTS:
This position involves prolonged periods of sitting at a desk, extensive computer use, and phone interaction. Additionally, the role may require occasional lifting of up to 20 pounds for office supplies or equipment.

The physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The estimated salary range for this position is $65-85k.

Factors that may influence your actual salary include specific skills, years of experience, and comparisons to other employees in similar roles.


Accepted file types:
pdf, doc, docx, txt, rtf

Accepted file types:
pdf, doc, docx, txt, rtf
This position is full-time and on-site. It is not a remote opportunity. Please confirm your understanding of these requirements. * Select...
This role is relatively new, and many of the responsibilities are currently unstructured. Part of the role will involve collaborating with the Manager to establish processes and structure. The position will also include healthcare/patient access duties, such as interfacing with our EMR system to gather information. Please confirm your comfort with these aspects of the position. * Select...
There will be a Microsoft Excel assessment as part of the interview process. Please confirm your understanding of this requirement. * Select...

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