Professional Summary

A proven performer, I am self-motivated, hardworking and an experienced professional. I am proficient with ezBuy, SAP, other ERP applications, database and spreadsheet software programs. I possess an in-depth knowledge of budget and grant preparation. I can interpret financial reports, manage data, contracts, expense accounts, and reconcile invoices and procurement card accounts. Process driven and result oriented, prioritizing and multi-tasking are key strengths embellished by me. Having worked with Microsoft Office Suite, SAP, JDE, ezBuy, Oracle and website management, I am adaptable to quickly learning new systems. Owning a collaborative spirit, I am comfortable interacting with all levels of management. Dedicated to continuous improvement through education, application, and doing things right the first time, I exude confidence and a “can do” attitude.

Education/Certification:

Confidential, Philadelphia, PA
Bachelor of Science, Finance – GPA 3.05

Confidential, Philadelphia, PA
Post Baccalaureate Accounting Certificate 

Professional Experience: 

Confidential-Wilmington, DE Current
Clinical Team Associate:

• Responsible for the procure-to-pay process associated with a portfolio of 375 active accounts for US and global suppliers totaling above $50 million.
• Create and manage requisitions/purchase orders for various clinical research services across Research and Development. Perform goods receipt, initiate amendments and generate reports for transactions utilizing ezBuy, SAP and other interfacing ERP systems.
• Liaise with study leaders and AP regarding payments, discrepancies, purchase order balance and approval requirements to ensure payment and contract terms are adequate and adhered to.
• Perform quality control checks to meet CIA, Sunshine Act and SOX reporting standards for reportable HCP/O (s). Enter reportable suppliers into separate ERP systems.
• Implement tracking metrics, spreadsheets and folders to manage the enormous flow of transactions among multiple study groups. Reconcile variance of transactions and account balances.
• Communicate effectively across teams by email and telephone to correct and resolve account issues and concerns.

Confidential – Philadelphia, PA April 2008 – Sept. 2011
Project Specialist:

• Generate quarterly per case reimbursement reports and payments in excess of $100,000 for large participating research institutions.
• Eliminate overpayments by reconciling payments against contracts.
• Create budget proposals and recommend budgeted and unbudgeted expenditures.
• Secure project funds encompassing millions of dollars by timely and accurately preparing and submitting NCI grant applications ensuring all supporting documents meet Federal guidelines and standard operating procedures.
• Improve processes by streamlining activities and providing complete coordination and strategic planning for large projects. Simultaneously manage recruitment activities for 13 clinical trials.
• Write articles and newsletters and prepare reports and presentations that highlight project accomplishments.
• Research problems and find and implement solutions.
• Establish collaborative relationships with researchers and institutions’ personnel to improve trial participation and patient accrual.
• Manage Oracle database by inputting and updating site and research information.
• Conduct webinars and provide administrative support to project initiatives.

Confidential – Philadelphia, PA February-April 2008
Project Coordinator:

• Provided project coordinator support to A2C Consulting firm in support of a contracted project with Independence Blue Cross/Blue Shield of PA. The project implemented the redesign of all membership cards to all divisions of IBC.

Confidential – Philadelphia, PA 11 service years
Executive Assistant/Project Coordinator:

• Planned and developed the annual training budget ($4 million) and tracked cumulative dollars spent.
• Consolidated the budget by efficiently managing over $100,000 annually in debit card accounts with Credit Union covering personnel per diem allowances.
• Enhanced efficiency by proactively processing vendor payments, purchase orders, procurement contracts and invoices. Maintained an Excel database of all transactions.
• Reduced “no show” hotel charges by effectively reconciling American Express Business Travel Accounts and Citigroup Procurement Card statements against budget; engaged Procurement Services with Vendor Management. These transactions resulted in savings of several thousand dollars.
• Significantly reduced spending by successfully negotiating over $1.5 million in annual hotel contracts.
• Coordinated the logistics for 35 annual training programs.
• Professional gatekeeper providing project coordinator support to three directors and 10 managers.
• Supervised two administrative support employees.
• Improved compliance reporting by creating surveillance/tracking spreadsheets.
• Developed project plan and timelines for training programs.

Confidential – Philadelphia, PA 10 + service years
Assistant Office Manager, Accounts Receivable and Payable Clerk, Billing Representative

• Oversaw service contracts and managed the processing of invoices for the company’s Mechanical Department (includes all parts, service and supplies used for rail operation).
• Calculated freight billing rates and routes of shipment for national rail shipments.
• Supervised the production, output and distribution of collection letters and reports.
• Generated financial reports for the Accounts Receivable Department.
• Processed uncollectible and bad debt reports.
• Planned, negotiated and coordinated the logistics for travel, department meetings and expense reporting.
• Provided executive administrative support for the CMO (Chief Mechanical Officer) and other “C” level staff.

Software Skills: Oracle (Clinical Trials Management System), SAP, ezBuy/Ariba and JDE. Proficient in Excel, Microsoft Project, PowerPoint, Lotus Notes, Outlook, Web Surveyor, SurveyMonkey, Microsoft Access, Windows environment and database management.