[Hiring] Clinical Trial Investigator Grant Forecasting @Fortrea

Role Description

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.

• 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).
• Translates protocol assumptions and operational plans (enrollment curves, visit schedules, screen failure rates, dropout rates, timelines) into payment and cash flow forecasts.
• Works with Clinical Operations to reconcile forecast vs. actuals, explain variances, and update assumptions on a regular cadence.
• Monitors and analyzes payment drivers (site activation, patient visits, pass-throughs, amendments) to identify forecast risks and opportunities.
• Supports the implementation of standardized forecasting methodologies, templates, and controls to improve consistency across studies.
• Ensures alignment between forecasting outputs and financial systems/processes (e.g., accruals, PO coverage, payment schedules, and month-end close needs).
• Supports the creation of executive-ready dashboards and reporting (by program, study, region, vendor/CRO) highlighting burn rate, run-rate, and key forecast sensitivities.
• Contributes to scenario planning (e.g., enrollment acceleration/deceleration, country mix changes, protocol amendments) and quantifies financial impact.
• Maintains documentation and data traceability to support internal controls, audits, and inspection readiness.
• Identifies automation and process improvement opportunities (e.g., data integrations, modeling enhancements) and drives implementation with stakeholders.
• Supports technology evaluations and requirements to build a more sustainable IG forecasting capability.

Qualifications

• 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.

Requirements

• 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.

Benefits

• Remote position.
• Please, submit your English resume.
• Learn more about our EEO & Accommodations request here.