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Job Description
Investigator Financial Analyst II
Responsible for managing investigator budgets and providing financial analysis to support project teams.
Key Responsibilities:
- Lead the monthly investigator payment forecast cycle and support project analysis requirements.
- Meet with clients, clinical team members, and other members of the organization to gather information and/or explain the financial impact of the observed clinical conduct.
- Ensure appropriate supporting documentation is available and that the forecast is aligned with operational plans.
- Complete all required variance analyses for the set of projects, with insight.
- Identify risks in the project forecast and to the budget.
- Communicate, document and manage these on an ongoing basis.
- Understand alternative finance scenarios within a project with a degree of technical knowledge and business acumen.
- Actively monitor the balance sheet positions of investigator budgets for projects within the portfolio.
- Initiate action as needed with project teams to keep balances current, improving DSO and cash flow.
- Play a key role in initiating, building, and reviewing change in scope activity on assigned projects.
- Work with the project teams on an appropriate budget for the scope of work.
- Maintain/update simpler project budgets within relevant tools from post-award onwards including analysis and understanding on any subsequent changes in scope.
- Create accurate, transparent, and timely financial analysis to support project teams in project decision making process.
- Provide updates on financial status of investigator payments for assigned projects and create information in response to any client financial reporting needs for assigned projects.
- Maintains project accrual data of investigator payments (Accrued liability).
- Provides investigator reconciliation upon database lock and intermittent reconciliations as needed (Left to pay).
- Works with the Investigator Payments Organization to troubleshoot any budget, accrual, reporting, forecasting, or payments issues arising on the project.
Requirements:
- Good interpersonal, oral and written communication skills.
- Strong customer focus, ability to interact professionally within a client organization.
- Ability to manage multiple and varied tasks with enthusiasm, prioritize workload.
- Proficient in use of web based IT systems and MS Excel, Power Point, and Word.
- Effective time management in order to meet daily metrics or team objectives.
Education:
A Bachelor's Degree or international equivalent in Accounting, Finance or Business.