Staff Accountant

Job Description

Job Description

COMPANY DESCRIPTION

Charter Research is a highly experienced and quickly growing clinical research company, based in The Villages and Orlando, FL that is looking to add to our team to help us fulfill our mission of discovering future medicines. Our company is locally owned and prides itself on providing exceptional patient experience to our participants, as well as offering agile recruitment strategies to our sponsors. Above all, we are a team, and we are seeking the right team member to add to our foundation in Orlando.

POSITION OVERVIEW

The Staff Accountant, under the direction of the Chief Financial Officer, will work with the company’s internal / external customers in the accurate and timely processing of its sales invoices and vendor purchases.

RESPONSIBILITIES

• Build study budgets and maintain financial tracking in the Clinical Trial Management System (CTMS).
• Coordinate as necessary with the clinical teams to accurately track revenues earned by procedure, visit, outsourced procedure, and reimbursable item.
• Create and send invoices for all services performed in the study and reconcile in both QuickBooks and Clinical Trial Management System.
• Correspond with study sponsors as needed to collect payment for all invoices.
• Record payment activity in CTMS and QuickBooks and reconcile any discrepancies.
• Review and obtain appropriate approvals for all vendor invoices and credit card receipts.
• Review submitted vendor invoices and confirm supporting documentation, correct G / L coding, and appropriate approval prior to entering invoice into accounts payable system for payment.
• Enter invoices, check requests, and expense reports into the accounts payable system utilizing the two-way match of purchase orders to invoices with correct general ledger account numbers and proper descriptions.
• Process all employee expense reports ascertaining compliance with company policy on allowable reimbursable costs for travel, meals, mileage, etc.
• Research and resolve purchase order, contract, invoice, corporate credit card, or payment discrepancies.
• Correspond with vendors and Charter Research employees and respond to inquiries in a timely and professional manner.
• Prepare monthly journal entries to record accruals for invoices pending to be processed at the end of the month.
• Prepare A / P reconciliation and A / P Aging Report monthly.
• Perform general accounts analysis and reconciliations including accruals and prepaid expenses.
• Assist with continuous improvement, automation, and internal control initiatives.
• Adhere to company policies and standard operating procedures (SOPs).
• Perform other duties and responsibilities as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

QUALIFICATIONS

Education

Experience

PHYSICAL REQUIREMENTS

Charter Research provides equal employment opportunity (EEO) to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, genetic information, marital status, ancestry, protected veteran status, or any other characteristic protected by applicable federal, state, and local laws.