Global contracts professional with demonstrated success in sourcing, contract administration, procurement, budget negotiation and vendor management. Experienced in writing and editing documents in a broad range of therapeutic areas including pain management, medical devices, neurology, dermatology, gastroenterology, and oncology.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Clinical Trial Manager
Infinite Clinical Trials
07.2023 - Current
Develop strong vendor and site relationships and ensures continuity of relationships through all phases of the trial
Obtain and maintains in-depth understanding of the study protocol and related procedures in order to contribute strongly to study team knowledge by sharing best practices, making recommendation for continuous improvement and providing training as appropriate/required
Coordinate & manage various tasks in collaboration with other sponsor roles to achieve site readiness, such as study materials and approval for drug shipping/receipt according to procedure
Work with vendors to revise scope of service agreements, budgets, plans and detailed timelines, and ensure that performance expectations are met
Support financial management of the study which includes review and approval of the site and vendor invoices
Support audit/inspection activities as needed
Maintain clinical trial registry entry/updates, as required
Work directly with TMF Content Owners to identify issues, perform completeness checks, and upload documents to the eTMF
Review and classify documents collected from internal and external sources
Perform data entry and reconciliation in various clinical systems and tracking tools
Manage paper document filing process for wet-signed documents including QC review and paper/electronic filing
Participate in audit, inspection readiness preparation and inspection activities as needed
Senior Clinical Contracts and Budgets Associates (Contractor)
Amgen, Inc.
08.2022 - 06.2023
Manage the day-to-day activities of multiple areas in complex clinical contracts and finance processes
Demonstrate strong understanding of regulatory and legal issues pertinent to the clinical development
Provide input to strategy for and supports the implantation of Site Contracts strategy and the activities necessary for the development and execution of site contract for Amgen studies
Focuses on site contracting, fair market value (FMV) compliance of site contracts, and financial accountability as it relates to FSP management
Lead the escalations related to the site contracting and budget negotiations in terms of risk management, leading issue resolution at the operational and senior executive levels
Train staff in contract budgeting, development, and administration
Develop appropriate job aides and tracking tools
Manage contract activities for multiple clinical development programs, ensuring that there is adequate staff with the skills to complete contracts accurately, consistently, and in a timely manner
Demonstrate a basic understanding of the regulatory implications of contracts as related to clinical research – Good Clinical Practices (GCPs)
Utilize prior experience in the development of, or reporting on, portfolio level Key Performance Indicators, and subsequently uses these to drive performance goals and improvements, as necessary
Deliver with optimal collaboration, accountability, and integrity to business partners
Show clear ability to apply critical thinking, strategy development, and vision towards the growth of the vendor relationship management program, while also overseeing the day-to-day execution in a high volume, fast paced environment
Participate in establishing departmental and cross-functional policies and procedures
Translate the usage of industry best practices to the overall program, utilizing external sources such as benchmarking, data, and processes to continually provide input and drive improvements linked to an overall strategy
Senior Contract Analyst (Contractor)
AbbVie Inc.
09.2021 - 08.2022
Oversee negotiation of CSA contracts, and Investigator Initiated Study Agreements and budgets with clinical research sites (including doctor’s offices, academic institutions and hospitals within the United States and Puerto Rico)
Work under the guidance of Global Site Contracting and Contract Operations to draft and negotiate a limited number of agreement types, such as clinical study agreements and/or Investigator Initiated Study Agreements by the manager
Assist in drafting and negotiating agreements that support Global Site Contracting and Contract Operations activities on time and within required budget parameters
Economically and efficiently purchase services for R&D and GMA in compliance with Clinical Contracting and Purchasing Policies
Perform contract support tasks such as SRM and contract execution and/or tracking activities in support of Clinical Contracting team members
Responsible for identification and resolution of contract issues while working closely with therapeutic/functional areas, legal, OEC and suppliers
Develop and maintain necessary contracting documentation according to departmental policies and procedures
Provides contract status updates to therapeutic/functional areas and Global Site Contracting and Contract Operations contract management team
Promote company as the partner of choice in all external communications and dealings to build the brand
Senior Contracts Analyst (CRO Contractor)
Peachtree BioResearch Solutions, Inc.
01.2022 - 07.2022
Assist in the development of investigator grant budgets according to protocol specifications
Negotiate clinical study budgets and clinical trial agreements (CTAs) with investigators or designated site personnel
Perform Coverage Analysis (CA) to ensure correct billing and maintain institution compliance standard
Maintain a tracking system of all clinical study agreements, issues and communications with internal and external sources regarding contract and budget status
Participate in clinical study team meetings, kick-off meetings, bid defense meetings and departmental/company meetings
Develop relationships with Investigator Sites to facilitate effective communication and achieve favorable terms
Provide input into contract template development
Assist with the negotiation and finalization of other contract types as may be assigned, including but not limited to confidentiality agreements (CDAs) and vendor agreements
Site Contract Analyst and Outsourcing (CRO Contractor)
Assist team members in the management of the outsourcing, vendor selection and clinical contracts process
Negotiate and maintain clinical development contracts, including CDAs, MSAs, Clinical Trial Agreements, Work Orders, Consultant Agreements and specialty vendor contracts
As required, oversee CRO or Functional Service Provider in the development of clinical site budgets and partner with clinical operations to ensure budgets are in line with study protocols
Oversee CRO and Functional Service Provider activities in regards to site CDA’s and site contracts
Negotiate clinical trial agreement language and budgets with sites using pre-defined negotiating parameters
Ensure that site contracts are mutually beneficial contractual agreements for both sites and Sponsor
Serve as primary site contracts lead person for studies
Prepare and document process flows for each study; follows processes that may differ across studies
Collaborate with other departments involved in study start-up activities to ensure timely initiation of sites
Maintain and track communications with sites and internal staff
Assist supervisor with managing and maintaining contract templates
Perform other duties as assigned
Budget & Contract Manager
Infinite Clinical Trials
12.2020 - 06.2021
Manage all negotiation and finalization of all CTAs and service contracts with Legal Department, study team, Sponsors, and PI
Managing the execution and/or amendment (including signatories) of contracts within both site and sponsor/CRO, investigators and third-party fiscal agents if applicable
Reviewing study budgets and costs pertaining to contract negotiation
Representation of the Company in relations with clinical sites, investigators, other parties and project-related vendors, as applicable
Performing legal translation and/or proofreading of contracts with study team and investigators
Develop, monitor, track and process new and amended investigator/site contracts and other project-related contracts
Review contracts and other documents for completeness and accuracy
Maintain and update hard-copy and electronic contract files
CTMS & Data entry, maintenance and regular update as assigned
Clinical Financial Analyst
Blue Theory Clinical Trials (BTC Network)
02.2019 - 11.2020
Review of clinical trial protocols and develop internal budgets for presentation to principal investigators and CROs
Manage pertinent Study information in Protocol module in CTMS application (Oncore, RealTime, & Medrio)
Code each procedure per applicable CPT/HCPCS coding guidelines for FMV evaluation and revision
Review Schedule of Assessments (SOA) activities to be performed during trial execution with the sites for roadmap and calendar of tests, measurements, and evaluations
Perform accuracy review of contractual documents on a highly time-sensitive basis and coordinate clinical study billing application on a monthly basis
Consistently maintain general knowledge of protocols and prepare amendments of budget and/or contracts as required by sponsors or as requested by principal investigators
Build study templates in Clinical Trials Management System (Oncore, RealTime, & Medrio) and Multi-Site Portal with consistent oversight
Complete monthly Product Line Assessments with each client and participate in special projects as requested
Negotiate Master Service Agreements, amend budgets, payment schedules and other documents of contractual agreement specification
Successfully manage $7M-10M in yearly receivables from sites
Manage all aspects of clinical invoice processing and payments
Relationship Manager
Bank of America
06.2018 - 02.2019
Responsible for growing a client portfolio that focuses mainly on Loans, FX, Derivatives, and Cash Management
Manage client relationship through providing financial solutions to both individual clients and small businesses
Focus on deepening customer relationships through the power of every connection and exceeding quarterly sales goals
Create and maintain a pipeline of business banking sales opportunities/relationships through multiple prospecting/business development techniques
Coach and develop team of personal bankers in execution of key plays while role modeling on a daily basis
Consistently drive individual and team success through data/reports analysis, while deliver value added experience to clients
Effectively monitor and manage risk through Code of Ethics and Compliance adherence while also leverage available tools and knowledge
Engaging in weekly proactive planning sessions for client engagement activities while promoting responsible growth culture
Quality Control Supervisor
Harvard University / Securitas USA, Inc.
02.2011 - 06.2018
Supervise and coordinate activities of all personnel engaged in daily security operation
Ensure adherence to Harvard University quality standards and client specifications
Interface on problem resolution, corrective action implementation, including employee training
Engage in and/or arrange for all security personnel for necessary certification
Assist in consistently promoting students focused environment through leadership and example
Conduct regulatory inspections/investigations and supports criminal investigations related to alleged or suspected security violations
Provide overt and covert presence, including at high visibility activities, to detect and reduce identified security threats/vulnerabilities
Assist in formulating recommended or alternative courses of action pursuit by regulated parties in order to satisfy security requirements
Field Underwriter / Sales Representative
Combined Insurance
06.2009 - 10.2011
Identify prospective customers using established lead methods
Conduct information-gathering meetings with clients
Analyze client needs and presenting potential solutions
Sell life and other insurance products to individuals within assigned territory using consultative selling techniques
Advise policyholders on matters of protection and coverage
Participate in various incentive programs and contests designed to support achievement of production goals
Develop and implementing personal business and marketing plans
Meet goals for volume of quality new business quoted and written within company guidelines
Security Account Manager
Securitas USA, Inc.
02.2002 - 06.2009
Oversee all aspects of building operations, which include a five-hundred-room hotel, six hundred thousand square foot office building, thirty thousand square foot of retail, and a loading dock
Manage and monitor daily performance of 13 associates
Perform activity valuation analysis and prepare monthly activity reports with narrative summaries to property and facility management
Meet all contractual scheduled hours with a minimum of unbilled overtime
Coordinate and/or conduct sites-specific OJT, client-specific training, and quarterly refresher training for security personnel, as well as meet the company’s corporate training standards
Oversee log entry system and administer the development of more effective programs
Participate as member of the Company OSHA’s Safety Committee
Maintain exemplary productivity, quality, and attendance standards
Education
Master of Science - Accounting
Regis University
Denver, CO
Bachelor of Art - Business Management
Eastern Nazarene College
Quincy, MA
07.2007
Associate of Art - Criminal Justice
Bay State College
Boston, MA
05.2004
Skills
Realtime CTMS experience
Apttis study management application experience
Agiloft contract management software experience
Resource planning applications
Data Management
GCP Knowledge
Clinical Data Management
Certification
Insurance/Producer licensed
Massachusetts State Public Notary Commissioned
Timeline
Clinical Trial Manager
Infinite Clinical Trials
07.2023 - Current
Senior Clinical Contracts and Budgets Associates (Contractor)
Amgen, Inc.
08.2022 - 06.2023
Senior Contracts Analyst (CRO Contractor)
Peachtree BioResearch Solutions, Inc.
01.2022 - 07.2022
Senior Contract Analyst (Contractor)
AbbVie Inc.
09.2021 - 08.2022
Site Contract Analyst and Outsourcing (CRO Contractor)
IQVIA Biotech
06.2021 - 10.2021
Budget & Contract Manager
Infinite Clinical Trials
12.2020 - 06.2021
Clinical Financial Analyst
Blue Theory Clinical Trials (BTC Network)
02.2019 - 11.2020
Relationship Manager
Bank of America
06.2018 - 02.2019
Quality Control Supervisor
Harvard University / Securitas USA, Inc.
02.2011 - 06.2018
Field Underwriter / Sales Representative
Combined Insurance
06.2009 - 10.2011
Security Account Manager
Securitas USA, Inc.
02.2002 - 06.2009
Insurance/Producer licensed
Massachusetts State Public Notary Commissioned
Master of Science - Accounting
Regis University
Bachelor of Art - Business Management
Eastern Nazarene College
Associate of Art - Criminal Justice
Bay State College
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