Finance Generalist

Job Details:

Job Location:

Lincoln, NE - Lincoln, NE 68516, Position Type:
Full Time, Travel Percentage:
None, Job Shift: Day, Job Category:
Finance, Role and Responsibilities

The Finance Generalist supports entity-wide financial operations for Be Well Geriatrics, Memory, and Longevity, LLC, including its clinical care and memory services, while continuing to manage the specialized research finance responsibilities of Be Well Clinical Studies, LLC. The role ensures accurate financial transactions, accounts payable and receivable, payroll support, reconciliations, reporting, clinical trial billing, and financial data integrity across the organizations.

This position works with operational, clinical, research, finance, and executive leadership to maintain appropriate entity-level records, strengthen internal controls, support revenue performance, and improve financial processes.

Pay Range: $62500.00 - $67500.00

• Support day-to-day financial operations for Be Well Geriatrics, Memory, and Longevity, including accounts payable, accounts receivable, vendor payments, deposits, expense review, and transaction documentation.
• Maintain accurate general ledger coding and supporting records by legal entity, department, location, and service line, including documentation of intercompany transactions and shared-cost allocations.
• Reconcile bank accounts, credit cards, merchant deposits, patient payments, and other financial activity; investigate and resolve discrepancies promptly.
• Coordinate with internal teams and external billing partners to monitor patient billing, collections, payer remittances, adjustments, and outstanding balances.
• Assist with monthly and year-end close activities, including reconciliations, accrual support, financial schedules, and documentation requested by leadership, accountants, auditors, or tax advisors.
• Support preparation of entity-level budgets, cash-flow monitoring, financial statements, management reports, and variance analysis for clinical care and memory service operations.
• Support payroll preparation, compensation changes, benefit deductions, and related reconciliations for employees and providers across applicable entities.
• Maintain vendor records, W-9 documentation, 1099 support, payment approvals, and organized financial files in accordance with retention requirements and internal controls.
• Help maintain clear separation of revenue, expenses, assets, liabilities, and supporting documentation among Be Well entities while coordinating approved shared services and allocations.
• Identify opportunities to improve accounting workflows, reporting, automation, documentation, and financial controls across the organization.

• Review and interpret executed Clinical Trial Agreements (CTAs), study budgets, and sponsor payment schedules to identify billable activities, payment milestones, pass-through expenses, and reimbursement requirements.
• Establish and maintain study payment schedules, billing events, and financial workflows within Clinical Research, IO (CRIO).
• Monitor study activity to ensure all billable procedures, visits, and sponsor-required deliverables are captured appropriately.
• Track participant reimbursements, pass-through expenses, and study-related financial activity.
• Support study startup and closeout activities by ensuring study financial records are complete and accurate.
• Process vendor invoices, expense reports, and payment requests under organizational policies.
• Maintain financial records, transaction documentation, and supporting schedules.
• Assist with monthly reconciliations, closeout activities, reporting, budget monitoring, and expense tracking.
• Identify opportunities to improve financial workflows and efficiency.

• Prepare and submit sponsor invoices in accordance with contractual requirements.
• Monitor sponsor payments and maintain accurate accounts receivable records.
• Reconcile sponsor payments against invoices, visit activity, and contractual milestones.
• Investigate billing discrepancies and coordinate resolution with sponsors and internal stakeholders.
• Support collection efforts for outstanding sponsor balances.
• Review Clinical Trial Agreements (CTAs), budgets, and sponsor payment schedules for billable activities and reimbursement requirements.
• Maintain study budgets, payment schedules, and financial records in CRIO or designated systems.
• Track completed visits,…