Clinical Trial Investigator, Grant Forecasting

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

📋 Description

• Develop, enhance, monitor, and maintain forecasting processes for investigator grants by study, country, site, and milestone/event.

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

• Reconcile forecasts with actual results in collaboration with Clinical Operations, clarify discrepancies, and regularly update assumptions.

• Monitor and evaluate payment drivers to pinpoint risks and opportunities in forecasting.

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

• Ensure alignment of forecasting outputs with accruals, purchase-order coverage, payment timelines, and month-end closing requirements.

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

• Participate in scenario planning and assess financial impacts.

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

• Identify and implement automation and process improvement opportunities in collaboration with stakeholders.

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

• Collaborate with Clinical Operations, Study Start-Up, R&D Finance, Budgeting, Contracts, CRO finance teams, and investigator payment vendors.

⛳️ Requirements

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

• Over 3 years of experience in clinical trial finance, forecasting, budgeting, grants/payments, or CRO financial management.

• Proficient in building forecasts that connect operational assumptions with financial outcomes.

• Strong Excel skills, including scenario modeling capabilities.

• Comfortable working with extensive, multi-study datasets.

• Excellent communication skills for aligning cross-functional stakeholders on assumptions, risks, and updates.

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

• Strong project management abilities.

• Preferred experience with clinical payment/grant systems and/or clinical finance tools.

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

• Preferred familiarity with Power BI or similar reporting tools.

• Preferred understanding of investigator grant contract structures and common payment terms.

• Preferred knowledge of accrual concepts and monthly close processes in a regulated environment.

🏝️ Benefits

• Collaboration and professional development integrated into the everyday experience.

• Reasonable accommodations for individuals with disabilities.

• Equal employment opportunity and consideration without regard to protected characteristics.