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The Calendar Analyst performs clinical research administration tasks including Medicare coverage analysis, budget development, and negotiation. They also manage financial activities such as sponsor invoicing, accounts receivable, and study closeout procedures in clinical management systems.
Department:
Status:
Benefits Eligible:
Hours Per Week:
Schedule Details/Additional Information:
Full Time, 40 hours/week, Remote
For Remote roles only: Applicants must reside and perform work from
one of the approved states listed: AL, AK, AR, AZ, DE, FL, GA, IA, ID, IN, IL,
KS, KY, LA, ME, MI, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC,
SD, TN, TX, UT, VA, WI, WV, and WY.
Pay Range:
$28.55 - $42.85Job Summary
The Clinical Research Financial Analyst I is a position that resides in the Office of Clinical Research (OCR). Under the direction of a Clinical Research Administration Manager, the position is an entry-level performer of clinical research administration functions and activities. The Clinical Research Financial Analyst I may be assigned any of the following pre-award or post-award activities for a portfolio of clinical research studies: calendar builds in OnCore (clinical trial management system); Coverage Analysis; budget development and negotiation in OnCore; the setup of studies in ClinCard (electronic participant payment); ClinCard payment coordination; sponsor invoicing; sponsored account invoicing; accounts receivable activities in OnCore; study closeout in OnCore, ClinCard, and EPIC (electronic health record and patient billing system).
What You'll Do
Medicare Coverage Analysis (MCA) Reviews complex study protocols, sponsor agreements, informed consent forms and related documents as needed to determine whether a study is a qualifying clinical trial.
Develop coverage (billing) grids in OnCore. Analyzes Medicare benefit policies, coverage determinations, and medical practice guidelines related to study specific interventions (e.g., physical exams, labs, radiological scans, etc.).
Collaborates with the Principal Investigator and the clinical research team to finalize the MCA and designate funding sources for research costs.
As needed, develops a comprehensive cost analysis for the clinical research study when preparing the initial study budget. Maintains a library of information on standards of care, National Coverage Decisions (NCDs), Local Coverage Determinations (LCDs), etc.
Stays abreast of Medicare, sponsor and other federal policy and regulatory issues.
Budget Development and Negotiation Works with the Principal Investigator and the clinical research team to develop an internal budget that includes all costs applicable to the study.
Develops detailed final budgets by identifying all activities, tests and procedures to be performed during the conduct of the study based on the protocol, study calendar and other study documents.
Creates visit schedule and budget in OnCore. Negotiates with sponsors to reach agreements appropriate to the costs of the trial (as needed).
In collaboration with Research Billing Team, reviews patient care charges associated with each clinical research study on a periodic basis.
Works with Special Billing and Department post-award personnel in to ensure that charges for all patient procedures are treated appropriately.
Financial Management Supports the study team in the financial management of clinical trials originating from federal, foundation, and industry funds by performing all accounts receivable functions.
Generates and sends invoices to study sponsors.
Tracks and monitors receivables from sponsors, including pass-through fees and milestone payments.
Generates reports to project study financials.
Reconciles payments received to OnCore and CORE Connect (Oracle Cloud institutional financial system). Notifies Financial Services of appropriate study account to receive payment.
Resolves any financial issues with sponsor as needed.
Ascertain amount paid and remaining amount due on assigned study sponsor accounts; establish payment plan with Department Contact guarantors regarding past due accounts; re-evaluate existing payment plans as needed when account is delinquent.
Follow up with Departments to ensure proper amounts are collected; independently recommend action to be taken regarding the account.
Initiate calls to Departments to ascertain whether the proper amount has been paid on the research account. Mail financial statements to Departments.
Review balances on account and communicate with Departments via phone and email to explain professional and hospital billing and collection policy and procedure.
At the completion of the study, supports Department post-award personnel and Sponsored Programs in the review of revenue received prior to close-out of the study account.
Supports the closeout of study activities in OnCore, ClinCard and EPIC. Reporting and Analysis Assists Principal Investigators with budget monitoring and prepares projections.
Production of ad hoc analyses as needed. Systems Support Primary user of OnCore, ClinCard and EPIC.
General Support Prioritizes job tasks; demonstrates willingness to assist Manager/Director in the completion of special projects and daily task to support the Department s productivity and efficiency.
Demonstrates responsibility for personal development by participating in continuing education offerings. Performs other related duties incidental to work described herein.
What You'll Bring
Required
Bachelor's degree in Business, Accounting, Finance or a related field
0-1 years of relevant experience in clinical research or research administration.
Preferred
Minimum of 1- year Business Office experience in a healthcare environment or Research Office experience preferred.
Why Teammates Choose Us
Benefits that support you:
Comprehensive medical, dental, vision, and retirement benefits
Paid time off, parental leave, and tuition assistance
401(k): 3% company contribution + 3% match
Education and growth opportunities:
Tuition assistance: $5,250 per year for full-time teammates, $2,625 per year for part-time teammates
Continuing education: $1,500 for full-time, part-time and PRN teammates
Clear professional development pathways and advancement opportunities
Your voice matters:
We actively seek teammate feedback and use it to improve the way we work, care, and grow together
Teammates are encouraged to share ideas, lead change, and help shape the future of care
Take Your Next Step
Bring your voice, expertise, and compassion to a team committed to redefining
care. Apply today and help shape what’s next — for you, for us, for all.
Interested in Learning More About Our Academic Mission?
Advocate Health is committed to advancing healthcare through education,
research and innovation. Explore how our academic enterprise is shaping the
future of medicine and developing the next generation of healthcare leaders.
Visit www.advocatehealth.org/academics.
Our Commitment to You:
Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:
Compensation
Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training
Premium pay such as shift, on call, and more based on a teammate's job
Incentive pay for select positions
Opportunity for annual increases based on performance
Benefits and more
Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program
Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview.
About Advocate Health
Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.
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