Role Description
The Budget Analyst role offers an opportunity to take the clinical research knowledge you’ve built at the site level and apply it in a broader, corporate-facing position. Rather than managing study visits and patient-facing activities, you’ll play an important role in the financial and operational side of clinical trials—helping ensure that study budgets are accurately configured, payment terms are understood, and sites and corporate teams have the information they need to support successful study execution.
You’ll work at the intersection of:
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Clinical Operations
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Finance
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Contracts
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Accounts Receivable
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Clinical technology
In this role, you’ll interpret clinical trial agreement (CTA) and budget terms and accurately translate them into CRIO, Headlands’ clinical trial management system (CTMS). Your work will help enable timely revenue recognition, support sponsor invoicing, and facilitate collection of accounts receivable.
You’ll also become a key connection point between our:
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Budget & Contract team
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Clinical Applications/CRIO team
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Accounts Receivable team
while developing relationships across Finance and Operations.
Qualifications
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Bachelor’s Degree required.
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Experience in or exposure to clinical research budgets required.
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Experience using a Clinical Trial Management System (CTMS) required; experience with CRIO is a huge plus.
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Strong written and verbal communication skills.
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Exceptional attention to detail and commitment to accuracy.
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The ability to read, interpret, and understand contract payment terms.
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Strong computer proficiency, including Microsoft products such as Excel and Outlook.
Requirements
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Develop and maintain strong knowledge of Headlands’ CTMS/clinical applications platform, CRIO, including its financial modules.
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Partner with the Budget & Contract team to understand and interpret clinical trial budget and payment terms.
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Identify potential collection challenges and provide input on strategies to help mitigate them.
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Accurately enter clinical trial budgets and payment terms into CRIO.
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Work with eSource Architects to identify financial considerations when new studies are being built in the system.
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Proactively manage study budgets throughout the study lifecycle.
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Participate in internal study kick-off meetings, providing guidance to sites and the Accounts Receivable team related to CTMS configuration.
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Develop and support processes that improve communication between sites and Accounts Receivable and help ensure sponsors are invoiced promptly for ad hoc and administrative payments.
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Serve as the primary point of contact for the CRIO stipend module.
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Manage configuration requests and oversee the CRIO Finance inbox.
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Work with application vendors as needed to troubleshoot issues, track enhancements, and monitor invoices.
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Build collaborative relationships across Finance, Clinical Operations, and other corporate teams to ensure business needs are met.
Benefits
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Competitive pay + annual performance incentives
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Medical, dental, and vision insurance
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401(k) plan with company match
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Paid time off (PTO) and company holidays
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A mission-driven culture focused on advancing medicine and improving patient outcomes