I help therapists in private practice create a healthy relationship with money and worry less about taxes.

Conducted comprehensive budget reviews for clinical research trialsAnalyzed all study-related expenses to ensure they were included in a project’s estimated costsNegotiated research study budgets with industry sponsors/CROs to ensure adequate fundingResponsible for the review of contract agreements to eliminate disagreements in financial languageDeveloped coverage analysis to ensure compliant clinical research billingCoordinated with project managers to ensure on-time execution of contracts and budgets for projected study start-upAdministered participant payments in compliance with institutional standards

Performed general accounting functions, including posting journal entries, general ledger account analysis, and balance sheet reconciliationsOrganized and carried out efficient month-end and year-end processesMaintained integrity of general ledger, including the chart of accountsOversaw Account Receivables, Accounts Payable, and Human ResourcesResponsible for processing of bi-weekly payroll, reviewed and ensured the accuracy of approved timesheets, and handled the administration of health insurance benefitsProvided ongoing oversight and administration of business processesMaintained cash flow by monitoring bank balances and cash requirementsWorked with support teams to resolve issues with product, service or accounting areasSuggested budgetary changes to increase company profitsReviewed collection reports to determine the status of collections and the amounts of outstanding balances.Researched and rectified billing and invoice issuesDeveloped and rolled out new policiesEstablished efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of office personnel and activitiesAdvised staff regarding handling non-routine questions related to policies and procedures

Assisted with accounting duties to include: balance sheet reconciliations, general ledger analysis, and entering journal entries.Utilized analytical and research skills to determine contractual payments are up to date and all work performed has been billed to and collected from customerOversaw AP to ensure expenditures are properly tracked in accounting systemInitiated invoicing process for reimbursable bills and credit card charges to ensure all pass-through costs were billed to appropriate customerSplit bills to assist in job costing and to track departmental spending using PivotTables and Vlookup functionsManaged clinical research study financials including reconciliation of study financials, researching discrepancies, and ensuring billing accuracy according to contract agreementsAssisted Business Operations Specialists Team in tracking invoicing and payments dueCreated Ad hoc reports as needed to meet company needsReviewed contract amendments and approved upon reviewing budget that all budgetary information met study financial needsWorked closely with study clinical team to identify and resolve payment issuesCalculated contractor/PRN payments and submitted for disbursement in a timely manner

Generated invoices upon receipt of billing information and tracked collection progress.Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.Communicated with customers to identify and resolve outstanding payments.Oversaw inventory and office supply purchases.Composed and professionally replied to customer emails. Cold called prospective customers to promote company specials and cold called previous customers to help with customer retention. Collaborated with designers and the editorial team on marketing materials.Proofed and approved production and printing drafts of promotional materials.Filed paperwork and organized computer-based information.Processed cash and credit payments rapidly and accurately.Handled incoming and outgoing customer calls with tact and professionalism. Scheduled appointments for customer visits. Maintained and updated appointment calendar for field technicians.Assisted with receptionist duties, file organization and research.