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Summer Intern Assistant Controller

Trenton, NJ
April 30, 2023

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OBJECTIVE: Motivate and foster the growth and success of your professional, teamwork-oriented organization using my focused efforts, energy, versatility and reliability; and applying my knowledge, experience and skills in business management, accounting, finance, procurement-client development and vendor governance.

EDUCATION: RIDER UNIVERSITY, Lawrenceville, New Jersey

B.S. in Commerce (Accounting) 1983 Magna Cum Laude

PROFESSIONAL Certified Public Accountant in New Jersey

DESIGNATIONS: Chartered Global Management Accountant-AICPA-7/31/2012

Member of the AICPA and the New Jersey Society of CPAs

Strathmore’s Who’s Who Lifetime Member-2010

Series 7, 66, NJ Health & Life Authorities (expired)



Outsourcing Manager 2021-Present

Serve as primary point of contact for vendors and internal stakeholders related to all aspects of outsourced work for over 50 assigned trials and tracking systems.

Ensure alignment of teams to the related BMS outsourcing strategies

Drive outsourcing activities by interfacing with operational teams, support groups and service providers for successful selection, contracting and execution of outsourced studies while ensuring compliance with regulatory standards, ethical practices, BMS outsourcing and procurement policies and procedures


Clinical Outsourcing Specialist 2021-2021

Clinical Contracts lead for 10 assigned trials with combined costs of $291M, using 189 vendors across multiple categories.

Drove finance and budget interface and savings of $6.9M while supporting various business initiatives.

Defined KPIs for vendor performance and transition to new ARIBA Elevate contracts management systems.


Principal-Site Contracts 2020-2021

Actively participated in higher level discussions about overall company goals, objectives and specific project aims.

Subject matter expert to resolve global site contracting issues and escalation point for internal customer assistance.

Proposed contracting solutions to issues arising during a project or contract life cycle, to enhance negotiation strategy, escalate issues, avoid operational risks and ensure deliverables are met.

Established contract project strategies and negotiated budgets to meet MSA terms and required processes.

Established strong working relationships with customer and internal project teams.

Fostered streamlining the internal contract/proposal processes to initiate creative ideas and solutions.

Maintained document status reports and updated department team members on a regular basis.

Collaborated with external teams and internal legal, finance, and clinical operations departments as needed.


Contracts Manager/Global Strategic Sourcing Manager 2016-2020

Leading life cycle outsourcing for 15 assigned and 7 ad hoc clinical trials across all vendor categories.

Proactively managing over 200 vendor contracts, including CDAs, MSAs, Work Orders, Change Orders, and Stand Alone Service Agreements.

Advising Global Trial Leaders with annual study budgets, projections and accruals for upper management approvals.

Maintaining vendor budget updates in access database, identifying cost drivers for analysis and future planning.

Guiding Trial Managers with agreeing vendor invoices to milestone-based and per-unit based costs in respective vendor contracts.

Drove integration initiative for uploading contracts into parent company contract database and updated PO values for clinical vendor contracts.

Supporting special projects as needed.


Specialist-Clinical Business Management-Vendor Management 2015-2016

Associate Manager-Clinical Business Management-Vendor Management 2013-2015

Senior Analyst-Vendor Management and Outsourcing 2010-2013

Active point person for vendor strategies with HQ/NNI Outsourcing/Procurement Departments to drive contract proposals.

Designated SOP subject matter expert and participant in the Supplier Contracting Improvement Process.

Driver of recurring coordination meetings with HQ Outsourcing and HQ/NNI Procurement Departments to define and complete initiatives and to bolster Outsourcing Coordination Group strategic planning.

Created Patient Recruitment and Retention bid grid for HQ adoption as a standard global outsourcing tool.

Fostering initiatives for Sunshine Law, SOP Compliance (TPR & CIA) and Legal Department goals.

Streamlining processes utilizing cLEAN concepts and tools after successful 1-Star project completion.

Managing contract negotiations and budget reviews, with NNI Savings totaling $15M in 2010-2015.

Authored new NNI MSA and Statement of Work templates for Phase 1 CROs and Change Order template.

Supported global Inflammation franchise, R&D spend categorization project and clinical trial budgeting.

Managed transition to Ariba system for contract archiving and generation, overseeing summer intern.

Supporting Product Safety Department regarding Patient Assistance Programs contract reviews.

Oversee increasingly complex vendor selection to improve services and to monitor performance and budgets.

Identifying problem solutions for lines of business, with emphasis on warehousing and drug depot matters.

Managing daily activities of business support coordinator utilizing enhanced Tracker and Gantt chart for quarterly RFI/RFP and contract maintenance reporting to support key stakeholders, averaging 130 contract events per year, serving additional NNI/global groups and fostering DSI.

Spokesperson for maximizing the R&D Tax Credit opportunities across global clinical trials funded by HQ, focusing on USA scope “carve-out” SOWs for services provided by CROs and central laboratories.

Clinical Outsourcing Analyst 2006-2009

Completed quality initiative to amend six Master Service Agreements for Clinical Research Organizations.

Novo Nordisk Ambassador 2009-2010 and prior My Company Culture focus group member.

Compiled monthly CTO Savings Report totaling $2.4M in 2009 via unified Strategic Sourcing presentation.

Liaison to departments and workgroups including CTM, Legal, Procurement, Finance, Tax, Accounts Payable, Strategic Events Management, Clinical Business Management, Clinical IT, Clinical Trial Archiving, Clinical Quality Assurance and Internal Audit to facilitate workflow, drive metrics and activate process improvements utilizing procurement methodologies.

CMS Super User handling problem solving, query resolution, invoice matters and accrual calculations.

Presented special topic updates and training as needed at Clinical Project Management forums.

Authored new NNI MSA and Statement of Work templates for central and special laboratories used for new vendors.

Created CRO bid grid which was adopted by HQ as a standard global outsourcing tool.

Member of Global MSA streamlining committee and Outsourcing database trainer and compliance contact.

Negotiated, generated and routed vendor contracts in support of over 123 trials and functional needs for outsourced services across all major service categories to promote global outsourcing strategy and preferred vendors.

Managed relationships with 230 existing and potential vendors by coordinating capabilities presentations, posting information on GlobeShare and accumulating and reporting quarterly feedback to HQ.

Established and maintained CMR clinical contracts database summarizing details of 400 contracts, used to drive accurate trial budgeting and reliable cost forecasting.

Active attendee at DIA 2006, Global Sourcing Days 2007 and 2008, Partnering with CROs Conference 2008, and Partnering with Central Labs, ECG & Imaging Lab Conference 2009.

Clinical Budget Associate (Consultant) 2005-2006

Completed quarterly trial budget reviews for local and HQ trials.

Resolved audits of investigator 1572 and financial disclosure forms for 14 trials in four months.

Verified investigator site payments and generated related correspondence for outgoing payments.

Managed collection of overpayments to sites totaling $70K during nine-month period and facilitated collecting $304K in the aggregate.

SELECTIVE INSURANCE/CHN SOLUTIONS, Hamilton, NJ, Finance Project Manager 2002-2004

Designed action plans to audit the claims database by completing fieldwork of identifying scenarios, isolating errors, and correcting data utilizing Access queries for audit workpapers and documentation.

Interfaced with various departments to eliminate problems, communicate feedback, compile metrics, control needs and make recommendations to management, staff and internal auditors through written reports.

Closed A/R and A/P reconciliations resulting in reductions of $330K and $400K respectively.

Monitored monthly closing, compliance and follow-up procedures, supervising a team of assistants.

R.W. JOHNSON PRI, Raritan, NJ, Senior Financial Analyst 1999-2000

Provided financial leadership/budget support to global product teams and functional business partners.

Developed cost to launch and cost to next decision point analyses for global project development plans.

Analyzed scenarios and identified drivers to assist teams with strategic decision making to manage risk.

Prepared and presented interim and quarterly project reviews and annual business plans.

OMR SYSTEMS CORPORATION, Skillman, NJ, Assistant Controller 1995-1998

Directed all financial, tax, cash management, intercompany, administrative and benefits matters for two European

affiliated companies, serving as communication liaison.

Established annual budgets and monitored variances and metrics for proactive decision making.

Assisted outside auditors with required financial, tax and legal registrations in a cost-effective manner.

Utilized cost containment and reduction efforts resulting in a 41 percent increase in net profits.

BESSELAAR ASSOCIATES and AFFILIATES, Princeton, NJ, Assistant Controller 1984-1992

Prepared monthly consolidated financial statements incorporating foreign currency conversions.

Prepared all tax reports, returns and analyses for affiliated group of CORNING, INC. (COVANCE).

Standardized global reporting and account analysis, supervising three assistants.

Facilitated merger, assisted with acquisition due diligence, implemented internal controls and forecasts.

Managed cash, banking, investments, special projects, self-insurance and pension plans.

Maintained the general ledger, accounts receivable, accounts payable, grants payable and fixed assets.

Directed annual outside audits to assure smooth completion, minimize downtime and reduce costs.

L.H. LINOWITZ & Co., CPAs, Trenton, NJ, Senior Accountant 1983-1984

Completed compilation, audit, payroll and income tax engagements for clients in various industries.


Microsoft Office, Windows (Teams, Word, Excel, Pivot Tables, Lotus), Icertis, Impact, eMP Training, Icertis and ICD Contract Management Systems, Eclipse, Access DB System, NNAS-Global Development Outsourcing Database (super user), NNI ICE (A/P), SAP-basic, Ariba, Impact, Access, QuickBooks Pro, PAS 6.0, Platinum Info Reporting, Cognos, Peachtree, Navision, Real World, MAS 90, MYOB, RAM 1040, Prentice Hall (Tax 1120, 1120S, 1065)

REFERENCES: Available upon request.


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