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DIR, CLINICAL RESEARCH FINANCIAL MGMT

Job Title: DIR, CLINICAL RESEARCH FINANCIAL MGMT
Job Code: 1115
FLSA: E
Job Level: 16
Revised Date: 09/02/2015
Job Family: JF 28

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Occupational Summary

Provide leadership to SOM clinical research community with the identification, development, and implementation of strategic initiatives to meet the growing needs of the SOM's Clinical Research Units in financial management and reporting practices, compliance, and evaluation and design of effective IT tools. Lead the integration of the Financial Practice Managers (FPM's)collaboration with the grants management community providing expertise and guidance on clinical research policies and procedures; include pre-award activities (Internal Cost Assessment development and budget negotiations), and post award management (patient care reconciliation, effort and revenue management),which will also include interface and coordination with the CRU's Research Practice Managers (RPM's) and clinical research staff through the Duke Office of Clinical Research. This position will work closely with the Associate Dean for Finance, Associate Dean for Clinical Research, Vice Dean for Finance, and Vice Dean for Clinical Research in developing institutional standards and systems for the conduct of clinical research including education and training, standard operating procedures, and policies; particularly in the areas of financial management, interface between grant/financial administrators and clinical research coordinators, and institutional systems development. Serve as leader to the community of Finance Practice Managers and financial staff who are involved in clinical research by providing oversight and direction.

Work Performed

Serve as an expert resource to the Clinical Research community in areas of financial practices and policies as it relates to the daily operational activities of site-based clinical research: to include financial analysis and reporting, federal regulatory grant compliance, and development of best practices to improve financial management effectiveness in the CRUs.

Specifically support the FPM's, RPM's, and their staff in terms of adherence to University and School of Medicine financial policies and procedures.

Create policies for managing clinical research activity and the development and implementation of standardized business processes of institution-wide policies and practices, to include the flow of funds from site-based clinical research activities, appropriate project invoicing to industry sponsors and account close-out procedures with a strong focus on post-award management to ensure proper compliance with all federal regulations.

Advise and participate on critical implementations impacting the Clinical Research Community; such as the CRMS and ClinCard systems.

Engage the FPM community early in the development process to aid in adoption and support of new initiatives.

Communicate changes in policies and procedures as they occur to ensure proper messaging of the requirements are known.

Work with the Associate Dean of Finance, Associate Dean for Clinical Research, and the Director of Clinical Research, together with the PRMO and Compliance offices to ensure effective management, review and oversight is applied by the CRUs in terms of their use of Maestro Care system.

Serve on workgroups as the SOM Finance Lead on the continual improvement of the Maestro Care system and it's reporting as well as other clinical research IT initiatives.

Serve as financial representative in DOCR by attendance and participation in DOCR leadership meetings.

Serve as primary Liaison for the School of Medicine Finance office to other Research Administration offices including Office of Corporate Research Collaborations (OCRC), Office of Research Administration (ORA) and Office of Sponsored Programs (OSP), central University Treasury Billing Office (TBS), Office of Audit, Risk, and Compliance (OARC), DUHS Compliance, and the SOM Implementation Team for NIH Close-out.

Serve as the lead Finance Trainer in providing educational training opportunities to the clinical research community.

Coordinate and conduct the "On-Boarding" instructional sessions for new FPM's regarding study start-up, budgeting and negotiation, financial analysis and reporting, management of revenue and collections and effort management of clinical research staff as well as the PI.

Work includes coordinating and providing input to other offices (DOCR, OCRC, RCC, and Office of Audit, Risk, and Compliance) into the development of new training programs for the entire research community.

Provide School of Medicine leadership with aggregated financial reporting on the activity within each CRU.

Working with the SOM Finance staff supporting clinical research activities, the reporting and analyses include the items below but will change over time as key strategic initiatives evolve.

Support the establishment of institution-wide standards regarding the appropriate assignment and reporting of faculty and staff effort related to site-based clinical research activities.

Support departments and their CRU's in ensuring they have appropriate systems and procedures to track efforts in the performance of clinical trials.

Ensure proper monitoring and testing of financial transactions for adherence to University and SOM policies and procedures.

Collaborate with the SOM Implementation team on work related to the NIH Close-out and changes to post award processing involving clinical research.

Serve as SOM Finance representative to this critical initiative within Duke University by providing expertise in business processes related to clinical research.

Serve as SOM Finance leader for the CRU RPM and FPMs within the CRU's.

Provide presentations and reports of information as needed to CRU Directors, Chairs, Vice Deans, FPM's, RPM's, as well as other entity leaders and representatives from Duke Hospital, PRMO, PDC, and University.

The above statements describe the general nature and level of the work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of the personnel so classified.

Required Qualifications at this Level

Education/Training

Bachelor's Degree in Finance or Business Administration, Allied Health or Health Administration required.

Master's degree in administration (i.e., Master's degree in Public Health, Business or Health Administration) is desirable.

Experience

Minimum of five years of experience in a progressively responsible management role in clinical research.

Skills

Strongly prefer candidates with expertise in clinical research portfolio management with experience in one or more of the following areas: working with and/or developing a clinical trials management system, contracts and negotiating, Research patient interactions, billing compliance, financial analysis, financial reporting, or post-award grants management.


The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.


Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.


Essential Physical Job Functions

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.