Experienced operations leader with 15+ years of success in optimizing processes and driving efficiency within complex organizational structures. Skilled in managing large-scale projects, leading cross-functional teams, and implementing innovative solutions to enhance operational effectiveness.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Freelance Consultant
Independent / Contractor
12.2023 - Current
Operations and administrative management support inclusive of production, quality control, and financial and data management projects for small businesses within varied industries across the SF Bay Area.
Director/Manager, Clinical Research Office
Sutter Health, Office of the Chief Research and Health Equity Officer
Sacramento, CA
06.2015 - 01.2023
Designed and Established Central Office:Played a key role in designing and establishing a new central research office, optimizing job roles and talent to foster collaboration, improve workflow efficiency, and enhance operational effectiveness throughout Sutter Health's operations in Northern California.
Built and Managed High-Performing Remote Teams: Recruited, trained, and led a team of 15+ new and veteran clinical research professionals, fostering a collaborative and efficient work environment.
Implemented Clinical Trial Management System (CTMS): Led the selection and implementation of a new CTMS for the new central office, improving data management, trial tracking (inclusive of patient accruals and study financials), and overall operational efficiency for over 350 clinical trials.
Streamlined Operational Processes: Implemented innovative, continued process improvements to support initial reduction of start-up days by 10%, enhancing team productivity, and ensuring front-to-backend research billing compliance.
Manager, Research Operations
Research and Education Institute (REDI), Alta Bates Summit Medical Center
Berkeley, CA
03.2012 - 10.2013
Managed day-to-day operations for REDI research including Continuing Medical Education (CME) for multiple campuses.
Advanced clinical trial protocols, contracts, grants, budgets, and regulatory documents for Principal Investigators.
Led multi-disciplinary, cross-functional study execution teams from feasibility to study close.
Reviewed, edited and negotiated contract terms with industry sponsors, vendors, physicians, medical groups and other REDI business partners.
Ensured timely, on budget internal and external deliverables through on-going collaboration across functional areas.
Coproduced and implemented marketing strategies, physician engagement efforts, and performance goals.
Enhanced standard operating procedures and processes improving department efficiencies.
Research Financial Specialist (Analyst)
Research and Education Institute (REDI), Alta Bates Summit Medical Center
Berkeley, CA
09.2007 - 03.2012
Developed and negotiated study budgets with sponsors; managed study financials including A/R, A/P, invoicing, milestone revenue and physician reimbursements.
Sourced and managed relationships of REDI vendors and partners to meet study protocol requirements.
Super-User/Trainer and database administrative manager for CTMS.
Collaborated with CPA and assisted with month end, quarter end, and annual financial close according to GAAP.
Delivered projections, financial, and ad-hoc reports with trend and data analysis to support operational and financial decisions.
Ensured adherence and compliance of federal and state regulatory requirements related to HIPAA, Medicare qualifying clinical trial checklist, and clinical research billing.
Education
Bachelor of Arts in Business Management -
Holy Names University
Oakland, CA
Skills
Operations and Financial Management
Partner and Vendor Relationship Management
Compliance and Quality Assurance
Team Leadership
Project Management
Process Improvement
Systems Implementation
Contract Negotiation
Data and Financial Analysis
MS Office/Access
Google Docs
Salesforce
PeopleSoft
EPIC EMR
CTMS (Pre & Post Award/Grant Management)
Workday
MediTract
Lawson
Certification
Certificate in Healthcare Research Compliance | Health Care Compliance Association
Certificate in Financial Management for Business Decisions | Cornell University
Timeline
Freelance Consultant
Independent / Contractor
12.2023 - Current
Director/Manager, Clinical Research Office
Sutter Health, Office of the Chief Research and Health Equity Officer
06.2015 - 01.2023
Manager, Research Operations
Research and Education Institute (REDI), Alta Bates Summit Medical Center
03.2012 - 10.2013
Research Financial Specialist (Analyst)
Research and Education Institute (REDI), Alta Bates Summit Medical Center