Experience

JSS Medical Research

• Canada
• Biotechnology Research
• 300 - 400 Employee

• Manager (Proposal & Budgeting)

  • Aug 2023 - Present

  Collaborate with BDA/M and Client Operations to develop the required documents to support the development of new and repeat business opportunities. 2. On all assigned opportunities, ensure a high level of understanding of the requirements, scope and client expectations, undertaking a detailed review of the RFP, proposed project outline and any other available resources. 3. Prepare high-quality proposal materials. Collate required content and finalize proposal; responsible for substantive editing, drafting and formatting to ensure proposals accurate reflect customers' requirements and are consistent with CRO branding guidelines. Research, compile and present statistics, experience tables and company information for RFP and RFIs. 4. Prepare budgets for new opportunities and change orders based on sponsor requirements in the CRO pricing tool within the required timeframe. Collaborate with BDA/M, Client Operations and Project Management to revise and negotiate budgets with sponsors as required. Prepare another budget documentation, including mapping to client grids where required. Accurately prepare simple-medium complexity client budgets mapped from the pricing tool. 5. Lead collation of input from other departments where required to address RFP and sponsor questions. 6. Prepare sponsor contracts and facilitate legal department review and execution in accordance with agreed timelines and guidance. Work closely with the Clinical Operations team to facilitate contract development, negotiation and execution for pre and post-award contracts. 7. Collaborate with BDM and Client Ops to develop materials for Bid Defense meetings. Attend and contribute to Bid Defense preparation meetings. 8. Participate in BD handover meetings to Operational team where requested. 9. Maintain and update required systems including SF and SP in a timely manner. Show less



PAREXEL INTERNATIONAL CLINICAL RESEARCH PRIVATE LIMITED

• India
• 100 - 200 Employee

• Senior Investigator payment Specialist

  • Jan 2021 - Aug 2023

   Responsible for budget and financial setup of assigned projects on CTMS. Maintain end to end electronic documents from start up to archiving of the project. SPOC for external stake holders (SMOs) and Sub CROs. Prepare periodic reports and circulate to internal and external parties on budget setup status. Responsible for 500 clinical trial sites payments spread across 40 countries. SPOC for Clinical teams, Sites and Project leadership on end to end payments, study budget queries and payments reports. Exceptions(Amendments and any other specific requirements based on client) handling, streamlining pilot process and contributing to document standard operating procedures. Working independently with strong focus on detail and committed to the fund setup data entry. Providing weekly metrics of individuals of their fund productivity and monthly review on quality. Proactively supporting fund setup team.  Individually was able to handle crucial task of IPO Fund setup Tracking fund setup requests and QC Participate in all required applicable trainings Ensuring all the fund setup requests are actioned with in 48hrs.End to end management of Investigator payments for assigned studies including:Collection of information from all teams/systems/tools wherever needed on a timely and proactive basis. Compliance with the Investigator payment timelines as per the contractual terms. Processing of invoices like PO, Non-PO, etc. Working on holds which are placed by multiple stakeholders. Analysis and presentation of data in a required fashion to various stakeholders. For fast-track payments, taking necessary approvals and following up with the teams to release payment. Act as a Channel between the Sites/Clinical research teams interacting with the sites and PLs Establish efficient / effective working relationships with other functional Leaders and across geographies and projects under the remit of the IPO. Show less

• Investigator payment Specialist II

  • Jan 2019 - Jan 2021

  Roles and Responsibilities: •  Responsible for budget and financial setup of assigned projects on CTMS. Maintain end to end electronic documents from start up to archiving of the project. SPOC for external stake holders (SMOs) and Sub CROs. Prepare periodic reports and circulate to internal and external parties on budget setup status. Responsible for 500 clinical trial sites payments spread across 40 countries. SPOC for Clinical teams, Sites and Project leadership on end to end payments, study budget queries and payments reports. Exceptions(Amendments and any other specific requirements based on client) handling, streamlining pilot process and contributing to document standard operating procedures. Working independently with strong focus on detail and committed to the fund setup data entry. Providing weekly metrics of individuals of their fund productivity and monthly review on quality. Proactively supporting fund setup team.  Individually was able to handle crucial task of IPO Fund setup Tracking fund setup requests and QC Participate in all required applicable trainings Ensuring all the fund setup requests are actioned with in 48hrs Show less

• Investigator payment Specialist 1

  • Jun 2016 - Jan 2019

  Roles and Responsibilities: •  Responsible for budget and financial setup of assigned projects on CTMS. Maintain end to end electronic documents from start up to archiving of the project. SPOC for external stake holders (SMOs) and Sub CROs. Prepare periodic reports and circulate to internal and external parties on budget setup status. Responsible for 500 clinical trial sites payments spread across 40 countries. SPOC for Clinical teams, Sites and Project leadership on end to end payments, study budget queries and payments reports. Exceptions(Amendments and any other specific requirements based on client) handling, streamlining pilot process and contributing to document standard operating procedures. Working independently with strong focus on detail and committed to the fund setup data entry. Providing weekly metrics of individuals of their fund productivity and monthly review on quality. Proactively supporting fund setup team.  Individually was able to handle crucial task of IPO Fund setup Tracking fund setup requests and QC Participate in all required applicable trainings Ensuring all the fund setup requests are actioned with in 48hrs Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Operations Team Member

  • Jul 2014 - Jun 2016

  Roles and Responsibilities: • Indexing of invoices into SAP • Download the open items from Database. • Matching of invoices with purchase order for payment file. • Preparation of payment file. • Making vendor payments, business expenses Invoice payments daily, transfer payments. • Preparation of vendor reconciliation file. • Maintained a database to monitor 900 accounts payable details for corporate customers, vendors, and suppliers. • Conducted due diligence on outstanding payments and communicated with clients to resolve unclaimed payment issues. • Preparation of reports and documentation for internal audits. • SME in process to clarify and resolve issue in the process Show less