Finance/Budget Associate

This Finance/Budget Associate position supports the financial operations of clinical trials, with a focus on site study budgets, sponsor contract negotiations, and ongoing performance tracking to support accurate invoicing and reporting.

Key Responsibilities

• Review and analyze complex CNS clinical trial protocols to develop detailed site budgets, including procedural costs, investigator fees, patient stipends, and administrative overhead.
• Manage negotiations with pharmaceutical sponsors and CROs to secure equitable, profitable Clinical Trial Agreement (CTA) budget terms.
• Monitor study milestones, patient visit completion, and pass-through costs to support correct sponsor invoicing, accounts receivable, and site revenue forecasting.
• Produce monthly financial reports that assess trial profitability, compare site budget against actual performance, and generate cash flow projections for executive leadership.
• Collaborate with Principal Investigators, Study Coordinators, and Business Development to align financial terms with operational capacity and patient recruitment needs.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Healthcare Administration, or a related field.
• 2–4 years of experience in financial analysis, healthcare accounting, or site-level trial budgeting within a Clinical Research Center/Network, CRO, or hospital environment.
• Working knowledge of Clinical Trial Agreements (CTAs), CPT coding, Medicare coverage analysis, and GCP/ICH financial compliance guidelines.
• Advanced proficiency in MS Excel, including financial modeling, VLOOKUPs, and pivot tables.
• Experience using clinical trial management software (CTMS) or ERP systems.
• Strong analytical problem-solving skills, effective negotiation capability, and the ability to clearly present financial metrics to clinical leadership.

Tools and Technologies

• MS Excel
• VLOOKUPs
• Pivot tables
• CTMS
• ERP systems

Compensation and Location

Salary: USD 85,000 - 100,000 per year.

Location: Orange, CA (hybrid).

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Employee discounts
• Paid time off

How to Apply

Submit your resume along with a brief cover letter describing your experience with clinical trial budgeting, CTA negotiations, or healthcare financial analysis.