Team Leader12/2006 to 09/2012 PFIZER, INCNew York, NY
Compliance Monitoring and Management - Oversee the E&Y self-monitoring process in which outside auditors review 200 onsite speaker program against key compliance policies.
In coordination with Legal and Corporate Compliance, manage a process to effectively review and remediate any reported speaker violations.
This has resulted in many speakers being permanently removed from the Speaker Bureau as well as a continued decline in compliance violations being observed.
Provide summarized reporting of key speaker program compliance metrics to Business Leadership as well as BU Compliance Leads.
In coordination with Legal and AHM, developed a representative policy deviation workflow within EZSpeak to identify and obtain documentation for various speaker program policy deviations (e.g.
Violations have come down below 1% of programs for all categories, in addition to facilitating the capture of review and remediation by field force management.
Developed and implemented the process to conduct quarterly HCP reviews against State Medical Board websites as well as FDA Warning Letters.
In coordination with the HSSG (Healthcare Strategies and Solutions Group), Legal and BU Compliance proactive reviews have been conducted resulting in the identification of over 100 HCPs barred from future consulting services and thus reducing the risk of Pfizer realizing future negative publicity.
Oversaw management of FMV (Fair Market Value) for speakers in coordination with the HSSG to ensure payment amounts to HCPs are commensurate with services provided.
Audit and CIA Management - Manage all aspects of Corporate Internal Audits and Corporate Integrity Agreement requirements as it pertains to speaker program activity including proactively conducting periodic audits of key compliance risks.
Provide training on processes and system design as well as address inquiries based on their transactional reviews.
Review issues identified and negotiate remediation plans as required.
Good" and "No Material Findings" respectively on all recent Corporate Internal Audit and Corporate Integrity Agreement reviews.
Coordinate efforts for all state and Pfizer disclosure requirements in cooperation with the TEDD and HSSG teams.
Led the cross-functional Core Master EZSpeak project, which resulted in an increased identification of HCP attendees to support Pfizer's Disclosure Policy as well as facilitating a better assessment of speaker program ROI.
Vendor Management - played a significant role in the RFP process in selecting a new speaker program logistics vendor and system which was successfully launched in May 2008.
Led workstreams focused on evaluating vendors against key compliance the reporting capabilities.
Assist in management of Speaker Program logistics vendor Advanced Health Media (AHM) which includes a monthly review of Service Level Agreements, assessment of vendor support model, and issue resolution with business partners and system.
Survey ratings from the field force have consistently averaged near 4.5 out of 5 for overall customer service.
Conduct periodic audits of vendor adherence to key business rules and policies.
This has resulted in the identification and remediation of any potential risks or gaps in the management of speaker programs with the focus on continuous improvement.
Reporting and Analytics - Working in collaboration with Business Technology and Data Management, developed and launched a set of standardized reports and an ad hoc environment within the Business Objects platform to provide business partners key speaker program information as well as flexibility for the SOT to analyze unique areas important to the business.
Provide quarterly reporting to key business partners regarding speaker program compliance and activity.
Develop and monitor quarterly metrics and scorecards related to key goals for the Customer Engagement Group and Speaker Operations Team.
Project Management and System Design - highly involved with the system design of the new speaker program logistics system, EZSpeak.
Led the design of key system controls and processes as well as key EZSpeak reports that are available to all end users within EZSpeak.
Continue to lead and coordinate system enhancements as needed to address changing business and compliance requirements (e.g.
program close-out, slide deck management tool, program violation management, speaker screening against DMC members & specialty exclusions, core master/TCL alignment).
Operational Support - Oversee SOP development and management for Speaker Programs.
Support brand team and sales force initiatives for Speaker Training and Speaker Program activity to ensure adherence to compliance policies and procedures.
Assist in ensuring that structural field force changes provided through ATLAS are properly applied to EZSpeak (e.g.
RBU realignment, Wyeth integration).
Provided support for Wyeth integration activities as it pertains to general operations, data migration and reporting.
Developed the business case that drove the Orange Guide policy change to allow in-office programs to be compliantly conducted for a minimum of 30 minutes instead of 45 minutes.
Not only did this address a significant business need but also ensured that any additional compliance risk was mitigated.
Supervision of Direct Reports - supervise activity of two managers.
Senior Finance Manager04/2003 to 11/2006 PFIZER, INC., Pfizer Global PharmaceuticalsNew York, NY
Promoted from Manager to Senior Manager on 1/2005.
Business Decision Analysis - conducted financial analyses in support of business decisions, particularly in the support of speaker programs executed by the field force.
Active member of a cross functional team that evaluated the effectiveness of current speaker program activities in support of Operating Plan discussions.
Assisted in the design and rollout of a new Speaker by Product budget model to all Sales VPs facilitating decisions to allocate funds within therapeutic areas and across the entire product portfolio.
Co-led a team responsible for analyzing, reviewing, and communicating Operating Plan/Budget financials to Marketing and Finance Management.
The results of our analysis helped senior management make portfolio wide decisions on promotional activity support for the operating plan.
Revenue Forecasting & Quantitative Analysis - managed an Rx-based revenue forecast model using internal and third party data to analyze current trends to provide insight to brand teams.
Created various sensitivity analyses that utilized Monte Carlo simulations to better assess the risk associated with various scenarios.
Expense Forecasting & Budgeting - managed the forecasting and budgeting for over $400 MM in field force expenses including one Field Force division, one Sales Operations department and all field-led Speaker Program activities.
Provided forecasting and budgeting responsibilities for three brand teams totaling over $200 MM in promotional expenses.
Product Launch Activities - Assisted in the various pre-launch activities for Caduet (revenue forecast, sample plan, pricing, and trade and manufacturing launch) Management Communication - provided compelling business cases to field force senior management related to speaker programs and periodic expense updates to Area VPs for various therapeutic clusters.
Internal Controls - acted as subject matter expert to business partners related to various internal control processes and procedures (e.g.
project approval, quarterly close & vendor payments).
Recruitment - member of the MBA recruitment team for The Pennsylvania State University.
Business Analyst07/2001 to 03/2003 PFIZER, INC
Recruited to participate in a two-year finance rotational program providing a broad exposure to various business units and unique experiences within the finance organization.
Treasury - Dublin, Ireland, PGRD (Pfizer Global Research & Development) - New London, CT & PGP - New York, NY).
Project Management - Managed the development of Global Resource Work Types for the eight Human Health Portfolio lines as part of the division wide Resource Management Initiative.
Assisted in evaluating and creating a set of business rules and processes for resource management forecasting.
Process Design & Review - Performed a feasibility study and created a process design to develop trading/settlement capabilities in New York which was approved for implementation for Q1 2002.
Evaluated the financial SOPs for Symposia promotional activities and provided recommendations to management for revisions.
Coordinated training plan to reeducate marketing business partners.
Market Research - Analyzed the on-line foreign exchange portal market and provided a recommendation to DTC management as to which vendor to pursue.
Conducted interviews with five vendors to understand capabilities.
Clinical Research Associate05/1998 to 08/1999 PHARMANET, INCPrinceton, NJ
Worked on a team supporting the clinical trial efforts for pharmaceutical manufacturers.
Client work in various therapeutic areas including hypertension and diabetes.
Project Management - Managed the clinical research activities of ten investigative sites.
Periodically visited sites to review project progress and reported back to client with status updates.
Structured and recommended study specific solutions which established positive client relationships.
Budget Management - Negotiated individual research site budgets of up to $60,000 each and facilitated sites payments based meeting project milestones.
MBA5/2001The Pennsylvania State UniversityUniversity Park, PA
BS: Biology Chemistry12/1995College of New JerseyEwing, NJBiology Chemistry
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Companies Worked For:
PFIZER, INC., Pfizer Global Pharmaceuticals
The Pennsylvania State University
College of New Jersey
Job Titles Held:
Senior Finance Manager
Clinical Research Associate
MBA 5/2001 BS : Biology Chemistry 12/1995
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