Allison Heath Email & Phone Number

Raleigh, Nc, Us

- Main point of contact for Project Managers to identify financial issues on assigned studies- Direct contact with customers regarding financial health and forecasting of assigned studies - Maintain forecast and accrual files for assigned studies - Manage analysis of expense projections and reporting- Record revenue monthly for EAC (Estimate at Completion) - Maintain projects in PeopleSoft (company’s financial system), including project setup, budget, changes in scope, and invoice forecasting- Monitor overall financial health of assigned projects including revenue, realization, contribution margin, unbilled/unearned amounts, and invoicing reconciliations- Lead foreign exchange rate and vendor management review monthly and quarterly for US project finance team- Prepare daily reporting file for US project finance team review during EAC period - Ensure Sarbanes Oxley Compliance and assist with third party audits, when applicable- Review pending Work Orders and Change Orders for profitability and contingent revenue

- Manage multiple oncology studies simultaneously, in different phases of the trials to include start-up, conduct, and close-out- Review, analyze and approve monthly project financials including, pass-through expenses, billing units and EAC project forecasts- Field customer questions related to study financials that are invoiced- Ensure Project Leader has timely and accurate data on areas including cost, schedule, scope, utilization, and change orders to support better decision-making- Act as the customer point of contact behind the Project Leader- Attended in person customer Kick-Off Meeting- Prepare and maintain monthly presentation materials and reports for internal study team and customer, including, but not limited to, regulatory data, site and patient recruitment status, project milestone status vs contract, Adverse Events/Serious Adverse Events and Protocol Deviations, eTMF Status, billing and invoicing vs. budget, financial performance from EAC, team training compliance, review of Project Execution Plans for currency and accuracy, and actions items maintenance and closure- Prepare meeting agendas and minutes for study team and customer and own meeting invitations- Mentor fellow PMAs and assist in training and on-boarding- Upkeep of project schedule, study metrics, Risk Log/Review and Monthly Project Review in QRPM: PPM (Project Management Software) - Maintain eTMF for study level documents and monitor Key Performance Indicators to include Timeliness, Quality, and Completeness, along with supporting study file review and audits as needed- Participate in group interviews for the PMA department and have input on new hires - Run financial reports (from PeopleSoft) and analyze for project expenses and hours- Open and maintain Purchase Orders for vendors on each project - Establish and manage performance dashboards, analyze event triggers and alerts, and determine appropriate follow up for Project Leader or team members to act upon- GCP certified

See above (Sr. Project Management Analyst - Oncology)

Raleigh-Durham, North Carolina Area

- Daily management of contract CRAs including approval of time and expense, and ensuring CRA compliance with reports, letters and projections - Generate and distribute CRA metrics to management team- Share responsibilities for staffing SSVs in North America, working closely with resourcing reps and project teams- Training new members of Contract CRA Management Group- Direct work with project teams and regulatory & start-up teams to help push project timelines- Export and manipulate data to show gaps in Action Items and visit forecasting, and provide information to senior management- Monitor and maintain Resourcing Request mailbox- Provide resourcing support at a regional level by working directly with regional leads and managers- Assign and manage resourcing requests within QRPM:RM (Resource Management system)- Maintain global documents to include distribution lists and escalations pathways by region- Review and approve documents that are posted for global viewing- Coordinate meetings between project teams in need and senior management, and take meeting minutes to be shared with members of the leadership team

Raleigh-Durham, North Carolina Area

-Review and approve time and expenses on a weekly basis, and submit to each CRAs contract agency by the deadline-Enter all approved time into PeopleSoft (company's employee hours system)-Ensure end of quarter report submission compliance each quarter -Run daily reports to ensure contractors are in compliance with Quintiles Standard Operating Procedures regarding reports, letters, and projections-Escalate late report and missing letter concerns to appropriate project teams and/or agencies for corrective action-Monthly review of contractor compliance regarding CV, eSOPs, and all applicable trainings -Monthly contact to sites requesting feedback regarding contractor performance-Maintain contract CRA group's online files-Off-boarding of contract CRAs including: notification to study teams, communication with CRA to ensure completion of all work prior to departure, preparation of electronic personnel file, tracking and requesting confirmation of equipment return

Raleigh, Nc

-Check-in process including checking/entering in new insurance information, and verifying/entering patient demographic information -Check-out process including collecting/posting patient payments, and scheduling follow-up appointments-Answering multi-line phone calls dealing with scheduling for ten doctors across two offices, facilitating messages between doctors/nurses and patients, and answering parent and patient questions-Scanning confidential patient documents into EMR system-Proficient in eClinicalWorks

Cary, Nc

-Owned approximately 100 accounts, touching base with clients monthly, with focus on retention-Conducted quarterly check-ins with wide variety of customer base-Provided express product training when necessary-Coached customers on best practices to help them succeed-Every day work with Customer Relationship Management Software (Salesforce, Zendesk and GoToMeeting)-Some work with customer support and sales

-Studied Sport Management at North Carolina State University.-Gained skills and knowledge about many things in the sport field.-Acquired knowledge in public speaking, sport finance, sport programming, sport law, psychology & sociology of sport and much more.-Dedicated 15+ hours a week to student athletics. -Gained leadership, teamwork, and time management skills.-Received Scholar Athlete Recognitions for two consecutive school years. -Nominated for and graduated from the Wolfpack Leadership Academy