Financial Account Specialist

1 week ago


Maitland, Florida, United States K2 STAFFING LLC Full time
Job Overview

K2 Staffing LLC is a distinguished clinical research organization dedicated to advancing medical science through comprehensive clinical trials. Our mission is to enhance the health of our communities by facilitating the development of innovative treatments while ensuring participant safety and confidentiality.

Position Summary:
As a Financial Account Specialist, you will be the financial authority for assigned clinical studies, overseeing all financial aspects from inception to completion. Your role will involve providing critical financial insights to management through thorough research and account analysis.

Key Responsibilities:

  • Develop and manage study budgets, ensuring precise financial tracking throughout the lifecycle of each clinical trial.
  • Coordinate with clinical teams to accurately monitor revenue generated from various procedures and visits.
  • Set milestones and establish alerts within project management tools to ensure timely completion of essential tasks.
  • Accurately record all study revenue in the financial management system.
  • Generate and dispatch invoices for services rendered during the study to sponsors and contract research organizations.
  • Oversee accounts to ensure compliance with payment terms and proactively identify potential collection issues.
  • Maintain close communication with clinical teams and sponsors regarding any discrepancies in invoices or collection challenges.
  • Manage accounts receivable to align with company goals for days sales outstanding (DSO).
  • Conduct month-end revenue activities and reconcile study accounts.
  • Lead monthly accounts receivable meetings with senior management.
  • Adhere to company policies and standard operating procedures.
  • Perform additional duties as assigned.

Required Skills and Qualifications:

  • Exceptional written and verbal communication abilities.
  • Strong foundation in accounting principles and terminology.
  • Outstanding analytical and problem-solving capabilities.
  • Excellent interpersonal skills with a focus on customer service, time management, and organization.
  • Meticulous attention to detail.
  • Ability to manage confidential information with discretion.
  • Proficiency in Microsoft Office, clinical trial management systems, and relevant industry software.

Educational Background:
A minimum of a Bachelor's Degree in Accounting, Finance, Business, Mathematics, or a related field from an accredited institution is required. A minimum of one year of experience in accounting or finance is also necessary.


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