Site Budget Setup Analyst II

The Site Budget Setup Analyst is expected to set up and maintain budgeted values in the investigator payment system for expenses outlined in Parexel’s contractual agreements between the sponsor, participating institutions, and investigators with direct supervision. Modifications to existing budget templates are also completed upon request due to amended contracts and other requests that affect payments.

• Accurate budget template setups based upon fully executed contractual agreement
• Work closely with payment specialists and other internal team members to obtain additional information required to perform the budget template setup, when applicable
• Notify the assigned Payment Specialist upon completion of the budget template to request the review and approval of the setup to confirm accuracy compared to the contractual agreement
• Complete updates to the budget template, as required, based upon quality control or amendment requests
• Ensure that all documentation is included in the ticket request for tracking purposes
• Submit ticket requests to the Accounts Payable team to create payee setups associated with the budget template; ensuring that all requirement documents are included, and pre-requisites are met
• Thorough knowledge of Parexel’s SOPs, Operational Guidelines and Work Instructions procedures
• Keeps internal team members aware of site budget and payee setup
• Accurately setup study site budget and payee before starting payments
• Support payment leads to facilitate payments and resolve queries

Skills:

· Strong interpersonal, verbal, and written communication skills

· Ability to make decisions even in ambiguous situations

· 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 strong attention to detail

· Strong proficiency in using MS Excel for spreadsheet analysis

· Strong proficiency in using MS Outlook, Teams, PowerPoint, and Word.

· Analytical mind with strong attention to detail

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

· Delivers standard/typical work deliverables with minimal issues

· Understand fundamentals of CRO industry and how Investigator Payments influence the organization

Knowledge and Experience:

· 2-4 years experience is preferred within a Clinical Research Organization; Business; Finance/Accounting; or other comparable experience

Education:

· Advanced to excellent English level for non-native English speakers

· Minimum Bachelor’s degree or equivalent degree