Full-Time

Investigator Grants Associate II

Posted on 11/12/2024

PFM

PFM

501-1,000 employees

Financial services for asset management and advisory

Consulting
Financial Services

Junior, Mid

Remote in Canada

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Excel/Numbers/Sheets
Requirements
  • 4-year degree or local country equivalent
  • 2-year Clinical Research Experience
  • Prior Accounts Payable experience in global payments.
  • Strong analytical skills
  • Excellent time management skills
  • Ability to drive and meet critical deadlines
  • Analyze, reconcile, and communicate financial results with all levels of project team, both internal and at the investigative sites
  • Strong proficiency in Microsoft Excel
  • Excellent communication skills, both verbal and written
  • Extremely detail oriented and process driven
Responsibilities
  • Serve as a financial member of the Project Team with the goal to contribute towards timely, efficient, and accurate preparation and tracking of site payments
  • Review the financial section of the Clinical Trial Agreement (CTA) to prepare the tracking workbook for site payments on a project-by-project and site-by-site basis
  • Responsible for maintaining the advance balance tracking on a project-by-project basis to ensure that sufficient prepaid funds are on-hand to make site payments
  • Work with the respective Project Directors and Project Managers to provide guidance on how to populate the site payment workbook to ensure visits eligible for payment are tracked and processed
  • Ensure that the investigator site payment workbook is financially calculating all fields correctly to facilitate accurate site payments
  • Prepare the site payment package for the Project Director/Project Manager review and approval
  • Communicate approved payments based upon the terms and conditions of the CTA within the Finance Department and this step will facilitate entry into the financial systems and payment processing
  • Preparation of Aggregate Spend (Sunshine Act) Medicare/Medicaid (MMSE) reporting as applicable
  • Preparation of site payment reconciliations
  • Maintenance of the investigator grant dedicated mailbox
  • Ad hoc financial tasks and duties as assigned by the Senior Manager, Global Investigator Grants
  • Provides support to the Project Team by managing the Investigator Grants pass through budget
  • Ability to collect data pertaining to patient activity at each site in the workbook use this data to: Create accurate client accrual, Pay sites based on Fully Executed Clinical Trial Agreement, Project costs to monitor overall budget health, Ability to communicate with sites and clients via email to resolve inquiries.

PFM provides a variety of financial services, focusing on asset management, financial advisory, and consulting. The firm helps clients, including governments, educational institutions, healthcare organizations, and non-profits, plan for their financial futures through services like investment advice, financial planning, and retirement planning. PFM operates mainly in the public finance sector, offering tailored financial solutions that cater to the specific needs of its diverse clientele. This includes specialized teams for transportation finance and economic consulting, which assist clients in developing effective financial strategies and planning for economic development. PFM also offers ESG solutions for clients interested in sustainable investments. What sets PFM apart from its competitors is its deep industry expertise and a strong commitment to understanding the unique challenges faced by its clients, making it a trusted partner in the public finance sector.

Company Stage

Acquired

Total Funding

N/A

Headquarters

Philadelphia, Pennsylvania

Founded

1975

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG solutions aligns with PFM's sustainable investment offerings.
  • Digital transformation in public finance offers PFM opportunities to integrate advanced technologies.
  • Expansion of public-private partnerships in infrastructure projects benefits PFM's transportation finance.

What critics are saying

  • Increased competition from AI-driven financial advisory services challenges PFM's traditional model.
  • PFM's acquisition by U.S. Bancorp may lead to strategic misalignments and conflicts.
  • Technological risks from AI-powered drive-thru systems could affect PFM's client satisfaction.

What makes PFM unique

  • PFM specializes in public finance, serving diverse clients like governments and nonprofits.
  • PFM offers tailored financial solutions, including ESG and transportation finance expertise.
  • PFM's client-focused approach ensures customized financial strategies for unique client needs.

Help us improve and share your feedback! Did you find this helpful?

INACTIVE