Site Budget Setup Analyst I

Key Accountabilities:

Overall Accountabilities:

• Work closely with project teams and other internal departments, including but not limited to SSU/Site Contracts, Accounts Payable and Accounts Receivable / Billing.

• Participate as a representative of the Investigator Payment team in study start-up meetings, including payment strategy meetings, to ensure initial funds setup requirements are documented.

• Review and understand budget details within sponsor and site contracts to assist with fund setup requirements.

• Create and review metrics on fund setup productivity and helpdesk inquiries and provide reporting to management team.

• Assist with performing periodic quality control reviews on completed fund setup requests.

• Assist with inquiries and resolution specific to site payment inquiries/disputes and issues related to fund setup activity, ensuring timely escalation if applicable.

• Assist with obtaining documentation required to complete funds setup requirements.

• Provide support to the Investigator Payments and Analytical teams.

• Provides supporting documentation to auditors as necessary.

• Create reports for the Site Payment Services management team.

End to end management of Investigator Payments (if applicable):

• Keeps internal and external team members aware of site payment status and issues.

• Assign and ensure closure of helpdesk issues for assigned portfolio Assist in the preparation of project status reports as needed.

• Works with IFA and project team to ensure appropriate funding prior to administering payments.

• Proactively participates in Project Strategy Meetings (PSM), providing input to payment strategy planning for incoming studies.

• Troubleshooting system issues when presented.

• Resolve payment discrepancies to ensure accurate processing of payments.

• Provide payments reports for assigned projects to customers as requested.

Skills:

• Excellent interpersonal, verbal, and written communication skills.

• Leadership skills that include the ability to work with a virtual team across locations and cultures.

• Ability to make decisions and advise other staff even in ambiguous situations.

• Ability to conduct root cause analysis in problem solving and process development.

• Strong customer focus, ability to interact professionally.

• Patient, Quality and Client focused approach to work.

• Ability to manage multiple and varied tasks with enthusiasm and prioritize workload with attention to detail.

• Expert in using MS Excel for spreadsheet analysis.

• Expert in using of MS Outlook, Teams, PowerPoint, and Word.

• Analytical mind with strong attention to detail.

• Commitment to high quality work and consistent performance.

• Comfortable with working in a decentralized matrix environment and being a conversant team player.

• Delivers standard/typical work deliverables without issues.

Knowledge and Experience: 

• Medidata Site Pay experience preferred but not required.

• Oracle experience preferred but not required.

• 5+ years’ experience are preferred within a Clinical Research Organization; Business; Finance/ Accounting; or other comparable experience.

Education:

• High school diploma and 3+ years relevant work experience required.

• A bachelor’s degree in accounting, Business Administration, or related field; or equivalent combination of education plus moderate, progressive financial experience preferable within a CRO or service industry preferred.