William Graham
Raleigh,North Carolina
Summary
Professional with a strong background in financial operations, contract management, and data analysis. Adept at fostering customer relationships, and identifying opportunities to maximize revenue retention. Experienced in leveraging CRM tools and data-driven insights to drive customer success and mitigate churn.
Overview
9
9
years of professional experience
Work History
Financial Operations Analyst
Tegria
10.2023 - Current
- Manage customer budgets and financial contracts, ensuring accurate and timely financial operations.
- Run reports within Salesforce to audit opportunity data, with customer contracts, to ensure accuracy.
- Conduct financial modeling to assess profitability, and identify areas for cost optimization.
- Develop and maintain financial dashboards in SharePoint to track key performance indicators (KPIs) related to revenue retention.
- Provide strategic financial insights to leadership, helping to mitigate financial risks and support contract renewals.
Senior Project Financial Analyst
ProPharma Group
12.2020 - 10.2023
- Managed billing and financial administration for 70+ projects, ensuring compliance with contract terms and budgets.
- Conducted in-depth financial analysis to identify risks and opportunities for customer retention.
- Implemented forecasting models to predict outcomes and track revenue trends.
- Collaborated with cross-functional teams to enhance resource allocation and project delivery timelines.
- Created and managed accruals, budgets, and monthly billing for high-profile studies.
Project Analyst (Finance)
PRA (ICON)
Raleigh, USA
07.2019 - 12.2020
- Partnered with customers to develop and refine project budgets and contact scope, ensuring alignment with financial objectives
- Negotiated pricing and contract terms to optimize customer value, while ensuring company profitability.
- Developed and negotiated budgets, contracts, and amendments with sponsors.
- Provided financial insights to study teams, ensuring project profitability, and cost efficiency.
- Assessed financial risks and opportunities, offering strategic recommendations for optimization.
- Analyzed financial data to identify trends and drive cost-saving initiatives.
Fulfillment/Operations Associate
Crossrope
Raleigh, USA
03.2018 - 07.2019
- Managed and tracked inventory to ensure seamless order fulfillment.
- Developed relationships with third-party suppliers to enhance supply chain efficiency.
- Forecasted inventory needs and optimized warehouse operations for maximum efficiency.
- Implemented performance tracking systems to evaluate and enhance fulfillment processes.
Chemical Formulation & R&D Procurement Intern
Bayer
RTP, USA
05.2016 - 07.2017
- Conducted a financial analysis to identify cost-saving opportunities in chemical procurement.
- Forecasted future expenditures to optimize procurement strategies.
- Engaged with suppliers for raw material sourcing, and negotiated B2B contracts.
- Reviewed purchase requisitions in SAP to ensure compliance with company policies.
Education
Bachelor of Science (B.S.) - Business Education
North Carolina A&T
Greensboro, NC05.2018
Associate of Science (A.S.) - Agribusiness
North Carolina State University
Raleigh, NC12.2014
Associate of Science (A.S.) - General Agriculture
North Carolina State University
Raleigh, NC12.2014
Skills
- Salesforce
- Contract Management
- Risk Assessment
- Revenue Recognition
- Financial Analysis
- Process Improvement
- Workday
- Tableau
- Sharepoint
- Kantata
- MS Office Suite w/ expertise in Excel
- Profitability Analysis
Timeline
Financial Operations Analyst
Tegria
10.2023 - Current
Senior Project Financial Analyst
ProPharma Group
12.2020 - 10.2023
Project Analyst (Finance)
PRA (ICON)
07.2019 - 12.2020
Fulfillment/Operations Associate
Crossrope
03.2018 - 07.2019
Chemical Formulation & R&D Procurement Intern
Bayer
05.2016 - 07.2017
Bachelor of Science (B.S.) - Business Education
North Carolina A&T
Associate of Science (A.S.) - Agribusiness
North Carolina State University
Associate of Science (A.S.) - General Agriculture
North Carolina State University
Similar Profiles
Greta JacksonGreta Jackson
Director of Employee Engagement & Cultural Enrichment at TegriaDirector of Employee Engagement & Cultural Enrichment at Tegria
ROB BOWSERROB BOWSER
Full Stack Software Developer (Remote) at TegriaFull Stack Software Developer (Remote) at Tegria
Francesca CoccoFrancesca Cocco
- Patient Account Representative Customer Service at Tegria- Patient Account Representative Customer Service at Tegria