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Fortrea

Clinical Trial Investigator Grant Forecasting

Posted 19 Days Ago
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In-Office
San Jose, CA, USA
Mid level
In-Office
San Jose, CA, USA
Mid level
Forecast investigator grants and clinical trial site payments across global studies. Translate protocol and operational assumptions into payment and cash-flow forecasts, reconcile forecasts with actuals, analyze payment drivers and variances, support accruals and month-end close, build executive dashboards, conduct scenario planning, maintain audit-ready documentation, and improve forecasting processes and technology in partnership with Clinical Operations, Finance, Contracts, and CROs.
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Job Overview:

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.

    Summary of Responsibilities:

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

    Qualifications (Minimum Required):

    • 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

    Experience (Minimum Required):

    • 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.

    Please, submit your English resume

    Remote position

    Learn more about our EEO & Accommodations request here.

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