Clinical Trial Investigator Grant Forecasting
Mexico City - Mexico
Job Summary
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):
- Bachelors 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.