Joseph Halstead
Holly Springs,United States
Summary
With 14 years of experience in budgeting, customer support, technology, and sales, I’ve mastered diverse fields with strategies that never fail. In budgeting, I’ve honed in my skill, managing finances with precision and care, Tracking expenses with a devoted will, ensuring every penny's accounted for and fair. Customer support, I handle with ease, addressing concerns with patience and grace, Solving problems, aiming to please, creating a positive experience in every case. Sales-driven and always on cue, achieving targets with dedication and efficiency, From start to end, I bring expertise, ensuring every role embodies proficiency.
Overview
10
10
years of professional experience
Work History
Budget and Contract Specialist
Novotech
, United States
09.2024 - Current
- Utilize Fusion, GrantPlan, Veeva Vault, and CTMS (SaaS) for accurate financial reporting and workflow streamlining
- Managed and monitored financial tracking of study budgets, ensuring accurate estimation and allocation for task order budgets based on specific requirements for both Sponsor and Site
- Collaborated and negotiated with sponsors and sites, to create a thorough, accurate, and precise Clinical Trial Agreement (CTA/Contract) based on the needs of the parties, legal understanding, and contextual references that need to align with the study protocol, from beginning to fully execution
- Ensured the budget and the Schedule of Events (Budget table) matched and were accurate based on the timetable that the visits for the study are to occur
- Practiced low to mid fair market values, leveraging GrantPlan to optimize budget allocations and minimize excess costs while ensuring alignment with sponsor expectations, and site needs for equitable compensation
- Understand and utilized the different types of contract agreements based on the situational purposes, such as the standard Clinical Trial Agreement (CTA), Master Clinical Trial Agreement (MCTA), Statement Of Work (SOW), Accelerated Clinical Trial Agreement (ACTA), Letter Of Indemnification (LOI), and Letter of Authorization (LOA), and more
- Foster strong partnerships with Sponsors and Sites, facilitating transparent communication and alignment on budget expectations and contract building
Budget and Payment Specialist II
Syneos Health
, United States
06.2021 - 09.2024
- Utilize Appian, Oracle, and CTMS - Medidata (SaaS) for accurate financial reporting and workflow streamlining
- Managed and monitored financial tracking of accounts, ensuring accurate estimation and allocation for task order budgets based on specific requirements
- Demonstrated a thorough understanding of the interrelationships between financial management requirements and contractual obligations, ensuring seamless integration and compliance
- Entered in and managed budgets from 77 different assigned sites, successfully handling a workload of 55% larger than the industry standard
- Optimized self-created budget templates, reducing project timelines/deadlines by weeks or even months, depending on duration of the study
- Mentored team members in advanced skills, leading to enhanced team performance and sustained manager satisfaction consistently
- Streamlined contract negotiation processes, achieving a reduction in negotiation time and enhancing project start timelines
- Collaborates with accounts receivable and project management to ensure advance funding is received from sponsors on a timely basis for global project needs and deposits that are available before site payments are processed
- Managed and processed payment transactions, ensuring accuracy and compliance with site invoices, making sure invoices were completed on time, and within site and company requirements
- Collaborated with cross-functional teams to ensure payment processes, working closely with PM's, Budgets, and QC teams
- Utilized advanced financial software such as Oracle and CTMS, to monitor payment statuses and generate and monitor payment schedules, maintaining accurate financial records for ongoing studies
- Drafting detailed reports for management review, using the ECP report (Event Cost and Payee) to ensure accuracy and accountability for every invoice
- Trained junior staff on budget management tools, enhancing team efficiency and securing consistent project cost savings
Online Market Budget Manager
Fiverr
, Remote
03.2020 - 08.2022
- Managed and optimized marketing budgets for various online campaigns and freelancers
- Conducted thorough market analysis to identify variants of resource use and products, to increase ROI
- Developed and implemented budget plans/forecasting tailored to clients' specific needs and goals, ensuring efficient resource allocation
- Creating effective, easy to use, and appealing graphs (Line and Bar Graphs) on Microsoft Excel such as monthly net-profits and Time vs Earnings, that's according to prior transactions
- Kept steady communications with several different clients, using multiple different platforms
- Successfully managed multiple projects simultaneously, maintaining high levels of client satisfaction and meeting tight client requested deadlines
- Provided expert advice on cost-effective marketing tactics, contributing to overall business growth and profitability for clients, such as: The use of email marketing campaigns, Encouraging customers to share the store link to earn sale opportunities (Increase Traffic), and Proposed influencer marketing on platforms such as TikTok and Instagram
- Created detailed, user-friendly financial reports, enhancing transparency and client trust in budget management
Repair Technician & Sales Representative
UBreakiFix
Cary, United States
11.2019 - 05.2020
- Conducted in-depth technical assessments and proficiently diagnosed a wide range of electronic devices, such as phones, tablets, consoles, and laptops, ensuring precise issue identification and resolution, resulting in a 95% customer device issue resolution rate
- Sales and revenue optimization leveraged effective sales techniques to maximize revenue by actively promoting exclusive promotions and successfully up-selling products and services, consistently meeting and exceeding sales targets, contributing to a 20% increase in monthly sales revenue
- Seamless customer onboarding facilitated the seamless onboarding of customers into tech insurance programs, meticulously handling the sign-up process and account creation
- Displayed exceptional technical expertise by skillfully repairing and restoring customers' personal devices to their optimal functionality, maintaining high levels of customer satisfaction and loyalty, resulting in a 90% customer satisfaction rate and a 30% increase in repeat business
Retail Sales Representative
AT&T and Verizon
Cary, United States
05.2015 - 09.2018
- Demonstrated a strong aptitude for sales by consistently achieving sales targets and effectively promoting exclusive promotions, leading to a 15% increase in monthly revenue and high customer satisfaction
- Prioritized providing an exceptional customer experience by addressing inquiries, resolving issues, offering personalized solutions, fostering long-term customer relationships
- Managed and meticulously organized display merchandise to create a visually appealing and customer-friendly store environment
- Maintained organized files for efficient operations
- Proficiently navigated the program Omni for inventory management and customer transactions, ensuring smooth business operations and timely order processing, contributing to a 100% accuracy rate in inventory management
- Built rapport with clients, and used the relationships that were developed to increase the productivity of transactions, which ultimately leveraged me to be a top performer on the team, due to the trust that was earned and preference to work with me
Education
Associates -
Wake Technical College
Raleigh, NCBDCP: Biopharmaceutical Development Certified Professional -
Wake Technical College
Raleigh, NCBRC: Biopharmaceutical Regulations Certificate -
Wake Technical College
Raleigh, NCBMQ: Biopharmaceutical Manufacturing and Quality Certificate -
Wake Technical College
Raleigh, NCABC: Applied Biotechnology Certificate -
Wake Technical College
Raleigh, NCABPC: Advanced Biopharmaceutical Practices Certificate -
Wake Technical College
Raleigh, NCSkills
- Budget Management
- Sales Knowledge
- Quality Control
- Communication
- Process Improvements
- Technology Knowledge
- Data Analysis
- Client engagements
- Problem Solving
Languages
English
Timeline
Budget and Contract Specialist
Novotech
09.2024 - Current
Budget and Payment Specialist II
Syneos Health
06.2021 - 09.2024
Online Market Budget Manager
Fiverr
03.2020 - 08.2022
Repair Technician & Sales Representative
UBreakiFix
11.2019 - 05.2020
Retail Sales Representative
AT&T and Verizon
05.2015 - 09.2018
Associates -
Wake Technical College
BDCP: Biopharmaceutical Development Certified Professional -
Wake Technical College
BRC: Biopharmaceutical Regulations Certificate -
Wake Technical College
BMQ: Biopharmaceutical Manufacturing and Quality Certificate -
Wake Technical College
ABC: Applied Biotechnology Certificate -
Wake Technical College
ABPC: Advanced Biopharmaceutical Practices Certificate -
Wake Technical College
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