Years of professional experience
JOSEPH HALSTEAD
Holly Springs,United States
Summary
Dynamic professional with a strong focus on contract management and negotiation, possessing extensive expertise in risk assessment, regulatory compliance, and vendor relations. Recognized for delivering impactful results through effective collaboration and adaptability to evolving business needs. A reputation for reliability and strong communication skills complements a sharp analytical mindset, ensuring strategic decision-making and successful project outcomes. Committed to driving organizational success through innovative solutions and proactive engagement.
Overview
12
12
5
5
Certifications
Work History
Contract Documentation Specialist III
Abbvie Inc.
02.2025 - Current
- Utilize Conga, Clin2Pay, and GrantPlan, to manage and upload Clinical Trial Agreements (CTAs) and associated budgets with Study Related Sites, ensuring efficiency, accuracy, and compliance with protocol requirements and regulatory standards.
- Manage precise Clinical Trial budgets based on protocol schedule of events, ensuring all line items reflect study operational needs, while maintaining adherence to regulatory and the financial negotiations.
- Upload, track, and document contracts and budgets in Conga and Clin2Pay, maintaining a seamless and auditable record for internal and site review.
- Design and implement Excel templates to streamline budget entry, validation, and upload workflows, significantly improving efficiency and reducing error rates.
- Serve as a central liaison between AbbVie, Study Related Sites, and internal clinical operations teams, ensuring all contracts and budgets meet deadlines, financial needs, and completion of study operations to conduct reconciliations.
- Maintain records and verify contractual and financial documentation to support internal amendment schedules and changes, payment invoices, and audits.
- Collaborate with legal, finance, and clinical operations teams within AbbVie to resolve complex contract or budget issues and ensure alignment with strategic objectives.
Budget and Contract Specialist
Novotech
09.2024 - 02.2025
- Utilize Fusion, GrantPlan, Veeva Vault, and CTMS (SaaS) for accurate financial reporting and workflow streamlining.
- Managed and monitored financial tracking of study budgets, ensuring accurate estimation and allocation for task order budgets based on specific requirements for both Sponsor and Site.
- Collaborated and negotiated with sponsors and sites, to create a thorough, accurate, and precise Clinical Trial Agreement (CTA/Contract) based on the needs of the parties, legal understanding, and contextual references that need to align with the study protocol, from beginning to fully execution.
- Ensured the budget and the Schedule of Events (Budget table) matched and were accurate based on the timetable that the visits for the study are to occur.
- Practiced low to mid fair market values, leveraging GrantPlan to optimize budget allocations and minimize excess costs while ensuring alignment with sponsor expectations, and site needs for equitable compensation.
- Understand and utilized the different types of contract agreements based on the situational purposes, such as the standard Clinical Trial Agreement (CTA), Master Clinical Trial Agreement (MCTA), Statement Of Work (SOW), Accelerated Clinical Trial Agreement (ACTA), Letter Of Indemnification (LOI), and Letter of Authorization (LOA), and more.
- Foster strong partnerships with Sponsors and Sites, facilitating transparent communication and alignment on budget expectations and contract building.
Budget and Payment Specialist II
Syneos Health
06.2021 - 09.2024
- Utilize Apigen, Oracle, and CTMS - Medidata (SaaS) for accurate financial reporting and workflow streamlining.
- Managed and monitored financial tracking of accounts, ensuring accurate estimation and allocation for task order budgets based on specific requirements.
- Demonstrated a thorough understanding of the interrelationships between financial management requirements and contractual obligations, ensuring seamless integration and compliance.
- Entered in and managed budgets from 77 different assigned sites, successfully handling a workload of 55% larger than the industry standard.
- Optimized self-created budget templates, reducing project timelines/deadlines by weeks or even months, depending on duration of the study.
- Mentored team members in advanced skills, leading to enhanced team performance and sustained manager satisfaction consistently.
- Streamlined contract negotiation processes, achieving a reduction in negotiation time and enhancing project start timelines.
- Collaborates with accounts receivable and project management to ensure advance funding is received from sponsors on a timely basis for global project needs and deposits that are available before site payments are processed.
- Managed and processed payment transactions, ensuring accuracy and compliance with site invoices, making sure invoices were completed on time, and within site and company requirements.
- Collaborate with cross-functional teams to ensure payment processes, working closely with PM's, Budgets, and QC teams.
- Utilized advanced financial software such as Oracle and CTMS, to monitor payment statuses and generate and monitor payment schedules, maintaining accurate financial records for ongoing studies.
- Drafting detailed reports for management review, using the ECP report (Event Cost and Payee) to ensure accuracy and accountability for every invoice.
- Trained junior staff on budget management tools, enhancing team efficiency and securing consistent project cost savings.
Online Market Budget Manager
Fiverr
03.2020 - 08.2022
- Managed and optimized marketing budgets for various online campaigns and freelancers.
- Conducted thorough market analysis to identify variants of resource use and products, to increase ROI.
- Developed and implemented budget plans/forecasting tailored to clients' specific needs and goals, ensuring efficient resource allocation.
- Creating effective, easy to use, and appealing graphs (Line and Bar Graphs) on Microsoft Excel such as monthly net-profits and Time vs Earnings, that's according to prior transactions.
- Kept steady communications with several different clients, using multiple different platforms.
- Successfully managed multiple projects simultaneously, maintaining high levels of client satisfaction and meeting tight client requested deadlines.
- Provided expert advice on cost-effective marketing tactics, contributing to overall business growth and profitability for clients, such as: The use of email marketing campaigns, Encouraging customers to share the store link to earn sale opportunities (Increase Traffic), and Proposed influencer marketing on platforms such as TikTok and Instagram.
- Created detailed, user-friendly financial reports, enhancing transparency and client trust in budget management.
Education
Associates -
Wake Technical College
Raleigh, NCSkills
- Budget Management
- Communication
- Quality Control
- Technology Knowledge
- Sales Knowledge
- Process Improvements
- Data Analysis
- Client engagements
- Problem Solving
Certification
- BDCP: Biopharmaceutical Development Certified Professional at Wake Technical College
- BRC: Biopharmaceutical Regulations Certificate at Wake Technical College
- BMQ: Biopharmaceutical Manufacturing and Quality Certificate at Wake Technical College
- ABC: Applied Biotechnology Certificate at Wake Technical College
- ABPC: Advanced Biopharmaceutical Practices Certificate at Wake Technical College
LANGUAGES
English
Timeline
Contract Documentation Specialist III
Abbvie Inc.
02.2025 - Current
Budget and Contract Specialist
Novotech
09.2024 - 02.2025
Budget and Payment Specialist II
Syneos Health
06.2021 - 09.2024
Online Market Budget Manager
Fiverr
03.2020 - 08.2022
Associates -
Wake Technical College