Clinical Trial Investigator Grant Forecasting

Work Schedule

Environmental Conditions

Job Description

• 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.

• Bachelors degree in finance Accounting Business Life Sciences Statistics or related field.
• 3 years of experience in clinical trial finance forecasting budgeting grants/payments or CRO financial management (study program or portfolio level).
• 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

• 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.

• Strong forecasting modeling and analytical capability
• Forecasting and financial modeling
• Clinical trial operations understanding (site activation enrollment visit schedules)
• Commitment to data integrity compliance and transparency
• Enterprise thinking and collaboration across global teams
• Continuous improvement and innovation mindset

• Forecast accuracy and timeliness (regular refresh cadence clear variance explanations)
• Strong alignment between operational plans and financial outlook
• Consistent methodology across studies and regions
• Improved transparency for leadership (dashboards drivers scenario impacts)
• Audit-ready documentation and traceability.

• Internal: Clinical Operations Study Start-Up Clinical Trial Management R&D Finance Procurement Contracts/Legal Portfolio Management
• External: CRO finance teams investigator payment vendors

• All daytoday supervision resource management and performance evaluation are the responsibility of the FSP provider