
Analytical and results-driven Specialist with 6+ years of experience improving financial operations, optimizing payment workflows, and supporting cross-functional teams across global clinical research organizations. Strong background in financial analysis, budgeting alignment, forecasting, operational efficiency, and data reconciliation. Experienced in transforming complex business processes into scalable, compliant workflows. Adept at collaborating with multicultural, remote teams and presenting findings to Finance, Operations, Clinical Leadership, and external stakeholders. Currently completing an MBA with a focus on strategic financial management.
• Led financial operations for four global clinical studies (hematology & oncology), managing $10M+ in site payments YTD and supporting accurate forecasting across multi-cycle study budgets.
• Conducted financial analysis on payment trends, variances, and reconciliation discrepancies, improving payment accuracy and reducing outstanding liabilities.
• Implemented and optimized Medidata Payments workflows, improving operational efficiency and standardizing financial processes across study teams.
• Built and maintained Excel-based trackers for invoice processing, approval flow, forecasting, and aging analysis to support financial decision-making.
• Trained cross-functional project teams on payment processes, budget reconciliation, and compliance expectations to ensure consistency across studies.
• Developed SOPs and tools that enhanced data accuracy, reduced processing redundancies, and strengthened operational compliance.
• Led sponsor-facing Investigator Grant calls weekly, presenting financial updates, resolving issues, and ensuring alignment between Finance, Clinical Operations, and external partners.
• Supported operational and financial components across three clinical studies by managing study documentation, budget-related items, and data accuracy across CTMS and eTMF systems.
• Prepared and maintained detailed trackers, meeting minutes, and action items to support forecasting, planning, and cross-functional decision-making.
• Assisted in budget reviews, financial documentation audits, and protocol deviation analysis to ensure compliance and accuracy in financial reporting.
• Collaborated with multicultural global teams to support site communications, financial documentation, and operational planning.
• Managed global payments for 250+ clinical sites, processing $5M+ in payments in 2020.
• Reconciled 80+ sites in 3 months, resolving over $1M in outstanding liabilities, improving accuracy in budget tracking and financial documentation.
• Analyzed weekly financial reports and data trends from CTMS and EDC systems to support operational decisions and forecasting.
• Reviewed contracts, budgets, and FMV terms to ensure compliance and accurate financial execution.
• Developed SOPs to standardize payment practices across regions, including LATAM, improving process consistency and audit readiness.