- Location
- Mexico City · San Jose · São Paulo
- Workplace
- Remote
- Type
- Full-time
- Department
- Healthcare
- Experience
- 3+ years
- Source
- Workday
Description
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
Remote position
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