Lexi TRAVERS

• Institutional signing official for the Departments of Ophthalmology, Surgery, Orthopedics, Psychiatry, Otolaryngology, Pediatrics, Obstetrics and Gynecology, Anesthesia and the Mother Infant Research Institute.
• Financially managed the clinical research programs in Ophthalmology and Surgery, ensuring adequate clinical research staffing for visit volume and revenue
• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions
• Developed PI initiated clinical research budgets, including FDA filings
• Deployed new Clinical Trial Management System (CTMS) in conjunction with new Electronic Medical Record System (EPIC)
• Collaborated with sponsors and investigators to carry out efficient and fully compliant research trials
• Assisted in recruiting, preparing packages and hiring of new faculty members
• Forecast direct and indirect revenue budgets on a fiscal year/ rolling basis
• Maintained complete and timely financial documentation, conducted internal audits and communicated research finances to executive management
• Reviewed, analyzed and approved financial reports, monitored accounts and generated overall spending and business forecasts
• Analyzed monthly department budgeting and accounting reports to maintain expenditure controls
• Resolved interpersonal conflicts by listening, finding common ground and building relationships
• Managed a team of 6 Research Administrators and Research Project Coordinators

• Reviewed and submitted federal grants as Institutional Signing Official
• Developed Hematology/ Oncology PI initiated clinical study budgets
• Negotiated all clinical trial budgets for the Department of Hematology/ Oncology, a group consisting of over 20 Principal Investigators and ~100 active trials.
• Forecasted current and probable grant funding to provide Tufts Medical Center with details required for financial planning
• Managed over 100 grant, clinical trial, research discretionary and hospital operating accounts within Ophthalmology Department
• Secured funding for additional study team personnel by negotiating robust clinical trial budgets, enabling programmatic growth
• Monitored negotiation timelines and worked with Principal Investigators and study teams to support expedited study initiation and keep everyone apprised of potential roadblocks and contracting or budget negotiation issues
• Improved and streamlined clinical trial budgeting and billing process for Ophthalmology by creating and maintaining a departmental chargemaster
• Educated faculty and administrative staff in new policies, regulations, and changes in sponsor requirements
• Provided comprehensive guidance and direction to Principal Investigators regarding departmental and research operations
• Processed monthly research physician billing and effort reporting for designated Departments
• Responsible for all post award management
• Resolved any research activity deficits monthly

Recruited and trained new research administrators (2 direct reports)

• Formulated budgets for complex, PI initiated, multi-arm studies
• Participated in Neely Center's Protocol Review and Monitoring Committee, responsible for determining financial impact of each study opening
• Reviewed grants prepared by junior staff
• Managed 400K research operating budget for Hematology/ Oncology
• Established and administered annual Neely Center operating budget
• Handled complex Hematology/ Oncology patient billing for Neely Center in a timely and organized manner to ensure payment from sponsor and insurance
• Determined appropriate and financially sustainable staffing levels for Neely Center
• Assisted with faculty recruitments including: package development, relocation and laboratory setup
• Coordinated absorption of Molecular Oncology Research Institute into Hematology/ Oncology Division, including 7 lab relocations to Tupper Building.
• Enhanced research efficiency by streamlining administrative processes and implementing new project management tools.

• Negotiated clinical trial budgets independently
• Prepared concise financial reports and projections for faculty
• Met with Principal Investigators and Division Chiefs independently to review fiscal state of research programs and overall Divisional support
• Invoiced and audited over 100 accounts in Tufts Cancer Center (Neely Center)
• Processed monthly Coordinator and PI salary transfers from clinical trial activities
• Setup clinical trial sites and provided ongoing management for P50 grant
• Reconciled over 60 accounts monthly to ensure accuracy and appropriateness of expenses.

• Facilitated grant submissions by preparing budgets, ensuring compliance, compiling applications, and overseeing transmittal of proposals
• Assisted with clinical trial budget negotiations
• Carried out day-to-day duties including: ordering supplies and approving orders, time cards and stipends
• Updated tracking spreadsheets using Microsoft Excel for monthly reporting
• Maintained accurate and up to date Other Support and Biosketches for all faculty members
• Responsible for post-award management of active grants and subcontracts
• Reconciled over 25 accounts monthly to ensure accuracy and appropriateness of expenses.