The Financial Analyst II independently performs a variety of financial tasks in the areas of clinical trials and research. General activities include collecting, analyzing, and preparing financial data as well as maintaining fee for service data (invoicing) to support the Manager, Program Operations. Positive and continuous interaction and communication with the multidisciplinary team of clinicians/ researchers is essential to the position.

1. Responsible for coordinating finance related tasks to support the daily operations of the department.
a. Coordinates financials and other operational metrics as defined by program leadership across multiple programs.
b. Coordinates, facilitates, and reconciles all system entries, both internal with the Kennedy Krieger Institute Finance Department and external related sponsored systems.
2. Prepares monthly analysis of budget to actual revenue and expense for the department. Meets with Manager of Medical Program Operations, Financial Manager, and Program Directors monthly to review results and make recommendations. Participates in quarterly meetings with Operations Manager, Financial Manager, and Directors to review quarterly results.
a. Develops multiple operational scenarios at the direction and request of the Manager and Director.
b. Tracks and trends other operational metrics including Visits, Number of Trials, No Show Rate, etc.
3. Monitors clinical trials to ensure all financial contractual requirements are met, invoices/reports are sent, and all statements and payments are received. This includes the creation and development of invoice templates and coordination amongst departments. Makes recommendations for proper adjustments to Operations Manager and Finance Manager and facilitates system adjustments (journal entries) with the Department of Finance.
4. Prepares monthly report for individual Investigators to monitor research activity as it relates to finances and communicates the content to the Investigators.
a. This includes but is not limited to forecasting activities by each study and by Investigator.
5. Responsible for processing departmental invoices and purchase orders and working with Procureit to update vendors as needed.
6. Manages monthly time-and-effort reports related to salary allocations. Facilitates system entries as necessary to reallocate effort at the direction of program leadership.
7. Assist the Operations Manager, Finance Manager, and Director with special projects as needed.

EDUCATION:
• Bachelor’s Degree or equivalent required.
• Additional relevant experience may be substituted for the educational requirement.

EXPERIENCE:
• Three (3) years of related experience required.
• Experience managing grants and/or knowledge of contracting processes preferred.
• Experience planning, implementing, and updating accounting systems preferred.
• Experience using QuickBooks preferred.
• Must be proficient with MS Office Suite Applications, including Excel, Access, and other related software.