Financial Analyst II

Rochester, NY


General Purpose:

Under general guidance and with latitude for exercise of independent judgment to prepare and manage the life cycle of clinical trial budgets and trial specific contract terms for the Clinical Trials Office of the Wilmot Cancer Institute.

Plans, implements, coordinates, administers and evaluates all aspects of the budget and trial specific contact terms for protocols of the Cancer Center. Provide professional direction of the planning, implementation, coordination, operation and evaluation of funded Investigator-Initiated and Industry-Initiated research protocols, for the Medical/Hematology Oncology investigators of the Cancer Center; in addition to budget and billing matters for large cancer center grant funded projects (SWOG, SPORE other NIH funded grants).

Serves as the primary contact person with the investigator, University, and sponsor. Assists study coordinators with study related charges and requisitions as required by ancillary departments, third party billers and Coverage Analysis. Supervises the financial administrators and post award management for all Cancer Center protocols.

Maintain a working knowledge of academic research budget practices and procedures by reviewing research budgeting literature and attending pertinent meetings and seminars.


20% Serves as liaison between Office of Research and Project Administration (ORPA), Office of Research Accounting and Costing Standards (ORACS), Principal Investigator (PI), Industry representatives, and collaborating academic Institutions to manage budgets for Industry supported Investigator-Initiated and Industry-Initiated research projects in all phases of clinical research for the Cancer Center. Execute the required aspects of the budget management of the research project working with the PI, the Clinical Trials Office Senior Financial Administrator, Project Coordinators, Industry representatives, ORPA, ORACS, and other hospital departments.

60% Post award management activities, including: amendments, contract end dates, review charge reports, categorize services in relation to qualified clinical trials, liaison between compliance, patient accounts, and Cancer Center staff to maintain compliance. Tasks may include, but are not limited to the following:

  • Manage revenue, transfer account funds and process necessary journal entries

  • Research and work with multiple departments & Sponsors to resolve contract, payment, invoicing and coding issues

  • Resolve supplier and department inquiries regarding the payment status of invoices, including researching and providing copies of documentation as necessary

  • Determine and apply appropriate research billing designations to pending study patient charges to ensure patient/insurance billing compliance in an accurate and timely manner.

  • Review and reconcile monthly ledger for Clinical Trials Office accounts

  • Trace errors, record adjustments, follow up and resolve discrepancies with regard to duplicate payments and incorrect vendor payments

  • Create & maintain a post award notebook used to track subject procedures, milestones, payments, expenses, budget impacting protocol amendments, SAE’s (serious adverse events), invoiceable procedures and ALL time & effort expended by CTO staff.

  • Review all payables, approve or reject payment (Pharmacy Fees, Imagining Fees, Lab/Pathology, IRB Fees, study participant reimbursements, etc.)

  • Responsibilities include but are not limited to creating invoices, payment processing, responding to sponsor inquires and account reconciliation, amendments, contract end dates, review charge reports, categorize services in relation to qualified clinical trials, liaison between compliance, patient accounts, and Cancer Center staff to maintain compliance

15% Coordinate and correspond with Industry representatives and collaborating academic Institutions for all active funded research projects managed by the Clinical Trials Office. Collaborate with personnel in other departments and facilities to implement study specific activities and to coordinate financial transactions for services. Consult regularly with PI and Health Project Coordinators concerning patients enrolled to research protocols as they relate to study specific procedures.

5% As assigned, assumes responsibilities for other special projects involving financial, planning and recommending changes.


  • Bachelor's degree in Accounting or Business Administration and 4 years of related experience; or an equivalent combination of education and experience.

  • Master's preferred.

  • Certification (finance, accounting or clinical research) preferred. Experience with databases, word processing, spreadsheets and document tracking preferred

The University of Rochester is committed to fostering, cultivating, and preserving a culture of equity, diversity, and inclusion to advance the University’s mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion/creed, sex, sexual orientation, citizenship status, or any other status protected by law. This commitment extends to the administration of our policies, admissions, employment, access, and recruitment of candidates from underrepresented populations, veterans, and persons with disabilities consistent with these values and government contractor Affirmative Action obligations.

How To Apply

All applicants must apply online.

EOE Minorities/Females/Protected Veterans/Disabled

Pay Range

Pay Range: $59,197 - $82,888 Annually

The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job’s compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

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