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Clinical Trial Investigator Grant Forecasting

Fortrea
Posted a month ago, valid for 8 days
Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The Clinical Trial Investigator Grant Forecasting role focuses on maintaining and improving forecasts for investigator grants and site-level clinical trial payments across the global clinical development portfolio.
  • This position requires a minimum of 3 years of experience in clinical trial finance, forecasting, budgeting, or related fields, along with a bachelor's degree in finance, accounting, business, life sciences, or a similar discipline.
  • Key responsibilities include translating operational plans into payment forecasts, reconciling forecasts with actuals, and supporting standardized forecasting methodologies.
  • The role offers a competitive salary of $80,000 to $100,000, depending on experience, and involves collaboration with cross-functional teams to ensure accurate financial planning.
  • Candidates should possess strong Excel skills, project management abilities, and experience with clinical payment systems, as well as strong communication skills to align stakeholders.

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):

  • Bachelor’s 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

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By applying, a Fortrea account will be created for you. Fortrea's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.