Opperations Manager, V&E

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:

• BridgeMedical

• 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.