[Hiring] Operations Manager @Red Nucleus

Role Description

• 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.

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.

Requirements

• 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.