Clinical Trial Investigator, Grant Forecasting

This is a fully remote position, open to applicants in Mexico, +2 more countries.

📋 Description

• Develop, enhance, track, and manage investigator grant forecasting processes based on study, country, site, and milestone/event.

• Convert protocol assumptions and operational plans into payment and cash flow forecasts.

• Reconcile forecasts with actuals in collaboration with Clinical Operations, clarify variances, and regularly update assumptions.

• Monitor and assess payment drivers to recognize forecast risks and opportunities.

• Support uniform forecasting methodologies, templates, and controls across various studies.

• Ensure alignment of forecasting outputs with accruals, PO coverage, payment schedules, and month-end closing processes.

• Develop executive-ready dashboards and reports that showcase burn rate, run-rate, and forecast sensitivities.

• Contribute to scenario planning and assess financial implications.

• Maintain documentation and data traceability for internal controls, audits, and inspection readiness.

• Identify opportunities for automation and process improvements, driving implementation alongside stakeholders.

• Assist in technology evaluations and requirements to establish a sustainable investigator grant forecasting capability.

• Collaborate with Clinical Operations, Study Start-Up, R&D Finance, Budgeting, and Contracts.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Business, Life Sciences, Statistics, or a related field.

• Proven ability to create forecasts that connect operational assumptions to financial outcomes.

• Proficient in Excel (scenario modeling) and comfortable managing large, multi-study datasets.

• Excellent communication skills to align cross-functional stakeholders on assumptions, risks, and updates.

• Detail-oriented, deadline-driven, and capable of managing multiple studies/priorities concurrently.

• Strong project management skills to effectively balance assignments and prioritize tasks.

• Fluent in English.

• Over 3 years of experience in clinical trial finance, forecasting, budgeting, grants/payments, or CRO financial management at the study, program, or portfolio level.

• Familiarity with clinical payment/grant systems and/or clinical finance tools (e.g., investigator payment platforms, EDC/CTMS outputs, finance ERP integrations).

• Experience collaborating with CROs on investigator grant processes and forecast updates.

• Proficient in Power BI (or similar) reporting tools.

• 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 the monthly closing cadence in a regulated environment.

🏝️ Benefits

• Please submit your resume in English.