Velocity Clinical Research, Inc.

Oversee and optimize the full revenue cycle for a clinical research organization, including financial forecasting, process automation, and cross-functional collaboration. | Extensive experience in revenue management, financial operations, and leadership within healthcare or clinical research environments, with proficiency in financial systems and compliance. | Overview Job Summary: The Director of Revenue Operations is a strategic leadership role responsible for optimizing, scaling, and overseeing the full revenue cycle within a multi‑site clinical research organization. This position ensures accurate forecasting, streamlined revenue processes, clear visibility into financial performance, and alignment between Finance, Clinical Operations, Business Development, and Site Leadership. The Director will design and manage processes that support sustainable revenue growth, operational efficiency, and financial accuracy across the organization’s portfolio of clinical trials. Responsibilities Duties/Responsibilities: Revenue Strategy & Leadership Develop and implement the organization’s revenue operations strategy, aligning financial goals with operational execution across all clinical research sites. Serve as a key thought partner to executive leadership on revenue optimization, pricing models, contract structures, and site performance metrics. Lead and mentor a high performing Revenue Operations team, including billing, collections, and financial analysis staff. Revenue Cycle Management Oversee end to end clinical trial revenue cycle, including budget review, milestone tracking, invoicing, accounts receivable, and collections. Implement and maintain processes to ensure timely and accurate revenue recognition based on trial budgets, patient visits, milestone completions, and contracted payment terms. Ensure compliance with GAAP, internal controls, and audit requirements. Systems, Process Optimization & Automation Evaluate, implement, and optimize systems to support revenue lifecycle management (e.g., CTMS, EDC integrations, financial ERP). Lead the strategy, development, and implementation of AI‑driven automation solutions across the revenue cycle; in invoicing, milestone tracking, data validation, and revenue recognition workflows in order to improve speed, accuracy, and scalability. Drive automation initiatives that streamline invoicing, accruals, forecasting, and reporting. Cross Functional Collaboration Partner closely with Clinical Operations to ensure accurate and timely tracking of patient visits, procedures, and study milestones. Collaborate with Business Development on pricing strategy, budget negotiations, and feasibility assessments. Work with the Contracts & Regulatory teams to align financial terms with operational deliverables. Compliance & Quality Ensure adherence to industry regulations, sponsor requirements, and financial standards. Maintain proper documentation, audit trails, and controls across all revenue operations. Support external audits, monitor internal compliance, and address discrepancies proactively. Other duties as assigned. Qualifications Required Skills/Abilities: Experience within a clinical research organization, SMO, CRO, or healthcare environment. Familiarity with CTMS platforms and clinical trial billing workflows. Strategic and analytical thinker with a process‑optimization mindset. Excellent communication skills and ability to partner effectively with technical and non‑technical teams. High attention to detail with the ability to manage multiple complex projects. Demonstrated leadership ability in a fast‑growing, matrixed environment. Education and Experience: Bachelor’s degree in Finance, Accounting, Business Administration, or related field preferred. Eight (8) plus years of progressive experience in revenue management, accounting, or financial operations. Three (3) plus years in a leadership role managing teams and cross‑functional initiatives. MBA, CPA, or similar advanced credential a plus. Strong understanding of revenue recognition principles and financial controls. Proficiency with financial systems (ERP), Excel, and business intelligence tools. NOTE: The above Job Description is intended to communicate the general function of the mentioned position and by no means should be considered an exhaustive or complete outline of the specific tasks and functions that will be required. Additionally, specific tasks and duties of the position are subject to change as the Company, the department and circumstances change. All employees are expected to perform their duties within their ability as required by the job and/or as requested by management

Lead budgeting, forecasting, and financial analysis for a clinical research organization, partnering with leadership to optimize financial performance. | Requires 10-15 years of FP&A experience, preferably in healthcare or biotech, with advanced skills in financial modeling, BI tools, and leadership. | Overview At Velocity, we are seeking a strategic and analytically driven Director of FP&A to lead budgeting, forecasting, financial modeling, and performance analysis for our growing clinical research site management organization, headquartered in Durham, NC. This senior finance leader will partner closely with executive leadership and cross‑functional teams to deliver actionable insights that support site operations, clinical trial economics, growth initiatives, and long‑term planning. The role oversees financial reporting, KPI dashboards, and team development while advancing a culture of data‑driven decision‑making. The Director of Financial Planning & Analysis (FP&A) is a key financial leadership role responsible for guiding the company’s budgeting, forecasting, financial modeling, and performance analysis processes. In partnership with senior leadership, this role provides strategic insights that drive decision-making, resource allocation, and long‑term financial planning for a fast‑paced clinical research environment. The ideal candidate brings strong analytical rigor, deep business acumen, and experience supporting operations in a site network, CRO, pharmaceutical, biotech, or other life science services setting. Responsibilities Duties/Responsibilities: Strategic Financial Leadership Lead the company’s annual budgeting process, quarterly forecasting cycles, and multi-year financial planning activities. Develop financial strategies and scenario models to support corporate goals and growth initiatives, including new clinical programs, site expansions, and partnerships. Serve as a strategic advisor to executive leadership, providing actionable insights and recommendations. Financial Modeling & Analysis Build and maintain sophisticated financial models to assess revenue forecasts, study profitability, site performance, headcount planning, and capital investments. Analyze clinical trial economics, including enrollment projections, per patient reimbursements, direct study costs, and overhead allocation. Identify trends, risks, and opportunities influencing financial performance and recommend mitigation or optimization strategies. Reporting & Performance Management Oversee monthly and quarterly financial reporting packages, including variance analyses, KPI dashboards, and operational performance metrics. Partner with clinical operations, BD, HR and other functions as needed to evaluate functional performance and contribute financial insight to operational decisions. Standardize and improve reporting processes and tools to enhance accuracy, efficiency, and visibility. Business Partnership Support pricing strategy, proposals, and study budget development for new business opportunities. Work cross functionally to evaluate study pipeline impacts, resource needs, and site-level performance metrics (e.g., enrollment rates, labor utilization). Collaborate with accounting to ensure alignment between FP&A outputs and financial statements. Team Leadership & Development Lead, mentor, and develop a high-performing FP&A team. Advance analytical capabilities across the organization through improved tools, systems, and processes. Champion a culture of data-driven decision-making. Other duties as assigned. Required Skills/Abilities: Exceptional financial modeling and quantitative analysis skills. Strong understanding of clinical research financial drivers. Advanced proficiency in Excel and BI tools. Outstanding communication skills. Proven leadership experience, including team management and cross‑functional partnership. Travel as required, up to 10% of time. The role is on-site in the Durham, NC headquarters. Qualifications Education and Experience: Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or CPA strongly preferred. Ten (10) to fifteen (15) years of progressive FP&A experience, ideally within clinical research, pharmaceuticals, biotech, or healthcare services. Experience supporting multi‑site operational environments a strong plus. NOTE: The above Job Description is intended to communicate the general function of the mentioned position and by no means should be considered an exhaustive or complete outline of the specific tasks and functions that will be required. Additionally, specific tasks and duties of the position are subject to change as the Company, the department and circumstances change. All employees are expected to perform their duties within their ability as required by the job and/or as requested by management