Ensure TMF completeness and accuracy based on client SOPs and regulatory requirements
Maintain study level TMFs including planning and setup, QC Reviews, based analysis and vendor oversight
Conduct content review of a variety of documents while maintaining consistency and attention to detail
Prioritize work accordingly to meet departmental needs and work towards and meet deadlines with moderate supervision
Generate metrics for department and study team usage supporting TMF completeness, accuracy and quality
Participate in inspection readiness reviews and preparation activities
Provide training as applicable to TMF stakeholders
Participate in the onboarding of new staff
Participate in straightforward projects that may require cross-functional collaboration or involve coordinating system updates
TMF Lead II
Syneos Health
04.2021 - 10.2023
Provides oversight of all electronic Trial Master File (TMF) management activities for assigned projects from award to final transfer
Drives and oversees successful completion of all TMF scoped deliverables including TMF Plan development, TMF set-up, monitoring document submissions/publishing and processing, oversight and coordination of Quality Control processes, and internal and external audit representation
Involved in monthly project reviews evaluating operational and financial key performance indicators
Attends meetings as TMF Subject Matter Expert and successfully communicates and presents TMF status updates and seeks relevant information to drive the execution/delivery of the TMF
Collaborates with the Project Lead and Functional Leads to ensure TMF documentation is submitted/published in a timely manner and with high quality in order to maintain the TMF in an audit-ready state
Follows up on non-compliance
Attends internal project team and sponsor teleconferences and face-to-face meetings as TMF SME as applicable to the project
Designs and delivers study specific TMF training in various formats via teleconference, video conference, or in person
Generates and provides metric reports to the project teams
Participates in project-specific audits/inspections to ensure ongoing readiness of the TMF
Senior Project Specialist
Syneos Health
09.2020 - 04.2021
Set-up, maintain and close out project files and study information ((e.g., KPIs, regulatory documents, Trial Master File (TMF), enrollment, Adverse Events (AEs)/Serious Adverse Events (SAEs), protocol deviations, site supplies, Institutional Review Board re-approvals, data queries) on a variety of databases and systems
May lead internal meetings as directed by the PL Prepares and distributes meeting minutes and action items for internal meetings (sponsor, trusted process, functional, investigator meetings)
Follows up with team members on action items to closure
Records the status of Key Performance Indicators (KPIs) in assigned systems, with input and oversight from the assigned PL
Ensure all study documents are archived based on the appropriate guidelines and policy
May serve as project representative for internal and external audits
Provide support for quality assurance activities, including preparation for audits and internal review, preparing documentation and follow through to resolution actionable issues
May mentor and train Project Specialists
Project Coordinator
Syneos Health (formerly INC Research/inVentiv Health Clinical)
06.2016 - 09.2020
Set-up, maintain and/or close out project files and study information ((e.g., regulatory documents, Trial Master File (TMF), enrollment, site supplies, Institutional Review Board re-approvals, data queries) on a variety of databases and systems
Attends, participates, prepares and distributes meeting minutes and action items for both internal meetings (sponsor, trusted process, functional, investigator meetings)
Follows up with team members on action items to closure
Keeps Project Leadership and Clinical Research Associates (CRAs) fully appraised of sites and study status
May contact site staff as needed for critical information
Provide administrative support to Project Leads and functional leads
Provide support for quality assurance activities, including preparation for audits and internal review, prepare documentation and follow through to resolution on actionable issues
Accounts Receivable Coordinator
inVentiv Health Clinical
06.2013 - 06.2016
Prepare and process invoicing of service fees, grants and pass-through costs for high volume projects weekly, bi-weekly and monthly
Compile and generate summaries of expenses and detail backup for projects
Communicate and collaborate with Project Managers and Project Financial Analysts to secure approvals for invoicing of expenses
Reconciliation of client files within Peoplesoft
Correspond with clients and respond to inquiries
Prepare billing forecasting for entire global company on a weekly basis
Prepare and gather final billing numbers for entire global company monthly
Process journal entries to move expenses the US based company to UK based company to process
Correspond with Credit and Collections on issues of invoices and help correct the issues with Peoplesoft and resubmit invoices to clients
Run weekly billing pull-in process
Update client list as needed for distribution within company
Conduct various audits between payroll, accounts receivable, accounts payable and billing systems
Maintain audit of rates and Management Fees for clients and assist with contract compliance audits
Participate in annual audit process
Maintain accurate billing records and assists with problem accounts utilizing an issue log
Generated Credit/Rebill and Unbilled AR Reports
Billing Coordinator
Drinker Biddle & Reath LLP
12.2013 - 03.2013
Coordinate distribution of time and expenses for matters to attorneys
Edit and generate invoices for attorneys per guidelines set with each client
Submitted invoices through electronics billings systems
Managed Trust Account information
File and maintain invoices after they were sent to clients
Maintained and distributed petty cash to the office
Accounts Payable Coordinator
Verizon Global Solutions, Inc.
01.2000 - 11.2003
Entered and approved expenses for company globally
Maintain ledger of Value Added Tax (VAT) for several countries to recoup those expenses
Timeline
Site Management Associate II
ICON plc
11.2023 - 12.2024
TMF Lead II
Syneos Health
04.2021 - 10.2023
Senior Project Specialist
Syneos Health
09.2020 - 04.2021
Project Coordinator
Syneos Health (formerly INC Research/inVentiv Health Clinical)