Clinical Research Budget Analyst

The Budget Analyst role offers an opportunity to take the clinical research knowledge you’ve built at the site level and apply it in a broader, corporate-facing position. Rather than managing study visits and patient-facing activities, you’ll play an important role in the financial and operational side of clinical trials—helping ensure that study budgets are accurately configured, payment terms are understood, and sites and corporate teams have the information they need to support successful study execution.

You’ll work at the intersection of Clinical Operations, Finance, Contracts, Accounts Receivable, and clinical technology, making this an excellent opportunity for someone who enjoys understanding how the different pieces of a clinical trial come together.

In this role, you’ll interpret clinical trial agreement (CTA) and budget terms and accurately translate them into CRIO, Headlands’ clinical trial management system (CTMS). Your work will help enable timely revenue recognition, support sponsor invoicing, and facilitate collection of accounts receivable.

You’ll also become a key connection point between our Budget & Contract team, Clinical Applications/CRIO team, and Accounts Receivable team, while developing relationships across Finance and Operations.

Type:  Regular Full-time Employee
Schedule:  Mondays through Fridays, 8:00am - 5:00pm
Location:  Remote in the United States
Reports to:  Clinical Applications Manager
Benefits:  Our benefits package for full-time employees includes health insurance (medical, dental, and vision), Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA), Paid Time Off (PTO), a variety of disability, accident, and life insurance options, as well as many more.

💼 What We Offer

• Competitive pay + annual performance incentives
• Medical, dental, and vision insurance
• 401(k) plan with company match
• Paid time off (PTO) and company holidays
• A mission-driven culture focused on advancing medicine and improving patient outcomes

🚀 Why Join Us?

If you’ve spent your career in clinical trials at the site level and are looking for an opportunity to broaden your impact, this role offers a different way to apply the experience you’ve already built.

Your understanding of clinical trial workflows, study documentation, site operations, sponsors, payment milestones, and the realities of executing studies at the site level can provide valuable perspective as you work with corporate teams to translate study requirements into accurate financial and system configurations.

You’ll gain exposure to the intersection of clinical research, technology, contracts, and finance while developing skills that can support continued growth within a rapidly expanding clinical research organization.

If you’re ready to take your clinical research experience beyond the site and into a role where accuracy, problem-solving, technology, and cross-functional collaboration directly contribute to the success of clinical trials, we’d love to hear from you.

Responsibilities:

• Develop and maintain strong knowledge of Headlands’ CTMS/clinical applications platform, CRIO, including its financial modules.
• Partner with the Budget & Contract team to understand and interpret clinical trial budget and payment terms.
• Identify potential collection challenges and provide input on strategies to help mitigate them.
• Accurately enter clinical trial budgets and payment terms into CRIO.
• Work with eSource Architects to identify financial considerations when new studies are being built in the system.
• Proactively manage study budgets throughout the study lifecycle.
• Participate in internal study kick-off meetings, providing guidance to sites and the Accounts Receivable team related to CTMS configuration.
• Develop and support processes that improve communication between sites and Accounts Receivable and help ensure sponsors are invoiced promptly for ad hoc and administrative payments.
• Serve as the primary point of contact for the CRIO stipend module.
• Manage configuration requests and oversee the CRIO Finance inbox.
• Work with application vendors as needed to troubleshoot issues, track enhancements, and monitor invoices.
• Build collaborative relationships across Finance, Clinical Operations, and other corporate teams to ensure business needs are met.

Requirements:

• Bachelor’s Degree required.
• Experience in or exposure to clinical research budgets required.
• Experience using a Clinical Trial Management System (CTMS) required; experience with CRIO is a huge plus.
• Strong written and verbal communication skills.
• Exceptional attention to detail and commitment to accuracy.
• The ability to read, interpret, and understand contract payment terms.
• Strong computer proficiency, including Microsoft products such as Excel and Outlook.