Clinical Project Manager | Clinical Development Technologies at ConcertAI

• Apr 2022 - Present

Finance/Operations Manager & Executive Assistant

• Nov 2018 - May 2022

- Executive Assistant to the CEO, CFO and other senior executives - Implement coordination of processes and standardization of procedures across departments- Drive integration of acquired companies with broader ConcertAI - Manage office logistics including company-wide meetings and presentations; serve as company liaison to many third-party vendors- Work with top development & construction companies in Boston, MA to identify, plan, build and project manage full building construction for office space. Simultaneously doing the same for second office location, while remote-Prepare various business, operational and financial analyzes as required to support the business and the executive team- Coordinate and lead ConcertAI forecasting and planning processes- Prepare and develop business unit forecasts and budget models to Identify and communicate risks / issues to CFO and wider executive team- Develop scenario planning with business leads to optimize company budget; act as key thought partner to business leads- Prepare, plan and implement COVID-19 emergency plans, remote work initiation and emergency communication globally throughout pandemic- Develop analyzes and presentations in support of forecasting process- Own contract/document management, opening and managing POs with clients and vendors, document storage and retention- Create and maintain cross company / department relationships to enable transparency and success of business

Senior Business Analyst

• May 2017 - Nov 2018

- Develops robust Long Range Planning and Annual Operating Plan forecasts by working closely with the VBM Leadership Team to identify needs over time- Partners with the VBM Leadership Team to reforecast the budget and makes recommendations for strategic financial trade-off decisions. - Manages the monthly accruals and forecast process with Finance and communicates overspend and gaps to VBM budget owners and proposes options to address emerging issues. - Drives contract execution, including managing SOWS through the PO approval and set up process, reconciling line items in the budget to charge against the PO, addressing questions from Global Procurement and Finance as they review the PO. - Manages invoice review directly for several of the critical, high spend VBM vendors to reconcile with forecast.

Executive Assistant

• May 2015 - May 2017

- Partnered with VPs to manage strategic partnership planning meetings (domestic and international)- Maintain orderly files of contracts, CDA’s, personnel information, and other sensitive documentation-Providing administrative support to the VBM innovation team

Program Manager

• Dec 2011 - May 2015

- Responsible for the recruitment and on-boarding process of employees, including associated personnel and over 50 fellows - Obtain and managed visa statuses for all international employees, manage the appointments and promotions for 60 Harvard Medical School faculty members. Obtained DEA, CRICO insurance and medical licenses for clinicians - Yellow belt LEAN Six Sigma certified - Manage the payroll process, budgets, and reconciling for a team of more than 100 employees. In addition to scheduling, travel arrangements, and administrative duties for Chief of Division and four Principal Investigators - Initiator of various innovative projects such as eFax, order shipment issues, and the budgeting process - Process credentials for clinical and research employees within Boston Children’s Hospital and surrounding institutions - Harvard Medical School Course Administrator

Customer Service Representative

• Sep 2012 - Jul 2013

Customer service Customer service

Patient Service Coordinator

• Apr 2011 - Dec 2011

Organized projects Maintained patient/doctor confidentiality Managed customer service for patients’ in-clinic and over the phone Scheduled and managed the clinic/OR time Organized projects Maintained patient/doctor confidentiality Managed customer service for patients’ in-clinic and over the phone Scheduled and managed the clinic/OR time

Operations Manager

• Aug 2008 - Aug 2010

Customer Service; in-store and via telephone Billing; Collection calls Phone experience; scheduling, questions/comments Maintaining gym equipment and appearance Providing positive environment for members and workers Created budgeting for customers Obtained management experience in fast pace environment Computer data, managing accounts, equipment servicing and scheduling Management of a team of more than 10 people Customer Service; in-store and via telephone Billing; Collection calls Phone experience; scheduling, questions/comments Maintaining gym equipment and appearance Providing positive environment for members and workers Created budgeting for customers Obtained management experience in fast pace environment Computer data, managing accounts, equipment servicing and scheduling Management of a team of more than 10 people

Office Manager

• Mar 2001 - Aug 2007

Responsible for making weekly and monthly scheduling Create daily work lists to maintain all store needs Work directly with customers Conduct daily sales in the best interest for the customer and company Design custom pool programs designed for budget and performance Computer data entry for inventory, ordering supplies and billing Take care of merchandising, ordering and maintenance of store Manage cash flow; in store sales and billing Responsible for opening and closing store Built long term relationships with customers Trained and supervised co-workers within company Contributed to company growth over multiple cities