Clinical Trial Investigator Grant Forecasting
ftmex fortrea clinical development mexico s der l dec v
📍 Remote🌐 Remote🕐 20d ago🔗 workday
Job Description
**Job Overview:**
The Clinical Trial Investigator Grant Forecasting delivers the defined outcomes associated with maintaining and improving forecasts for investigator grants and related site-level clinical trial payments across the global clinical development portfolio. The role partners closely with Clinical Operations, Study Start-Up, R&D Finance, Budgeting and Contracts to ensure accurate, timely, and audit-ready forecasting that supports trial execution and financial planning.
**Summary of Responsibilities:**
* Delivers the activities associated with the development, continuous improvement, tracking and maintenance of investigator grant forecasting defined process by study, country, site, and milestone/event (e.g., Protocol Synopsis, Final Protocol, SOW and Ongoing)
* Translate protocol assumptions and operational plans (enrollment curves, visit schedules, screen failure rates, dropout rates, timelines) into payment and cash flow forecasts.
* Work with Clinical Operations to reconcile forecast vs. actuals, explain variances, and update assumptions on a regular cadence.
* Monitor and analyze payment drivers (site activation, patient visits, pass-throughs, amendments) to identify forecast risks and opportunities.
* Support the implementation of standardized forecasting methodologies, templates, and controls to improve consistency across studies.
* Ensure alignment between forecasting outputs and financial systems/processes (e.g., accruals, PO coverage, payment schedules, and month-end close needs).
* Support the creation of executive-ready dashboards and reporting (by program, study, region, vendor/CRO) highlighting burn rate, run-rate, and key forecast sensitivities.
* Contribute to scenario planning (e.g., enrollment acceleration/deceleration, country mix changes, protocol amendments) and quantify financial impact.
* Maintain documentation and data traceability to support internal controls, audits, and inspection readiness.
* Identify automation and process improvement opportunities (e.g., data integrations, modeling enhancements) and drive implementation with stakeholders.
* Support technology evaluations and requirements to build a more sustainable IG forecasting capability.
**Qualifications (Minimum Required):**
* Bachelor’s degree in finance, Accounting, Business, Life Sciences, Statistics, or related field.
* Demonstrated ability to build forecasts that tie operational assumptions to financial outcomes.
* Excel skills (scenario modeling) and comfort working with large, multi-study datasets.
* Strong communication skills to align cross-functional stakeholders on assumptions, risks, and updates.
* Detail-oriented, deadline-driven, and able to manage multiple studies/priorities simultaneously.
* Strong project management skills to balance assignments and prioritizations of work
* Fluent English level
**Experience (Minimum Required):**
* 3+ years of experience in clinical trial finance, forecasting, budgeting, grants/payments, or CRO financial management (study, program, or portfolio level).
* Experience with clinical payment/grant systems and/or clinical finance tools (e.g., investigator payment platforms, EDC/CTMS outputs, finance ERP integrations).
* Experience partnering with CROs on investigator grant processes and forecast updates.
* Power BI (or similar) reporting experience.
* Understanding of investigator grant contract structures and common payment terms (start-up fees, per-visit, milestone-based, pass-through handling).
* Knowledge of accrual concepts and monthly close cadence in a regulated environment.
**Please, submit your English resume**
**Remote position**
Learn more about our [EEO & Accommodations request here](https://careers.fortrea.com/us/en/eeo-and-accommodations).