Opperations Manager, V&E

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