Full-Time

Investigator Grants Associate II

Confirmed live in the last 24 hours

PFM

PFM

501-1,000 employees

Financial services for asset management and advisory

Government & Public Sector
Social Impact
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, and non-profits, plan for their financial futures through services like investment advice and retirement planning. PFM tailors its solutions to meet the specific needs of its clients, which allows them to effectively manage assets and navigate complex financial situations. Unlike many competitors, PFM has a strong emphasis on public finance and offers specialized teams for areas such as transportation finance and economic consulting. The company's goal is to deliver customized financial strategies that address the unique challenges faced by their diverse clientele, while also providing ESG solutions for sustainable investments.

Company Stage

Acquired

Total Funding

N/A

Headquarters

Philadelphia, Pennsylvania

Founded

1975

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • PFM's national recognition and expertise in public finance make it a trusted partner for clients seeking specialized financial advice.
  • The recent acquisition by U.S. Bancorp Asset Management could provide additional resources and growth opportunities for PFM.
  • Partnerships like the one with Sodaclick for AI-powered ordering systems demonstrate PFM's commitment to innovation and expanding its service offerings.

What critics are saying

  • The integration with U.S. Bancorp Asset Management may pose challenges in aligning corporate cultures and operational processes.
  • The competitive landscape in financial services requires PFM to continuously innovate to maintain its market position.

What makes PFM unique

  • PFM's specialization in public finance sets it apart from competitors who may not have the same depth of expertise in this sector.
  • The company's comprehensive service offerings, including ESG solutions and specialized transportation finance, provide a unique value proposition.
  • PFM's client-focused approach and tailored financial solutions ensure that they meet the specific needs of diverse clients, from local governments to non-profits.

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