Heather Castle Email and Phone Number

Collect, review and track Clinical Operations’ invoices;Serve as a primary liaison with Accounts Payable;Provide general administrative support, copying, filing, scheduling and coordination of meetings, coordination of correspondence, etc.;Track actual expenditures against budgetsAssist with preparation of monthly and quarterly accrual schedules for the FinanceDepartmentPrepare, maintain, and track investigative site payments;Assist with preparation and dissemination of information to Clinical Operations regarding contract status, compliance, modifications, etc.;Assist with submission of Request for Proposals (RFPs) and tracking of responses;Serve as a back-up for submission of clinical contracts through Company’s internalcontract approval system;Conduct ad hoc analyses, as required;Other additional duties, as requested.

Performed Administrative tasks such as:Scanning client statements into the client folderChecking others work to ensure completedSorting clients information into the correct fileAnswering phonesTrained with AccountantsPrepared K-1’sCreated a new clients Trial Balance in ProSystemsPreparing Tax ReturnsPrepared client file for AuditCreated a summary sheet of deductionsOrganized all supporting documentsCreated refund letters to mail checks to clientsFiling extensions for clients Filing Maryland Personal Property Returns