Financial Planning Project Managers
Resume:
La Keysha Jones
**********@*****.***
Raleigh, NC
Professional Summary
Clinical Manager, Financial Planning and Analysis Manager leveraging over 10 years in management communication, strategic planning, business analysis, large financial system implementation and forecasting to exceed management goals and successfully lead teams through changing business conditions. I validated data through checks, formulas, and graphs incorporated into monthly reports to signify key drivers to executives and managers. I am proficient with Oracle, Workday, PeopleSoft, Excel and Hyperion.
Key Qualifications
Financial Analysis
Accounting Business Operations
Forecasting & Trend Projection
Costing
Budget Administration
Finance
Problem Solving Skills
Organizational Agility
Team Leadership
Technology & Certifications
Accounting systems – Oracle, PeopleSoft, Hyperion
MS Office Word, Access, PowerPoint Visio, Excel
Hyperion
SAP
ARIBA
Great Plains
SalesForce
Education and Training
Completion Date Issuing Institution Location Degree Received Course of Study
12/2018 Strayer University NC Master’s Degree Finance
12/2008 Kaplan University FL Bachelor’s Degree Business Mgmt./Accounting
05/1995 BCCC MD Associate Degree Computer Information Systems
Work Experience
Senior Accountant
WCG Clinical Global, Cary, NC February 2019 – Present
Manages contractual databases and analyzes data to track project statuses.
Collaborates with internal stakeholders to ensure critical milestones are met, budgets stay on track, and contracts are amended, renewed, or closed on a timely basis.
Review’s contract, budget, and billing data in StatCollab’s project accounting financial database.
Monitors StatCollab’s contracts and related financial databases for (a) contract and project records in the finance system that do not yet have a fully executed contract and (b) any project record that does not yet have a purchase order provided by the client. Works cooperatively with clients to ensure timely execution of contracts and production of purchase orders.
Collaborates with Project Managers to accurately modify contract and budget information in project accounting records in StatCollab’s financial database on a timely basis.
Prepares and updates monthly factored and contract backlog reports, tracking outstanding proposals not yet signed and the probability of winning contracts and associated revenue impact.
Ensures signed contracts are properly filed and recorded on StatCollab’s servers, with WCG Legal, and within StatCollab’s FileMaker database.
Maintains accounts for invoicing platforms (e.g., ARIBA).
On a bi-monthly basis, collects unit cost billing information from the Project Managers and as permitted by the contract, updates the contract and project accounting records in the financial database. Follows up with Project Managers on delinquent entries to ensure timely revenue forecast reporting to WCG corporate finance.
Develops financial revenue forecasts using the unit cost billing data provided by the Project Managers.
Prepares and transmits project invoices in accordance with the billing instructions outlined in the contract and confirmed by the client. Investigates and resolves invoice submission or rejection issues, and serves as liaison between the client, and Project Manager.
Prepares and analyzes invoicing, billing, and other project-related reports Project Managers, and WCG corporate finance.
Answers Project Managers’ questions regarding work scopes and contracts, particularly related to budget accounting.
Processes StatCollab’s “GreenSlips” for contract/project closeout requests.
Serves as a back-up to other contracts and business development staff in facilitating execution of non-disclosure agreements with clients or assisting with the drafting of proposals.
Daily application of cash receipts and deposits in Great Plains (GP)
Other duties as assigned by supervisor. These may, on occasion, be unrelated to the position described here.
Monitor AR Aging: Ensure that payments are timely. Send AR email notifications as appropriate throughout the month focusing on making sure that anything that will be >90 days is collected before month end
Work in Adaptive and Financial SharePoint daily.
Monitor the billing mailbox for client and internal billing issues as they arise. I work with contracts and the Project Managers to resolve issues with client invoices.
Manager, Clinical Research Administration
Manage operations for a team of Analysts and provide subject matter expertise related to client deliverables and process workflow.
Serve as main operational contact for clients assigned to team while ensuring deliverables and processes meet the client’s expectations.
Track team goals identify barriers preventing team from achieving those goals (if applicable) and develop solutions to mitigate those barriers.
Support the development of Analysts on a team by providing detailed and consistent performance feedback, recommendations for promotion, and corrective action when necessary.
Support implementation of all new clients for a team, ensuring a consistent process is followed meeting all internal requirements while also maintaining the flexibility to fit with client’s existing process.
Support completion of client deliverables, as needed.
Other duties as assigned by supervisor. These may, on occasion, be unrelated to the position described here.
Attendance and punctuality are essential functions of the position.
Responsible for the management and evaluation of an assigned team. Such responsibilities may include training; planning, assigning, and directing work; conducting performance appraisals; and addressing/ resolving complaints and issues.
Payments Specialist
Coordinate study specific, global site payment processes.
Manage assigned projects/studies by leveraging project management skills to meet sponsor expectations.
Ability to decipher necessary information from sponsor specific documents including budgets and payment terms in contracts, amendments, and ancillary agreements.
Create and distribute pro forma globally where required.
Respond to inquiries from sites and sponsors efficiently and effectively.
Manage sponsor expectations, hold status calls, and investigate to resolution any matters requiring clarity or problem solving.
Follow-up with investigative sites to resolve any payment issues globally.
Produce error-free reports for sponsors and internal project teams.
Accurately plan to achieve timeline milestones and deadlines.
Understand global contract terms, budgets, and payment schedules, ensuring that payments to investigative sites are aligned with the Clinical Trial Agreement.
Comprehend global payment terms and processes.
Build and maintain excellent relationships with sites, colleagues, and clients.
Participate in the recruitment and selection of payment staff members.
May assume responsibility for special project-related tasks.
Maintain updated information of all study related information to use as reference in daily duties.
Stay abreast of changes in studies and/or updates to client preferences as dictated to ensure documents meet the needs required.
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Other duties as assigned by supervisor. These may, on occasion, be unrelated to the position described here.
Financial Analyst
Quintiles Transnational, Durham NC June 2007– March 2017
Analyzed company results and identified business issues and opportunities.
Completed organization charts for the entire company.
Reconciled state return payments made via wire transfer and check requests monthly.
Investigated and analyzed PeopleSoft general ledger accounts to determine proper coding of meals and entertainment expenses and to reduce audit exposure.
Assisted with state audit information requests through increased working knowledge of e-rooms for data retrieval.
Fully assisted with increasing quarterly and year end state tax provision process through automating spreadsheets via V-lookup and formulas.
Assessed state tax notices to resolve discrepancy in payments and non-receipt of return notifications.
Collected financial information from all financial VPs to submit to the IRS for Foreign Bank Accounts, 1042's, and W-9's.
Assisted in the update and maintenance of the FAS123R files by analyzing historical data per participant to categorize data according to HR current records of options outstanding.
Created and edited spreadsheets in Hyperion.
Prepared IRS forms such as change of address and change of name forms to resolve customer requests.
Prepared, completed, and submitted State Returns, Estimates and Extensions via wire transfer and check requests.
Reconciled franchise and Income accruals for state payments on general ledgers processed monthly for state notices and audits.
Worked with PeopleSoft daily to run forecasting reports.
Supported internal business partners by participating on cross functional teams to resolve issues or explore new initiatives.
Managed Tax Compliance.
Assisted in accounting procedures in the tax department working through excel spread sheets via v-lookups, formulas, pivot tables, and charting.
Worked with the national and international tax departments processing taxes daily.
La Keysha Jones
**********@*****.***
Dear Madam/Sir:
I am writing regarding a position within your organization in which my educational and professional experiences gained from years of working in a business and administrative environment provide me with the necessary skills to excel.
I am creative, energetic, a team player, organized, resourceful and a motivated individual. I have a positive attitude and enjoy collaborative interactions and I can manage multiple tasks while working both independently and collaboratively. I understand cultural and socioeconomic diversity as it applies to the workplace and community. I am always willing to learn, and I enjoy the demands of problem solving and I look forward to new challenges.
Considering my previously acquired work experience and positive personal attributes, I believe I will be an asset to your organization. I am confident that I am an ideal candidate to serve in this position. Thank you for your interest in my candidacy.
Sincerely,
La Keysha Jones
La Keysha Jones
Raleigh, NC 27610
**********@*****.***
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