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: 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.