Senior Accountant

Description

Reports to:

Controller

Location:

Corporate Headquarters, Nashville, TN

Phase Well Research (“Phase Well”) is seeking a detail-oriented and motivated Senior Accountant to support core accounting operations including general ledger maintenance, accounts payable and receivable, month-end close activities, and financial reporting. This represents a unique opportunity to join the corporate team of a newly formed and fast-scaling clinical research site organization. This position is based at Phase Well’s corporate headquarters in Nashville, Tennessee.

Phase Well launched its platform by acquiring two anchor sites, Renstar Medical Research and Gabrail Cancer Research Center (GCCR), each with a decades-long track record of excellence in clinical trials. Phase Well acquired Bio Behavioral Health, Chase Medical Research and Latin Clinical Trial Center in 2026. These sites are now being integrated into a unified, high‑performing clinical trial site network. Phase Well is backed by Shore Capital, a Chicago-based private equity firm, and competes in the rapidly expanding $7B SMO market, executing a clear thesis to scale through operational excellence and strategic M&A.

As an integral member of the accounting team, the Senior Accountant will collaborate closely with site leaders, embodying and supporting the Phase Well culture and values. The Senior Accountant will report directly to the Controller and will work closely with clinical research site leaders and personnel to understand the operational aspects of accounting and finance and translate that to financial recognition under US GAAP.

This position will also work closely with the executive leadership team, including the CFO and Chief of Staff, to help with integration of newly acquired entities.

The Senior Accountant will play a key role in supporting daily and monthly accounting processes, overseeing staff accountants, ensuring accurate financial reporting, and maintaining strong internal controls. The ideal candidate is a structured thinker and has a solid understanding of GAAP and experience working in service‑based industries, preferably in life sciences, CROs or healthcare. As Phase Well continues to grow, this individual will be well‑positioned to take on increasing levels of responsibility and leadership across a range of finance and accounting paths.

• Own and manage the general ledger, including preparation and review of complex journal entries
• Review monthly balance sheet reconciliations, ensuring accuracy, completeness, and timely resolution of variances prepared by staff accountants
• Drive month‑end close processes, including accruals, account reconciliations, and variance analyses, while continuously improving close timelines, including overseeing staff accountant preparation
• Prepare and review monthly financial statements and management reports, providing meaningful commentary on results

• Vendor invoice processing, coding accuracy, and approval workflows, ensuring compliance and timeliness
• Lead the generation, review, and delivery of accurate customer invoices in accordance with contract terms
• Manage tracking of billable activities (e.g., patient visits, data submission, milestones) using internal systems, with ownership over accuracy and completeness
• Maintain and enhance customer billing profiles and ensure ongoing compliance with client invoicing requirements
• Serve as the senior point of contact for resolving invoice discrepancies, partnering with project managers and clinical teams
• Ensure timely collection and validation of supporting documentation from clinical, regulatory, and project management teams for all triggered billable items
• Proactively manage A/P and A/R aging, escalating and resolving outstanding balances with a focus on minimizing exposure

• Prepare and own monthly and quarterly financial reports, delivering insights that support strategic…