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AI Summary
The role focuses on creating and maintaining weekly revenue forecasts and managing financial operations for various business units. Key duties include supporting month-end close activities, managing accruals, and coordinating monthly invoicing processes.
Financial Operations & Revenue Forecasting Contractor
Key Responsibilities
Revenue Forecast Creation (Weekly)
- Create and maintain weekly revenue forecasts in Excel for Finance and Executive Leadership review.
- Develop new forecast versions each Monday and Wednesday following Business Development meetings.
- Review and update backlog line items for forecast changes and project updates.
- Export and incorporate CRM pipeline updates into forecasting models.
- Coordinate with internal stakeholders to confirm forecast accuracy and major updates.
- Distribute updated forecasts to leadership and finance stakeholders for review.
- Support operational reporting by preparing updated pipeline details for weekly operations reviews.
- Provide finalized forecast data for dashboard reporting updates.
Forecasting & Business Unit Alignment
- Maintain alignment between backlog contracts, accrual sheets, and business unit classifications, including:
- Bridge Medical
- Health Economics and Outcomes Research (HEOR)
- Integrated Access Solutions (IAS)
- Access Deployment Solutions (ADS)
- Ensure project and revenue categorization accuracy across systems and reports.
Accrual Forecast Support (Bi-Monthly & Monthly)
- Confirm latest backlog and pipeline forecasts are finalized prior to finance review meetings.
- Coordinate with internal teams to validate accrual estimates and revenue projections.
- Support month-end booking and accrual activities by ensuring estimates are accurate and finalized.
- Review Legacy MACS project estimates within KTT for consistency with forecasted revenue.
- Partner with Finance stakeholders to reconcile accrual estimates and forecasting data.
Month-End Close Support
- Provide month-end financial data and reporting support to the Finance team.
- Assist with accrual preparation and reconciliation activities.
- Support internal project hour tracking and validation for accrual processing.
Invoicing Support
- Support monthly invoicing processes in collaboration with account leads and finance partners.
- Assist with time and materials (T&M) invoicing for designated client accounts.
- Pull and validate monthly project hours with internal teams prior to billing submission.
- Provide approved billing amounts and supporting documentation to finance contacts.
Required Qualifications
- Experience supporting financial forecasting, revenue tracking, accruals, or financial operations.
- Advanced proficiency in Microsoft Excel.
- Experience working with CRM systems and project accounting tools.
- Strong analytical, organizational, and communication skills.
- Ability to manage multiple deadlines in a fast-paced environment.
- High attention to detail and accuracy in financial reporting.
Preferred Qualifications
- Experience with project-based financial forecasting.
- Familiarity with Kantata, Dynamics, Salesforce, or similar financial/project management systems.
- Experience supporting month-end close and invoicing processes.
- Understanding of backlog management and revenue recognition concepts.
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