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Clinical Trial Investigator Grant Forecasting

Fortrea


Job Location:

Mexico City - Mexico

Monthly Salary: Not provided by the employer
Posted: 23 August 2026 (30+ days ago)
Application Deadline: 20 November 2026
Vacancies: 1 Vacancy

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

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