SUMMARY OF EXPERIENCE:
Dedicated Professional Bilingual Accountant and Clinical Study Associate
with more than 11 years of experience in Phase I/II/III trials.
Comprehensive knowledge of clinical and accounting practices, clinical
trial monitoring and design controls. Familiar with the practices and
methods of clinical trial methodology and research. Combine
resourcefulness and problem solving skills with clinical knowledge to
consistently deliver improved research and production results. Team player
dedicated to quality, strong communication, and good interpersonal,
organizational skills.
PROFESSIONAL EXPERIENCE:
Tax Professional & Accountant - Inspiration Tax Services, Cary, NC 27511
September 2013 - Present
. Compute taxes owed by following tax code.
. Prepare or assist in preparing simple to complex tax returns for
individuals or small businesses.
. Help taxpayers by using their federal, state and local codes and see
to it that clients receive the maximum benefit permitted under the law
of government.
. Uncover potential deductions and credits.
. Advise against potential tax liabilities.
. Ensure clients do not pay unnecessary taxes.
. Review financial records such as income statements and documentation
of expenditures.
. Interview clients to get a thorough picture of financial situation.
. Verify totals on past forms for accuracy.
. Consult tax law handbooks for especially difficult tax returns.
. Resolve customer complaints.
. Prepare tax returns using electronic filing software.
. Ensure a copy of the completed return is provided to the customer.
. Determine accounting systems, available to support the liquidation and
payment.
. Ensures that appropriate authorizations, certifications, other
documents are on file and that payments are in accordance with the
provisions, terms, and conditions of the applicable authorizing
documents such as contracts, purchase-orders, receiving and
inspection reports, grant and/or loan agreements
Clinical Monitoring Associate II, Parexel, Durham, NC, United States
January 2012 - September 2013
. Collaborate with CRA on site issues/actions. Create and distribute study
document (e.g. eSignature Agreement, Amendments, etc.)
. Initial and ongoing drug / supply management. Update all relevant
tracking system on an ongoing basis
. Perform regular reviews of data according to data review/monitoring
guidelines (CTMS, EDC,
IVRS, ISIS)
. Conduct remote visits (initiation, monitoring, termination. Primary in-
house site support)
. Collect updated/amended regulatory documents in collaboration with CRA
and CTS as needed
. Build relationships with investigators and site staff remotely
. Maintain a working knowledge and ensure compliance with applicable ICH-
GCP Guidelines,
Local regulatory requirements and PAREXEL SOP and stud specific procedure
(e.g. Monitoring Plan)
. Complete routine administrative tasks in a timely manner (e.g.
timesheets, metrics) Establish and maintain necessary internal controls
to ensure that payments are not made in excess of the authorized amounts
as well as to prevent improper or duplicate payments.
. Performs in depth research on issues/queries from vendors, sites, related
to payments, liquidations, and obligations.
. Communicates with contractors, sites, vendors to request additional
information regarding invoices, applicable to contracts and
other agreements.
. Responsible for the completeness and quality of the in-house site
specific files (in cooperation
With ROA/RMA).
Clinical Study Associate, GSK - Subcontracted for Trio Clinical Research,
RTP, NC United States
November 2006 - May 2011
. Coordinated Clinical activities on multi centre trials team including
maintenance of documentation, clinical tracking and information retrieval
. Assisted with general administrative functions as required; conducted co-
monitoring assignments reviewing Trip Reports (Site Selection, Site
Initiation, Site Visit, and Close-Out Visit Reports. Performed
qualification, initiation, monitoring and termination of investigational
sites
. Assisted with coordinated distribution of Clinical Trial Supplies,
audited, maintained and archived Sponsor's Clinical Study Records for
multiple Therapeutic Study Management areas included Metabolic and
Oncology according to Company policies and ICH Good Clinical Practice and
SOP's and Work instructions with directions from line manager and
designated clinical team members
. Assisted with designated clinical team member in preparing submissions
for Independent Ethics Committees or Institutional Review Boards (IRB) by
compiling the package of documents for the IEC/IRB and forwarding it to
either the Investigator or IEC/IRB as directed.
Clinical Support Specialist, GSK - Subcontracted for Clinforce
November 2005 - October 2006
. Provided operational support to clinical trials through worked as part of
project/study management team Plan and manage resources
. Managed clinical trials including study budget management, financial
tracking and control
. Reviewed regulatory documents received from sites before submission to
IRB and Regulatory Department, conducted operational start-up activities
to support assigned clinical project teams, interact with client and
team leadership to ensure that the projects proceeds on time and within
budget
Records & Information Management Coordinator, Quintiles, Morrisville, North
Carolina, US
November 2004 - October 2005
. Provided reference services to all departments and levels of personnel
and process incoming information, sort, classify and verify coded
material for integration into systems and operated scanning equipment
using hardware specific software. Log, QC coding, file name the scanned
image according to customer's requirements
. Coordinated work flow by assigned tasks and established procedures.
Provided guidance/direction to internal clients on customer's imaging
requirements
. Gathered and collected statistical data and prepares reports also
performed other tasks or assignments as delegate by Team Leader or RIM
Management
Document Management Specialist, GSK - Subcontracted for Clinforce, RTP, NC
United States
March 2004 - November 2004
. Audited, maintained and archived Sponsor's Clinical Study Records for
multiple Therapeutic Study Management areas according to Company policies
and ICH Good Clinical Practice and SO"s and work instructions with
directions from line manager and designated clinical team members
. Assisted in the preparation and distribution of clinical documentation
and reports (study status reports, etc.) as required and performed
assigned duties with the Study Manager direction to assisted team members
with designated administrative tasks in support of clinical trial
execution and management. Maintained clinical tracking systems
Regulatory Associate, Bertek Pharmaceuticals, Subcontracted for Clinforce,
RTP NC, US
January 2004 - March 2004
. Coordinated, assembled and shipped essential regulatory document (ERD)
packages to multiple sites
. Attended weekly internal team meetings and Sponsor teleconferences
. Fostered constructive and professional working relationships with all
internal and external team
Members/personnel so that applications were submitted and approved
expeditiously. Provided primary support for the process and maintenance
of regulatory GMP document management and training systems according with
SOP's methods and specifications
. Coordinated regulatory and pharmacy binder needs with local printing
vendor. Communicated with Study
Coordinators and Principal Investigators to request and obtain copies
of expired or outstanding documents
Clinical Support Coordinator, GSK Subcontracted for the Woolf Group,
Durham, NC, US
November 2001 - October 2003
. Performed clinical on-site monitoring activities (drive patient
recruitment, source data verification, drug
Accountability, data collection
. Assisted Clinical Study Team in start-up, execution and closeout of
clinical studies
. Assisted in maintenance and archival of study administrative files and
set up study budgets in MedFinance
(Internal tracking system) and tracked payments. Entered and updated all
study-related information in MedTrack and/or Clinical Tracking System.
Clinical Support Coordinator, Subcontracted for Staffing Alliance Staffing,
RTP, NC, US
April 2001 August 2001
. Audited, maintained, and archived Sponsor's Clinical Study Records for
multiple Therapeutic Study
Management areas according to Company policies and ICH Good Clinical
Practice, providing all necessary support in completing the collation of
all required documentation necessary for the shipping of investigational
product to the sites before patient enrollment in a given trial
. Tracked and maintained regulatory documents and maintained computer
files. Generated, audited and maintained Potential Clinical Investigator
Confidential Disclosures.
EDUCATION:
University Mariano Galvez, Guatemala, Central America, 25 Credits in
Business Administration 198-1989
Colegio Sagrado Corazon, Guatemala, Central America, Accounting Degree -
Bachelor's Degree Equivalent, 1983
LANGUAGE SKILLS:
Spanish fluent, writing and conversational; English fluent, writing and
conversational.