Manager, Proposals & Financial Analysis at Cognitive Research Corporation (CRC) (2022-06 – Present)
- Spearhead proposal development and pricing strategies to bolster company revenue objectives in a clinical research context.
- Oversee the entire RFP lifecycle, from initiation through submission, contracting, and change orders.
- Deliver over 23 high-quality proposals annually, while expertly managing competing deadlines and stakeholder inputs.
- Collaborate cross-functionally with Business Development, clinical teams, and department heads to align scope, timelines, and pricing strategies.
- Develop and institute a scalable proposal infrastructure, which includes pricing models, pipeline/backlog forecasting tools, and unit-based budget templates.
- Conceptualize and implement a formal change order process and tracking tool, enhancing visibility and control of out-of-scope work.
- Provide continuous budget negotiation and contracting support for awarded studies.
- Educate project teams on financial processes to ensure precise scope tracking and robust revenue capture.
Finance & Proposal Analyst at Aperio Clinical Outcomes (2020-06 – 2022-04)
- Championed financial strategy and execution for RFPs along with ongoing project financial management.
- Directed the RFP budgeting process, leading cross-functional meetings to outline scope, timelines, and pricing.
- Formulated client-ready budget proposals under tight timelines, achieving high accuracy and competitiveness.
- Partnered with project managers to scrutinize financial health, burn rates, and profitability across studies.
- Administered and executed change orders, ensuring coherence between scope alterations and revenue.
Senior Project Financial Analyst at Syneos Health (2019-08 – 2020-05)
- Provided financial oversight for an oncology portfolio exceeding $100M.
- Facilitated monthly project financial reviews, advising project managers on risks, margins, and corrective actions.
- Managed revenue recognition in accordance with ASC 606 standards.
- Constructed forecasting models and reporting tools to monitor performance against plans.
Senior Financial Analyst at RTI International (2016-06 – 2019-07)
- Directed project budgeting and forecasting across a portfolio exceeding $40M.
- Developed executive-facing financial models and performance reports.
- Collaborated with operations to enhance profitability and mitigate risks.
Finance, Audit & Treasury Leadership at Toshiba Global Commerce Solutions | Dex Media | Lenovo (2005-09 – 2016-06)
- Established a strong foundation in financial controls, forecasting, and operational finance.
- Led audits, treasury operations, and financial risk management across global environments.