Account Manager - Maitland, United States - K2 STAFFING LLC

Description

Overview:

Serve as the financial expert on all details of assigned studies from start to finish. Provide management with financial information by researching and analyzing accounts.

PrimaryResponsibilities:

Build study budgets and maintain financial tracking/lifecycle in Clinical Conductor. Ensure the timeliness and accuracy of all study information. Coordinate as necessary with the clinical teams to accurately track revenues earned by procedure, visit, outsourced procedure, and reimbursable item

Establish milestones and set up alerts through the Project Management section of Clinical Conductor or other tracking mechanisms to notify the appropriate clinic team when critical tasks need to be completed

Post all study revenue completely and accurately in Clinical Conductor

Create and send all invoices for all services performed in the study to Sponsor/CRO

Monitor studies for timely payment terms. Identify problem accounts that are likely to become an issue of slow or non-payment

Communicate closely with the clinical team/Sponsor regarding collection issues or invoice discrepancies

Manage collections of Account Receivable to stay with company DSO goal

Perform month-end revenue duties and study reconciliations

Lead monthly AR meetings with Managing Partners

Adhere to company policies and standard operating procedures (SOPs)

Perform other duties and responsibilities as assigned

Knowledge, Skills, and Abilities:

Excellent written and verbal communication skills

Exceptional accounting skills and accounting terminology

Excellent analytical and problem-solving skills

Strong interpersonal, customer service, time management, and organizational skills

Attention to requisite details

Ability to handle confidential/sensitive information accurately and appropriately

Proficient with MS Office, CTMS and other industry software

Qualifications:

Minimum of Bachelor's Degree in Accounting, Business, Finance, Mathematics and/or related field from a four-year college or university

Minimum of 1 year of accounting and/or finance experience