William Montano

I am an experienced professional in the clinical research industry, contributing to the growth of a multi-site, multi-phase clinical research company. My background spans Phase I-IV clinical studies across diverse therapeutic areas, including vaccines, neurology, dermatology, psychiatry, and general medicine. I am seeking a full-time opportunity to continue my professional growth.

My responsibilities include managing revenue recognition, billing, and collections for a portion of the site network. I report directly to the controller, ensuring the implementation and maintenance of an audit-compliant system of internal controls and processes to safeguard company assets. Additionally, I ensure all financial reporting is prepared promptly and in accordance with US GAAP standards.

Senior Revenue & Project Specialist, Clinical Research - Eximia Research Network, LLC - Remote, San Diego, CA

(2024-06)

• Support revenue recognition systems (Clinical Conductor Suite/Enterprise) and processes by identifying automation opportunities and ensuring data accuracy and consistency across various platforms.
• Collaborate with finance, operations, and budgets/contracts teams to implement scalable best practices and establish revenue-based performance metrics for ongoing reporting.
• Prepare and issue invoices, facilitate timely collections from sponsors/CROs, and work to reduce Days Sales Outstanding for the company.
• Perform comprehensive study closeout reconciliations across both Clinical Trial Management Systems (CTMS) and financial ERP systems.
• Provide support during month-end close, assist with bank and management reporting, and contribute to the annual financial audit while adhering to established timelines.
• Ensure timely and accurate application of cash at the item level for all payments received.
• Handle various aspects of general ledger accounting, including the preparation and processing of journal entries and account reconciliations, while ensuring compliance with GAAP principles.
• Actively participate in special projects focused on improving business processes and efficiencies.

Sr. Revenue Accountant - Wake Research, LLC - Remote, San Diego, CA

(2021-12 - 2024-01)

• Review and maintain all clinical agreements, including contracts with Contract Research Organizations (CROs), protocols, investigator clinical trial agreements, and technology platforms.
• Analyze accruals related to clinical trial programs, ensuring detailed support for all transactions.
• Review invoices for payments against contracts and work performed, and ensure purchase orders are complete and budgets are adhered to.
• Perform month-end close responsibilities and conduct account reconciliations.
• Support internal and external auditors during control testing and financial audits.
• Participate in the implementation and maintenance of CTMS systems and Sponsor/CRO portal platforms, contributing to process improvements.
• Assist the Assistant Controller and Controller with other duties and special projects, including auditing accruals for the acquisition of a Women's Health Clinical Research Site in San Diego, CA.

Sr. Site Payments Analyst | Investigator Payment Administration - Quintiles IMS / IQVIA - San Diego, CA

(2014-06 - 2020-10)

• Served as a tenured cross-functional team member supporting payment-related inquiries received via the Freshdesk ticketing system from internal project teams and external sites.
• Provided high-level customer service, assisting with inquiry resolution involving vendor setup, CTMS, payee, budget, and payment issues, influencing others to ensure effective resolution.
• Reviewed Clinical Trial Agreements, amendments, and notification letters for discrepancies.
• Represented IPA globally in communications with external sites and internal global/regional project teams.
• Reviewed, analyzed, and acted on metrics to ensure payment system setup was accurate and payments were made efficiently to avoid site escalation.
• Reviewed processes and recommended improvements to the payment process.
• Selected to serve on the Department Audit Committee (January 2013 – August 2018).
• Participated in the Guest Audit Program (2017), assisting the Internal Audit team in testing sample transactions related to ad-hoc payments for the Asia-Pacific payment group.

Payment Contract Analyst - Medtronic

Master of Business Administration - Accounting - Keller Graduate School of Management (2018)

CPA Exam Review - Auditing (2013)

Bachelor of Science - Accounting - DeVry University (2012)