Experience

K2 Medical Research
• United States
• Research Services
• 1 - 100 Employee
• Director of Accounting

  • Feb 2023 - Present

Headlands Research
• United States
• Research Services
• 1 - 100 Employee
• Finance Manager

  • Jun 2020 - Present


Meridien Research

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Senior Clinical Financial Coordinator

  • Aug 2018 - Jun 2020

  • Managed 70+ studies by building them in Clinical Conductor and Merge from fully executed contracts. • Worked with Sponsor and Contract Research Organization on amendments and billing. Billed expenses and procedures in Clinical Conductor and QuickBooks and NAV monthly. • Maintained financial tracking. Reviewed and Approved expenses. • Maintained and reconciled Accounts Receivable. Applied payments to accounts. • Created daily and monthly reports. Performed Month-end Rollovers and Borrowing Base Reports • Collected an additional 1.8M annually by reducing Aging Accounts Receivable by 20% • CEO said, “Thank you for continuing to work hard at collections. We look better than the industry standard of 120 days in clinical research by currently being at 65 days.” Show less



Compass Research

• India
• Market Research

• Account Manager

  • May 2016 - Aug 2018

  • Managed 70+ studies by building in Clinical Conductor from fully executed contracts. • Worked with Sponsor and Contract Research Organization on amendments and billing. Billed expenses and procedures in Clinical Conductor and QuickBooks and NAV monthly. • Maintained financial tracking. Reviewed and Approved expenses. • Maintained and reconciled Accounts Receivable. • Applied payments to accounts. • Created daily and monthly reports. • Saved Company 75K a year by coming up with a plan to combine the Accounts Payable function with our billing Sponsor off site procedures. • Collected an additional 2M annually by reducing Aging Accounts Receivable by 15% Show less



Home Instead Senior Care

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Business Office Manager

  • Nov 2012 - May 2016

  • Prepared monthly journal entries to the general ledger for inventory, sales, cost of sales, and any related activity; Accounts Payable of several vendors and Accounts Receivable of over 200 clients. • Oversaw accurate and appropriate recording and analysis of revenues and expenses. • Human resources responsibilities, including ADP payroll for 300+ caregivers • Maintained office services by organizing office operations and procedures; controlled correspondence; designed filing systems; assigned and monitored bookkeeping functions. • Maintained office staff job results by coaching, counseling, disciplining employees, planning, monitoring, and appraising job results. • Built and maintained relationships with clients and caregivers. • Saved company 10K annually by providing and preparing documents for Tax preparation. • Owner said, “Thank you for being a great employee. Would you please consider doing 2 months of Contract work to help us out?” Show less



Target

• Mexico
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Receiver

  • Mar 2010 - Nov 2012

  • Managed vendor relationships by monitoring the unloading of all materials into the receiving department; ensured materials were staged for counting and inspection; ensured receiving reports were accurate. • Monitored the flow of paperwork from receiving to inventory control for timely data entry. • Forecasted, ordered, and stocked merchandise throughout the store. • Offered exceptional customer service with prompt, efficient, and courteous service. • Maintained safe work environment according to all federal, state and department regulations. • Established and maintained effective working relationships with other employees, supervisors, and managers. • Backroom Supervisor asked me to become the Logistics Manager after working as the Unloader for 4 months because of my initiative. Show less