clinical financial analyst ii resume example with 9 years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

Accomplished financial professional with 5 years of experience, specialized in developing, interpreting, and implementing financial concepts for budgeting, financial planning, forecasting, and internal controls.

Education and Training
Expected in 2016
Bachelor of Science: Finance & Accounting
Northeastern University - ,
07/2019 to Current
Clinical Financial Analyst II Raytheon Technologies Corp Jacksonville, NC,
  • Through a sound negotiation strategy plan increased budget rate by 55% when the industry standard is 25% to 30% per clinical study trial.
  • Under my management of the A/R cycle most of my clinics saw a significant reduction of their outstanding balance by 80% in 3-month period.
  • Developed payments plan within the budget to guarantee a better cashflow for clinics.
  • Improve the month-end financial report using MS Excel skills to streamline report creation and enhance report integrity.
  • Effectively negotiated budget/CTA in short turnaround time.
  • Acted as a primary point of contact, technical liaison, administrator, and trainer for site’s staff managing our software system (RealTime CTMS).
  • Establish strong working relationship amongst Sponsor’s and clinic’s staff.
  • Became a designate tester for ad-hoc project.
11/2020 to 05/2021
Business Stability Officer Usaa Dover, FL,
  • Played a critical role to launch the program called “Revere Restaurant Recovery Grant Program”. Utilizing my experience in budget negotiation, I was able to make suggestion to a better tailor-suit program that was based on the needs and concerns of small restaurants from the area, that unfortunately, were not necessarily cover fully by the federal aid.
  • Accomplished many advocacy efforts with nearby non-profit organization to bring TA support and most importantly set the foundation for a better communication path between our office and those association. Also, this effort provided to be very useful to make those parties aware of the enormous effort the city is doing now to foster a more engaging and inclusive business environment for our small business.
  • Provided a red-carpet & white-glove customer service to the many stakeholders and by this approach helped to change the perspective many business owners had of the City’s staff.
  • Translated documents and memos from English to Spanish guarantying the original messages were intact, and folks understood the info.
  • Acted as a liaison between local businesses and the regulatory licensing and inspection departments to best communicate COVID-related city requirements and business obligations. Furthermore, assisted business owners to complete their beer & wine license application.
01/2017 to 06/2019
Financial Analyst II Teleperformance Glen Allen, VA,
  • Designed the annual operating budget for all departments within the Community Health Improvement department (25 + programs around $4M).
  • Developed a better system to submit in timely and accurately manner invoices for all contracts and grants.
  • Improved budget to actual variance analysis.
  • Created a better workflow between CHI manager with procurement and payroll process.
  • Monitor all expenses, verifying assignment to the appropriate cost centers and funders.
  • Contributed to preparing monthly financial reports for grants and contracts.
  • Provided support in the projection of monthly, quarterly, and year end revenue and expenses for CHI.
07/2016 to 09/2017
Financial Analyst I Merakey Lebanon, TN,
  • Collaborated with research finance office (RFO) staff and management to review, data-enter and create new cost centers for awards, grants and contracts as they are awarded by sponsored agencies.
  • Jump-started a “work-flow” system to improve the way all documents related to the establishment of a cost center for RFO use, as these documents are audited annually as part of the annual A-133 audit.
  • Processed and post all incoming cash, check, and wires for all the different grants, award, and contracts under RFO.
  • Provided communication updates to different department throughout BIDMC network to ensure proper and timely completion of job functions.
11/2014 to 06/2016
Finance Customer Service Representative Gcp Applied Technologies Orlando, FL,
  • Functioned as primary point of contact to deliver financial information and problem resolution for staff, faculty, and student employees.
  • Managed different type of inquiries regarding various finance programs, services and processes including travel & business expense, procuring goods and services and invoice payments.
  • Utilized PeopleSoft to look up, research and answer financial questions.
  • Responded to questions and resolved issues using the Finance knowledge base system.
  • Maintained accurate record of customer inquiry, actions taken and resolution through CRM tool.
  • Responsible to assign cases, track resolutions and escalations by other staff members.
08/2013 to 10/2014
Billing Specialist Safelite Autoglass Prescott, AZ,
  • Created a better system for manual payment processing, adjustments, and daily bank reconciliation.
  • Successfully decreased a $500K suspense account by $350K through research and payment application.
  • Improved our investigation process and decrease claims discrepancies.
  • Oversee suspended payment processing.
  • Billing and payment research for members.
  • Processed refund requests by members and client.
  • Performed quality control on all mailing notifications.
  • Contact customers in relation to their payment inquiries and gathering support data to ensure claims accuracy.
  • Participated in billing projects and system testing as needed.
03/2013 to 07/2013
Customer Service Representative Gcp Applied Technologies Sacramento, CA,
  • Provide excellent detail and clear explanation to current and prospective customer about our services and product, which are International SIMs card and phone ∙ Assist customers troubleshoot service while abroad, via the telephone, text message, and email.
08/2012 to 04/2013
Service Representative Citizens Financial Group City, STATE,
  • Achieved sales goals of experienced employee during first quarter of tenure ∙ provide an outstanding customer service while performing daily customer transaction, for example, wire transfer, loan payments, credits card payments and check/cash deposit ∙ Promote bank product and services that meet customer needs ∙ Functioned as ambassador in the branch lobby to engage and direct customer to the appropriate department.
01/2012 to 07/2012
Customer Service Representative People's United Bank City, STATE,
  • Answered customer inquiries or transfer the call to the right associate ∙ worked on a team to engage bank with community and promote business.
  • MS Office tools, Financial Management System, PeopleSoft, Salesforce, MA21, MMIS, Google platforms, Meditech, Monday, RealTime & CRIO CTMS

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Resume Overview

School Attended

  • Northeastern University

Job Titles Held:

  • Clinical Financial Analyst II
  • Business Stability Officer
  • Financial Analyst II
  • Financial Analyst I
  • Finance Customer Service Representative
  • Billing Specialist
  • Customer Service Representative
  • Service Representative
  • Customer Service Representative


  • Bachelor of Science

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