Dynamic clinical trial finance and compliance professional with extensive experience in all aspects of clinical trial management. Proven track record in operational efficiency enhancement and team leadership. Expert in Coverage Analysis and adept at fostering client relationships, ensuring adherence to federal regulations while driving project success.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Associate
Huron Consulting Group
04.2023 - Current
Leads a team which provides Coverage Analysis, Oncore Calendar Builds, budget builds, and post award financials console builds for multiple clients consisting of Academic Medical Centers and Hospital Systems across the country
Works closely with clients to provide guidance on best practices to ensure compliance.
Provides excellent customer service to clients by listening and understanding their needs, analyzing data, and delivering high quality work in a timely manner
Serves as a coach and mentor to junior staff
Serves on multiple committees offering training, educational materials, and presentations on compliance topics
Serves as a subject matter expert for Coverage Analysis
Develops tools and resources to assist with streamlining work
Drafts common document templates to reduce time spent creating documents from scratch.
Volunteers to help with special projects of varying degrees of complexity.
Analyzes customer data to identify trends and anticipate customer needs.
Daily, weekly, and monthly financial management of accounts to ensure profitability
Monthly reporting of metrics to leadership and clients
Associate Director of Finance- CTO
University of Utah- Huntsman Cancer Institute
12.2020 - 04.2023
Managed a team of 18 pre-award, post-award, and billing staff.
Financial management of over 500 active clinical trial projects.
Managed Operating budget including 165 FTEs
Prepared monthly reports of clinical trials financial health and took corrective actions on deviations.
Implemented software tools (Oncore financials) and process improvements to mitigate loss and drive operational growth.
Assisted with recruiting, interviewing, and hiring new department employees.
Responsible for improving workflows to ensure billing compliance, decreased AR, and decreased time to study activation.
Negotiated and managed budgets and financials for clinical trials with a variety of funding sources including foundation awards, industry sponsors, grant awards, NIH funded trials, and UG1 and UGM grants.
Compliance Manager
University of Utah
10.2017 - 12.2020
Delivered subject matter expertise for clinical research teams and School of Medicine Departments.
Prepared and presented comprehensive reports to upper management and audit team, covering issues and recommendations.
Assisted in the development of institutional clinical research compliance related policies and procedures.
Conducted audits of research billing to ensure compliance with institutional policies and State and Federal regulations.
Taught formal classes and informal workshops and provided presentations related to clinical research coordination and compliance software programs and databases.
Compliance Consultant
Intermountain Healthcare
01.2009 - 10.2017
Reviewed audit and monitoring reports related to clinical research billing compliance.
Created process for managing clinical trial billing.
Implemented software to multiple research departments to ensure compliance with clinical research billing laws and regulations.
Assisted corporate compliance and the IRB with billing compliance questions and issues.
Prepared and submitted requests for coverage of investigational devices to CMS and the Medicare Administrator Contractor (MAC).
Education
Master of Healthcare Administration - Healthcare Administration
University of Utah
Salt Lake City, UT
05-2021
Bachelor of Science - Healthcare Administration
University of Phoenix
Tempe, AZ
06-2009
Skills
Proven leadership skills
Project Oversight
Clinical Trial Financial management
Coverage Analysis expertise
Operational Budgeting
Clinical Trial Management System (CTMS)
Operational Efficiency Enhancement
Expert in Federal regulations governing the conduct of clinical trials- including FDA, CMS, OHRP, and the Clinical trial policy
Certification
Certified in Healthcare Research Compliance (CHRC) HCCA
Timeline
Senior Associate
Huron Consulting Group
04.2023 - Current
Associate Director of Finance- CTO
University of Utah- Huntsman Cancer Institute
12.2020 - 04.2023
Compliance Manager
University of Utah
10.2017 - 12.2020
Compliance Consultant
Intermountain Healthcare
01.2009 - 10.2017
Master of Healthcare Administration - Healthcare Administration
University of Utah
Bachelor of Science - Healthcare Administration
University of Phoenix
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