Summary
Overview
Work History
Education
Skills
Key Achievements
Timeline
Generic

Gerard Cruz

Virginia Beach,VA

Summary

A hardworking, dedicated, dependable and self-motivated individual with a strong background in research, finance, management, customer service and sales. Excellent writing and oral communication skills with proficiency in Microsoft Office applications. A passion to learn, accept challenges, to always strive for success and self-growth.

Overview

18
18
years of professional experience

Work History

Financial Research Specialist

Sentara Healthcare
Virginia Beach, VA
03.2016 - Current
  • Provides financial support to multidisciplinary research divisions including cardiovascular, neurology, renal and oncology.
  • Conducts review of clinical trial and study contracts with legal counsel, negotiating budgets with various industry sponsors and academic institutions.
  • Oversees research billing compliance through Coverage Analysis development and serves as administrators for the institution's clinical trial management system (CTMS).
  • Coordinating with procurement, materials management and pharmacy for the onboarding of investigational medical devices and drugs, analysis of financial risk to the institution and assisting with federal grant proposals to the National Institute of Health (NIH).
  • Serves as mentor and preceptor to assist onboarding of new hires.
  • Led Shared-Governance Council monthly meeting as Chair with focus on goal setting and improvement planning through monthly meetings with divisional leaders where barriers and strategies are lifted up and discussed by department.

Finance Supervisor

Atlantic Bay Mortgage
Virginia Beach, Virginia
07.2011 - 03.2016
  • Conducted comprehensive analysis and forecasting of cash flow positions and borrowing needs to ensure sufficient availability of funds to perform daily operations.
  • Management of the finance team, recruitment, coordinating with lending institutions, production reports, cost analysis reports, the disbursement of mortgage funds, improving existing processes and streamlining workflow disbursement of mortgage funds.

Senior Member Service Specialist

Chartway Federal Credit Union
Virginia Beac, Virginia
10.2006 - 07.2011
  • Provided exceptional customer service to members and potential members by responding to inquiries, resolving issues, and processing transactions.
  • Opened new accounts, sold loan and deposit products including auto and home equity loans to include certificates of deposits and money market accounts.
  • Assisted with problem resolution achieving sales goals and coordinating with bank tellers for monetary transactions.

Education

Aspire Leadership Program -

Sentara Healthcare
Norfolk, VA
01-2022

Bachelor of Science - Finance With A Minor in Economics

Old Dominion University
Norfolk, VA
05-2005

Associate of Science - Business Administration

Tidewater Community College
Norfolk, VA
12-2003

Skills

  • Budget Negotiation
  • Impact Assessment
  • Risk Mitigation
  • Financial Forecast
  • Client Relationship Development
  • Trends Analysis
  • Variance Analysis
  • Analytical Thinking
  • Written Communication
  • Self Motivation
  • Adaptability
  • Interpersonal Skills
  • Attention to Detail
  • Problem-solving aptitude

Key Achievements

  • Played a key role in shaping research within Sentara Healthcare including the consolidation of all research oversight, research software integrations into the health system's medical records. Created research policies and procedures within Sentara Healthcare.
  • Facilitated growth and establishment of the Finance team within the organization at Atlantic Bay Mortgage Group.
  • Awarded as Top Sales of the Quarter consecutively during tenure at Chartway Federal Credit Union.

Timeline

Financial Research Specialist

Sentara Healthcare
03.2016 - Current

Finance Supervisor

Atlantic Bay Mortgage
07.2011 - 03.2016

Senior Member Service Specialist

Chartway Federal Credit Union
10.2006 - 07.2011

Aspire Leadership Program -

Sentara Healthcare

Bachelor of Science - Finance With A Minor in Economics

Old Dominion University

Associate of Science - Business Administration

Tidewater Community College

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Gerard Cruz