Jan 2022 – Mar 2026 · 4 yrs 2 mos · Bangalore

• The Senior Clinical Payment Specialist II (Sr. CPS II) is a finance subject matter expert that supports study teams with complex and diverse site finance activities including, but not limited to, investigator grant payments, accruals, and forecasting. The Sr. CPS II performs study setup, site contract setup, site payments, invoice reconciliation, forecast and accrual generation, and other assorted and complex finance activities within dedicated finance systems. The Sr. CPS II also administers the finance systems by managing account accesses and troubleshooting and resolving complex issues in creative and effective ways. This role is responsible for conducting training for the Clinical Payment Specialist I/II positions (CPSs) and acts as an escalation point of contact for CPSs and study teams. The Sr. CPS II participates in process definition and SOP development. This position works on problems of diverse scope and on complex issues where analysis of situations or data requires evaluation of either identifiable or variable factors and exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results.

May 2020 – Jan 2022 · 1 yr 8 mos · India

• Lead Projects and coordinate with the team with a good understanding on the goal of the project.
• Responsible for preparation of yearly financial budgets, quarterly forecasts for clinical department
• Manage project budgets and approval of invoices
• Generation of legal request, review/modification of agreements, liaison with finance, vendor and clinical team until finalization/signing of the agreements
• Participate in client selection and budget negotiation meeting in order to finalize the CRO
• Real time updating of budget tracker for each study showing the actual, foreseen or budgeted along with variance analysis.
• Complete analysis of budgeted versus actual spend for assigned projects
• Reconciliation of Cost center and invoices (Goods receipts as well as service related)
• Review new payee information and add or correct as required
• Renewal of software license, project insurance after negotiation with vendors, co-ordinate with IT team for installation and final sign off
• Verify invoice received from Payee prior to making payment
• Work with management to streamline/define process to improve overall efficiency and documentation
• Participate in Senior Leadership Team meetings as a representative for the team.
• Create PRN/PO after obtaining approval
• Investigator payments and vendor enablement in People soft.
• Support vendor creation team to create vendor in SAP, collect all required documents
• Act as point of contact between CRO and site

Apr 2019 – May 2020 · 1 yr 1 mo · India

• Served as a subject matter expert (S.M.E) in the assigned function and have a good working knowledge on process and operation on both internal & external departments.
• Check the visit status in CTMS and mark them ready to pay if all data is updated
• Work on contract terms and negotiation
• Review Contracts and update the rate cards.
• Review new payee information and add or correct as required
• Train and mentor Clinical Project Administrators.
• Handling Reports includes ageing analysis of Pending payments, Site payments
• Identify Individual training needs and assist in the conduct of training and development efforts globally.
• Setup and maintain clinical investigator files and documentation.
• Verify invoice received from Payee prior to making payment
• Investigator payments and vendor enablement in People soft.
• eTMF Review and Document upload. Checking the EDC for subject status for payment.
• Communicating with Project managers and CRA’s for payment approvals and queries.
• Audit requirement Fulfillment for External and internal
• Handling Reports includes ageing analysis of Pending payments, Site payments
• Identify Individual training needs and assist in the conduct of training and development efforts globally.
• Ensure training compliance with training matrix and records are up to date.
• Provide inputs on relevant SOP's and standard plans/templates for use by Project management and clinical Operations staff.
• Ensure transition of projects covering all documentation and training requirement for sign-off.
• Represent department in cross functional initiatives as assigned by management and may act on behalf of team when assigned.

Jul 2015 – Apr 2019 · 3 yrs 9 mos · Greater Bengaluru Area

• Investigate request for Ad-hoc payments and Visit batches. review, update and track all payments in CTMS appropriately.
• Setup Master/Site-specific SVT templates to ensure accurate templates are built in before release to study teams
• Lead Projects and coordinate with the team with a good understanding on the goal of the project.
• Work with management to streamline process to improve overall efficiency and documentation
• Provide support and training/mentoring to the team members.
• Identifying common study set-up issues and escalates appropriate complaints to managers.
• Proactively and independently handled complex contracts/studies and share the knowledge with the team.
• High quality support for budget setup in a timely manner.
• Support vendor creation in system.
• Performing payee split activity and budget table creation as per the Clinical Trail agreement.
• Handle vendor disputes within the Service Level Agreement. Communicating with Site and CRA for updating of EDC file.
• Assists with maintaining a schedule for patient visit payments per contract with the Sponsor and the Site.
• Prepare Investigator Payment report for study status meetings as requested by Project Manager
• Contract Proposal & Budgeting Activity
• Handling pricing, contract budget amendments /addendums.
• Handling documents related to contracts and proposals.
• Co-ordinate with legal team for contract approval and clarification.
• Daily communicating and coordinating with various PM’s of various departments to
• facilitate proper understanding of requests and processing them.
• Reviewing contract agreements and updating them as per client’s request.
• At times reaching out to client with respect to various budget estimates, contract
• related info all this with in due time.
• Handling training for a brief period for pricing and reviewing.
• Handling and facilitating meetings with PM’s and clients.
• Preparing the budget table and uploading to system after review and approval.

Dec 2013 – Jun 2015 · 1 yr 6 mos · Greater Bengaluru Area

• Hands on experience on prepaid account creation and analysis.
• Review Contracts and update the rate cards.
• Preparing the budget table and uploading to system after review and approval.
• Working with legal team for contract approval
• Analyzing the actuals with the expected revenue.
• Verify discrepancies and resolve clients billing issues with Sales and/or Customer Care teams
• Responsible for end to end billing for clients having extreme billing exceptions
• Forecasting the revenue for the next accounting month.
• Arranging monthly calls with the project managers to discuss the issues faced during the close period.
• Reporting works for month end, posting by project backlog details for the higher management to analyze.
• Co-ordination with Client Account Manager/ Business heads for recovery of the payment for key clients, presentation of receivables to the management team
• Handle first level escalations for Billing and collection team members follows up for all the invoices payment which are due for longer time
• Perform day to day financial transactions, including verifying, classifying, computing, posting and recording of accounts receivables data
• Accurately prepare client invoices in accordance with Orders terms of contract and within expected timeframes.
• Accurately complete complex billing calculations & Billing Adjustments. (RM, DMS, Manifest, DVLs, OTO)