Sara Lopez

*** ******* ***, ********, **. ***** • +1-847-***-**** • adu4o1@r.postjobfree.com

Summary:

Very organized, detailed, and self-motivated professional with an extensive experience in Finance and Accounting with recognized customer support skills. While working with Astellas Clinical Sciences Department as QC Clinical Payments Specialist, I am responsible for processing invoices for site payments, conducting site contract review for payment terms, assuring proper clinical team review of invoices, and ensuring OEC review/approvals are in place. I am the primary interface with Clinical Teams and other functional groups for payment-related activities including coordination of payment timelines and performs reconciliation of site payments. I also interact with various levels of management and functions within organization, including but not limited to CROs, Accounts Payable, Finance, Clinical Trial Sites, and Clinical Program Management.

Skills:

Microsoft Word, Excel, Power Point, Outlook, PeopleSoft, S4/SAP, Apptus, Quantum, Rave, VeevaVault, and Oracle/Compass

Experience:

Astellas Clinical Sciences Department Northbrook, IL November 2018 – Current

QC Clinical Payments/Financial Analyst (contractor)

Interpret clinical contracts payment terms to help clients navigate the submission process as well as effectively resolve any conflicts or misunderstandings with payment processes.

Processed global investigator site payments including start up, close out and AE/SAE reimbursements.

Closely work with outsourced vendors and CROs to resolve outside US (OUS) site payment issues.

Experienced with Phase I-III clinical, CPED, and Medical Affair payments involved in many therapeutic areas including Oncology, and Clinical/Device studies.

Closely support Clinical Study Managers and team leads in US and OUS.

Conducted site and study financial reconciliations, milestone payments, and Advance Payments in a compliant and transparent manner.

Supported periodic internal and external financial audit activities.

Met key milestones and objectives in the payment space by executing assigned project objectives and payments in a timely manner.

Expert using content databases to enter data as well as generate and analyse reports to support business and client needs.

Worked with project and WBS budget codes for billing purposes.

Set up organization’s remittance information in S4/SAP. Worked closely with clients and CROs to confirm banking and transactions were complete and met expectations for global currencies. Resolved conflicts accordingly.

Work with CRA to ensure TMF files are updated.

Supported management to decommission payment system and test new system interface to accounting system.

QC Payment Reports, Quarterly Meetings with CRO to discuss issues regarding outsourced payments.

Key support for APAC Payment and Clinical managers

Work under minimal supervision and have been recognized for my contributions to the organization, teams, and clients.

AbbVie Research and Development Abbott Park, IL May 2016 – 2018

Research and Development Clinical Payment Specialist (Contractor)

Confirmed invoices were valid and undisputed against site and vendor contract’s terms and conditions.

Processed invoices for site payments, start-up fees, etc.

Established professional and strong relationships with vendors and clients through effective communication and custom support etiquette.

Ensured payments were processed in a compliant manner to support Transparency Reporting requirements.

Responsible for compliance with applicable Corporate and Divisional Policies and procedures.

Primary interface with Clinical Teams and other functional groups for payment-related activities including coordination of payment timelines.

Managed over 70 oncology studies

Used multiple databases (RAVE, Quantum, Midas, SAP, MyBuy – Purchase Orders) to set-up and track payments.

Entered contract data into databases, as needed.

Performed reconciliation of site and vendor payments.

Maintained tracking of activities at all times to support the cross functional areas.

Proposed process efficiency recommendations to management.

Provided feedback and proposed resolutions to Identified issues.

Made decisions that impact task-level activities.

Worked under minimal supervision.

Interacted with various levels of management and functions within organization, including but not limited to Accounts Payable, Finance, Clinical Trial Sites, Vendors, Outsourcing and Clinical Program Management.

Northwestern Lake Forest Hospital May 2008 – 2016

Executive Administrative Specialist, Facility Planning & Construction

Senior Administrative Assistant, Marketing & Philanthropy

Use independent judgment to execute and maintain the project workflows and schedules for Planning and Construction Senior Leaders.

Always maintained confidentiality of all sensitive and/or proprietary information

Knowledgeable of reading and understanding complex project plans

Maintained leadership calendar and scheduled activities. Scheduled appointments, conferences, teleconferences, webcasts as needed

Participated and scheduled monthly meetings with engineers and architects

Prepared, transcribed, composed, edited, and disseminated monthly meeting agendas and minutes

Scheduled travel for meetings and conferences

Provided strong interpersonal communication skills when working with internal and external stakeholders and worked directly with vendors to manage questions/concerns.

Responded to phone in calls and requests, conveyed accurate messaging between Sr. Leadership and divisions, staff members, and outside organizations/representatives

Supported the Vice President of Marketing and Philanthropy’s private donor relationships

Served as a liaison between various departments to coordinate or support day-to-day administrative operations

Worked closely with donors, Women’s Board, and Board of Directors within the Marketing and Philanthropy Department.

Managed 3M marketing budget, create purchase orders, monitor invoice payment, track PO’s and process change orders expediting as necessary.

Process expense reports and track departmental expenses and resolve/reconcile discrepancies as needed.

Compiled financial data, reconciled discrepancies, and created expense reports for distribution

Work effectively with the media.

Exceptional interpersonal skills at all levels, conveying a high level of professionalism

Excellent verbal and written communications, time management skills, and multi-tasking priorities

Federal Home Loan Mortgage Corporation 2000-2008

Operational Risk Analyst Associate

Sr. Administrative Team Lead

On behalf of managements, supported HR functions by initiating new hire orientation and training, performance evaluations and improvement plans, and employee termination.

Supported customer and internal division relationships

Confirmed payroll and account payable invoices were reviewed, coded and processed in a timely manner

Provided administrative support to the senior staff members including the EVP.

Managed incoming phone calls, scheduled meetings, and effectively disseminated EVP communications

Worked closely with Sr. Mortgage specialist to track contracts in the pipeline, reviewed materials and made recommendations to the terms and conditions.

Accurately entered budget details, tracked finances to correctly reflect financial transactions for audit.

Utilized established algorithms and metrics to identify, evaluate and address consumer risks

Evaluated performance outcomes to establish monitoring benchmarks for the organization

Conducted special research projects within the mortgage industry

Supported the organization by maximizing the capacity and capability of systems and tools to analyze data to monitor trends and issues for Key Performance Indicators (KPIs)

Assisted with quantitative risk measurements to support organizational processes

Created and presented reports to managers and leaders

Prepare and sent correspondences and reports to sellers and service providers

Maintain inter-department/division process relationships

Rust-Oleum 1996-2000

Sr. Customer Service Representative

Sr. Export Coordinator

Responsible for Key Accounts Western Division.

Process necessary documentation for special price quote.

Processed billings, credits or debits, prepare monthly statistical reports.

Coordinate logistics for delivery arrangements directly with customers,

Warehouse and carries.

Calendar scheduling and teleconference arrangements.

Daily interfacing with Department Managers concerning reports/inquires.

Maintain confidential records of Department

Expedited the payment of international orders to foreign distributors.

Processed legal export documentation, legalization of letters of credit for

specific countries.

Supported logistics by ordering shipping materials

Coordinate shipments and specific lot assignments with customers

Log export declaration dollar amount in a debit title and update marine insurance for annual report.

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