Clinical Research Finance Specialist

Iterative Health is a healthcare technology and services company powering the acceleration of clinical research to transform patient outcomes. The Iterative Health Site Network is a premier network of 70+ clinical research sites across US and Europe accelerating the path to market for gastrointestinal (GI) and hepatology novel therapies. Our focus is on driving the success and growth of our partner sites by empowering them with tech-enabled services. By combining deep expertise in clinical trials with cutting-edge AI, we empower research teams and study sponsors to expand and expedite access to novel therapeutics for patients in need.

About the Role

We are seeking a motivated and detail-oriented Clinical Research Finance Specialist to join our growing Finance team. This role partners closely with the Finance Manager to support end-to-end accounts receivable operations across sponsor-funded clinical studies and internal research sites.

You will own core transactional AR workflows, including monitoring sponsor and site-level accounts, supporting timely collections, posting cash in RealTime CTMS, and assisting with invoicing as needed. This role requires close collaboration with internal teams, research sites, and sponsors and CROs to ensure accurate billing, timely cash application, and prompt resolution of outstanding balances.

The ideal candidate thrives in a fast-paced clinical research environment and enjoys balancing hands-on execution with cross-functional collaboration and continuous process improvement.

Key Responsibilities

• Support day-to-day accounts receivable operations, including monitoring sponsor and site-level balances and assisting with timely collections


• Reconcile study-level balances and payment activity, identifying discrepancies and partnering with stakeholders to resolve issues


• Accurately post cash receipts and payment details in RealTime CTMS and related financial systems


• Prepare and issue invoices for study activities and services in coordination with sponsor communications and internal teams


• Communicate professionally with sponsors and CROs regarding billing questions, payment status, and outstanding balances


• Assist in the preparation of AR aging schedules, financial summaries, and internal reporting


• Support audits and financial reviews related to accounts receivable and billing activity


• Collaborate cross-functionally with Clinical Operations, Site Finance, and Accounting to clarify billing terms and deliverables


• Contribute to ongoing process improvements to enhance AR efficiency, accuracy, and visibility


• Provide general finance support as needed to ensure smooth AR operations

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field (or equivalent practical experience)


• 2+ years of experience in accounts receivable, billing, or finance operations


• Strong proficiency in Microsoft Excel, including data analysis and reporting


• High attention to detail with the ability to manage multiple priorities and deadlines


• Excellent written and verbal communication skills, with a professional approach to external stakeholders

Preferred Qualifications

• Experience with RealTime CTMS or similar clinical trial management and billing systems


• Background in healthcare, clinical research, or multi-site organizations


• Familiarity with sponsor contracts, clinical trial invoicing, or study-level financial reconciliation

New York pay range

$75,000 - $85,000 USD

At Iterative Health, we’re actively working towards creating an environment that is representative of the diversity of patients our technology serves. We are focused on building an equitable and inclusive culture, and by extension, hiring process. If you require any accommodations to make the application process or interviewing experience more accessible to you, please contact [email protected].