Tracey Simpkins-Winfield

• Conducts study-end cost reconciliation when required.
• Examines monthly project invoices for accuracy and relevance.
• Reviews contracts and change order documentation vs. internal tracking (e.g., Budget, Cash Position Statement, Payment Schedule) to identify inconsistencies in budget amounts
• Communicates, resolves, and tracks budget-related questions between Finance Operations and Project Managers
• Provides Project Managers with monthly financial management reports
• Ensure accurate amendments to SOWs and POs through effective communication.
• Manage financial implementation of purchase orders.
• Raise and facilitate electronic commitment request (PO)
• Monitored SOW during study and made necessary amendments.
• Review, investigate, and resolve outstanding supplier invoices

• Approval of investigator grant payment recommendations based upon funding

• Process investigator grant payments and deliver these payments to domestic and international research sites

• Complete credit memos, incoming payments, study close outs and reissue payments using SAP

• Provide customer support with investigator sites on outstanding checks, inclusive of SSAE16 Control report

• Provide customer support to the Payment organization as needed to resolve payment issues

• Provide payment support to the global payment services team

• Complete daily reconciliations

• Provide support to the Project Manger with data entry into firm database
• Compile Draft or Finalize reports (checking for consistency with addresses, project numbers, dates etc.) and deliver based on client requirements/instructions

• Ran motor vehicle reports
• Completed binders to be sent to brokers
• Generated loss runs for Environmental as well as managing the loss runs mailbox, completed quote letters for Underwriting Assistants
• Completed pre-renewal checklist
• Reviewed binders and pre-renewal checklist for the team in Poland and other special projects assigned
• Entered numerical data into databases in a timely and accurate manner
• Scanned documentation and entered into the database

• Entered new submissions into the system
• Rate Property/Casualty accounts for New and Renewal business
• Created Bill sheets for both new and renewal business
• Reviewed policies prior to issuance
• Provided customer service to clients by ensuring that policies, endorsements, and any correspondence is mailed to brokers with accurate information in a specified time frame

• Reviewed the expense report system and comparing data invoices
• Coordinated approval processes of all accounts payable invoices
• Researched and resolved billing and invoice problems.

• Applied premium to appropriate insurance policies
• Disbursing overpayments and researching unassigned payments in the lock box.

• Consistently and efficiently was responsible for client production, processing, and coding of both monoline and reinsurance treaty boiler and machinery business, using both manual data entry and electronic file uploads
• Data discrepancies were resolved to ensure quality servicing to both new and existing Partners
• Updated departmental standard operating procedures and database to accurately reflect the current practices.

• Maintain accuracy in entering Investigational Site Budgets within the site payment system.
• Executed periodic reconciliation reviews of data.
• Executed payment disbursements according to Clinical Trial Agreements.
• Addressed payment-related queries from investigational sites promptly.