OCR Clinical Research Billing Analyst I (Information Analyst I)

Rochester, NY


With minimal direction and considerable use of independent judgment, the Clinical Research Billing Analyst I will utilize financial concepts, communication skills, and experience/knowledge of the clinical research enterprise to provide clinical research financial services to the URMC research community. This position will manage the participants payments platform and will work closely with departments to provide consultative services with creating budgets, calendars and negotiating with sponsors plus other pre-award and post-award activities as needed. This position will also use documents negotiated with sponsors to assist with the collection and management of clinical research revenue and expenses. This role will support the development of projects and processes from study initiation through completion by collaborating with investigators and other stakeholders. This position will require excellent communication and organizational skills, and solid foundational, financial, and operational knowledge in clinical research.

Reports to and is given direction by the Office of Clinical Research (OCR) Director and the Lead Clinical Research Financial Coordinator, and is accountable to Investigators.


Particpant Payments

Manges the Participant Payment platform. Creates protocols in the payment system using the IRB approved Informed Consent & protocol documents. Triage all University requests and inquiries to support program utilization. Escalate inquires to Advarra when needed. Report monthly metrics to OCR Director and CTSI leadership. Complete monthly journal entries to appropriately charge studies for stipend payments. Oversight of various RedCap projects related to Payments

Card Maintenance

Disseminates payment cards directly to study teams. Manages payment card inventory. Complete monthly journal entries to appropriately charge studies for card utilization.

Budget Development

Develops and seeks Principal Investigator approval for CTMS coverage analysis. Develops cost and time analysis for studies using established processes and in conjunction with investigators, department heads, and other stakeholders, and acquires all necessary approvals. Prepares budgets in CTMS using established processes and standards. Interprets trends and projects data into the future; prepares reports for submissions to agencies regarding the status of sponsored projects. Evaluates and becomes familiar with research protocols and objectives. May write or assist in writing protocols. Works with faculty, administrative staff, and community groups to establish plans and procedures for the conduct of studies and clarifies problems as they arise. Communicates directly with investigators and department leaders about study budgets. Keeps all parties apprised of budget development status.

Budget Negotiation and Analysis

Negotiates budgets with sponsors. Responds to queries about justification and finalizes budget details with the related departments. Documents and finalizes data in the CTMS. Devises methods for complex search strategies and collection of information, often using statistical methods and computer programming and analysis. Analyzes results and prepares reports with recommendations; reviews reports of studies completed by staff; prepares commentary on projects in process. May serve as a member of or advisor to one or more committees associated with principal projects of which the studies are a part, or committees involved with University policy and planning.

Invoicing and Reconciliation

Supports the department and provides guidance with (a) invoicing the sponsor, reconciliation of payments received, and assuring proper application of this data into the CTMS and (b) reconciling the study financial information in the CTMS to the study’s WorkDay account. Provides periodic written reports and analysis to clearly present the results of billing operations and the status of receivables. In collaboration with administrator, develops strategic initiatives related to invoice and reconciliation functions. Provides guidance to departments on managing invoices and assuring appropriate follow up on accounts.

Calendar Specifications

Creates calendars for protocol requests by determining the need for and appropriateness of in-house build or use of an external calendar building service. Works with study teams to validate the calendar and provide support with importing the calendar into the OnCore system.

Financial Oversight and Related Communications

Assists with performing budget-to-actual analyses and financial projections. Communicates directly with investigators and department leaders about study budgets, study financial positions and budget projections. Keeps all parties apprised of issues related to specific study finances or related to research finance at large


Builds and maintains inter-departmental and stakeholder relationships. Participates, and sometimes facilitates, meetings with colleagues, attends educational activities, and keeps current on state of the research industry. Other projects and job duties as assigned.



  • Degree in Business or related field.

  • Or an equivalent combination of education and experience.


  • 2-3 years clinical research experience.

  • Knowledgeable in the clinical research industry and of human subjects clinical research.

  • Proficiency in Microsoft Outlook, Excel, Word, PowerPoint, eRecord, and database experience.

  • Must be familiar with research budget development and negotiations.

  • Proven ability to interact with all levels of faculty and staff in a professional manner.

  • Excellent interpersonal, presentation, analytical, and communication skills focused on customer service.

  • Attention to detail is a must. Shows initiative and resourcefulness in managing priorities and takes responsibility for accomplishing his/her own work.

  • Works collaboratively and maintains confidentiality of information at all times.

  • Proven writing skills highly desirable.

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 discriminate 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: $20.38 - $28.56 Hourly

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.

Location: School of Medicine & Dentistry
Full/Part Time: Full-Time
Opening: Full Time 40 hours Grade 051 Clin & Trans Science Institute
Schedule: 8 AM-5 PM