Project Manager Financial Analyst

Maxine Crooks

*** *. **** ******, ************, PA 19151

215-***-**** (home) 215-***-**** (cell)

*********@*******.***

Education/Certification:

DREXEL UNIVERSITY, Philadelphia, PA ST. JOSEPH’S UNIVERSITY, Philadelphia, PA

Bachelor of Science, Finance – 2006 2-YR Post Baccalaureate Accounting Cert. - 2010

VILLANOVA UNIVERSITY, Villanova, PA VILLANOVA UNIVERSITY, Villanova, PA

Supply Chain Management Certificate– 2013 Project Management Plan Certificate – 2015

Software Skills:

SAP, ezBuy (Ariba) GrantStream, Oracle (including Grant & Clinical Trials Mgmt. Systems, GrantPlan)

Proficient in Excel and Outlook. Familiar with Microsoft Project and Access.

Experienced with Index/Match, IF functions, Vlook-ups and, Pivot-tables.

Professional Experience:

ARTECH INFO SYS/AT&T CONSTR & ENGRNG. – KOP, PA Apr. 2016 - Present

Project Manager/Financial Analyst:

Design and produce reports that present the planned, actual and forecast status of budgeted projects within Construction and Engineering for Northeast USA.

Perform complex system uploads in Oracle of moderate to major construction and engineering projects occurring simultaneously at multiple sites.

Process purchase requisitions in Oracle for vendor service agreements. Receive on goods and services (multi-million dollars) for billing, payment, credit and reconciliation processes.

Manage sourcing mailbox for suppliers and field project managers’ work orders and inquiries.

Create and distribute weekly reports for pending approvals/days old activities to project leads and managers. Generate BI Publisher Reports from Oracle.

Maintain supportive business communications in a high volume supply chain management platform.

Upload new suppliers to the SCM database.

KELLY SERVICES/COGNOSANTE/DE DHSS – New Castle, DE Dec. 2014 – Mar. 2016

Financial Analyst:

Perform financial analysis, quality assurance, budgeting, reporting and reconciliation of accounts for Delaware Department of Health and Social Services programs.

Assure expenditures against state grants and contracts to monitor and control financial budgetary draws on state grants.

Utilize pivot tables, vlook-ups, and other Excel function to assimilate data from financial reporting system (PeopleSoft) into preparation of monthly and quarterly reports to the Centers for Medicare & Medicaid Services (CMS) for tracking Medicaid project expenditures with compliance to federal and state allocation guidelines.

Calculate, monitor and report federal and state participation rates for project activities such as IT and PMO services, design, development & implementation costs, maintenance & operations, IV&V, hardware/software, training, lease agreements and all other contractual services.

Track processed general ledger expenditures to project purchase orders, vouchers and invoices and provide payment and salary verification to management, state and federal agencies.

Summarize and report multiple state grants funding status for DE social services programs such as Food Stamps, Childcare, Medical Assistance, Children’s Health Insurance and Temporary Assistance for Needy Families, etc.

Lead for weekly project status update meetings.

SYSTEM ONE INC. /MERCK RESEARCH LABORATORIES – North Wales, PA Feb. 2013 – Jun 2014

Global Financial Analyst:

Developed and executed global clinical trial budgets from protocol specifications. Built budgets from assessing per- patient clinical visit costs, vendor, investigator and site personnel fees and overhead costs. Budgets were utilized for portfolio profit planning, site negotiations and financial management of research trials.

Modeled scenario budgets by algorithm and assumptions for forecasting long range cost projections.

Authorized and approved appropriate budgetary spends within thresholds.

Benchmarked costs against industry to determine fair market value (FMV) costing.

Performed monthly, quarterly, annual and long-range planning, forecasting, reporting, payment processing, variance analysis, accruals and reconciliation of all project financial transactions.

Communicated study budgets, milestones and deliverables to FDA (CIA & Sunshine Act), Finance Department, program leads, senior management and stakeholders. Monitored central vendors’ performance for major service agreements.

Delivered global and United States site budgets for the successful implementation, conduct and outcome of clinical research studies. Liaison and contact for clinical studies budget processes.

Managed vendor contracts and supported planning, negotiations and execution of agreements. Implemented CRO and supplier performance budgets. Managed clinical trial agreements (CTAs) master service agreements (MSAs), change orders, authorized payments and performed monthly reconciliation of accounts.

Attended clinical trial meetings to present budgets, guide study activities and stay abreast of study spend in support of the company’s strategic goals.

YOH SERVICES/ASTRAZENECA PHARMACEUTICALS-Wilmington, DE - Sep. 2011-Jun. 2012

Financial Operations Manager:

Managed the financial operations of AstraZeneca’s Corporate Affairs Department that included a Contributions Management System, Alliance Development & Stakeholder Relations, Healthcare Foundation, Political Action Committee and Citizens Action Network. Worked with nonprofit organizations to advocate for patient health and business priorities. Supported financial initiatives aligned with the above priorities.

Prepared and forecasted budgets, managed statements of work (SOWs) and payroll for staff.

Performed accruals, analysis and reconciliation of the department’s financial operations.

Finance liaison for application intake review, data analysis, risk assessment, transparency reporting and system upgrades for Corporate Affairs.

Implemented US giving strategies, and new approaches for review and approval.

Monitored expenditures, performed adhoc data analysis and managed efficiency upgrades for the Contributions Management System.

Procurement Specialist:

Supervised the procure-to-pay process for a portfolio of 375 supplier accounts involving payments to Investigators, CROs (clinical research organizations), healthcare organizations, IRBs (Investigational Review Boards) and Research Institutions, etc. for US and global clinical operations totaling above $50M.

Created and managed requisitions/purchase orders for clinical services across Research and Development. Performed goods receipt, initiated amendments and generated reports. Created new supplier profiles in an ERP system.

Performed federal quality control, corporate integrity and Sunshine Act reporting to the FDA.

Implemented Excel tracking metrics and spreadsheets to manage study data and payment history.

AMERICAN COLLEGE OF RADIOLOGY CANCER RESEARCH CENTER/

(ACRIN) IMAGING NETWORK – Philadelphia, PA Apr. 2008 – Sep. 2011

Jr. Project Manager:

Created budgets, proposals and recommended budgeted and unbudgeted expenditures.

Processed investigator and site payments to participating research institutions.

Prepared NIH/NCI grant applications to secure funding. Performed strategic planning and coordination of projects. Managed start-up and recruitment activities for clinical trials.

Monitored project deliverables and timelines. Tracked patient accrual.

Negotiated budgets with participating sites.

Managed Oracle database and company website comprised of site and research information.

GLAXOSMITHKLINE PHARMACEUTICALS – Philadelphia, PA Jan. 1997-Dec. 2007

Project Coordinator:

Planned and projected the annual Sales Training budget of $5M. Managed and tracked cumulative spend.

Negotiated supplier accounts (hotels, American Express, Citigroup, IT, vendor services)

Outsourced project initiatives to obtain vendors services. Oversaw personnel per diem debit card accounts with a credit union. Performed payroll and expense reporting functions.

Proactively processed vendor payments, purchase orders, procurement contracts and invoices via JDE.

Maintained departmental tracking metrics via Excel database.

Coordinated the logistics for 35 annual training programs including meeting planning. Provided administrative support to a field services group of over 3,000 sales representatives.

Supervised two administrative employees.

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