Operations 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.  

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