OPPORTUNITY OVERVIEW

PhaseWell Research (“PhaseWell”) is seeking a highly skilled and detail-oriented Revenue Accountant to oversee all aspects of revenue recognition, customer invoicing and related financial analysis. This represents a unique opportunity to join the corporate team of a newly formed and fast-scaling clinical research site organization with ~ $20M of combined revenue. This position is based at PhaseWell’s corporate headquarters in Nashville, Tennessee.
PhaseWell 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. These sites are now being integrated into a unified, high-performing clinical trial site network. PhaseWell is backed by Shore Capital, a Chicago-based private equity firm, and competes in the rapidly expanding $7 billion SMO market (projected to exceed $12 billion by 2032), executing a clear thesis to scale through operational excellence and strategic M&A.
PhaseWell is led by CEO, Carsten Bick (online profile here) and CFO, Roberto Ramirez (online profile here).

POSITION SUMMARY

As an integral member of the accounting team, the Revenue Accountant will collaborate closely with site leaders, embodying and supporting the PhaseWell culture and values. The Revenue Accountant will report directly to the Controller and will work closely with clinical research site leaders and personnel to understand the operational aspects of revenue recognition 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 revenue recognition of newly acquired entities.
This role provides a unique opportunity to shape the company’s revenue recognition policies, procedures and operational processes. The ideal candidate is a structured thinker and has a solid understanding of GAAP, ASC 606 (revenue recognition standards) and experience working in service-based industries, preferably in life sciences, CROs or healthcare. As PhaseWell 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.

EDUCATION

• Bachelor’s degree in Finance, Business Administration, or related major
• Master’s degree or MBA viewed favorably

EXPERIENCE

• CPA or public accounting, with a minimum of 2 years of total experience
• Advanced Microsoft Office capabilities, including strong Microsoft Excel expertise and ability to construct well-organized financial analysis and models
• High Preference
• Prior pharmaceutical, contract research organization (CRO), or biotechnology experience
• Familiarity with clinical trial management systems and/or contract lifecycle management tools
• Prior budget development and forward-looking financial analysis
• Viewed Favorably
• Private Equity portfolio company experience
• Multi-site healthcare experience
• High-velocity M&A and integration experience

SKILLS

• Strong analytical and financial modeling skills
• Excellent negotiation and communication abilities
• Detail-oriented with strong organizational skills
• Ability to work collaboratively in a cross-functional team environment
• Strong relationship-building skills focused on durable industry partnerships

PHYSICAL REQUIREMENTS

• Primarily office-based with fieldwork / travel tied to site visits, conferences, etc.
• In-person 5 days a week
• Ability to travel to clinical trial sites occasionally (< 10% of time)