Forecast Analyst, Clinical Trial Payments & Cost Forecasting

IQVIA•Wayne, PA

13d

About The Position

IQVIA is seeking a Forecast Analyst to join the Investigator Cost Forecasting team. The role develops, maintains, and analyzes financial forecasts related to clinical trial investigator payments and study costs. The analyst serves as a subject matter expert for forecasting activities, partnering with internal teams and external stakeholders to support accurate financial projections throughout the clinical trial lifecycle. The position prepares and delivers forecast reports, compares forecast performance with actual study data, maintains forecasting assumptions, and supports improvements to forecasting processes and systems. It combines financial analysis, clinical trial knowledge, stakeholder management, and data-driven decision-making to support operational excellence and client satisfaction.

Requirements

Bachelor's degree in Finance, Accounting, Business, Statistics, Information Technology, or a related field.
2–3 years of relevant experience in financial analysis, forecasting, reporting, or clinical trial operations.
Experience developing, maintaining, and analyzing financial forecasts.
Experience working with large datasets and performing data validation and reconciliation.
Strong analytical and quantitative problem-solving abilities.
Advanced Microsoft Excel skills, including pivot tables, formulas, data analysis, and reporting.
Strong attention to detail and commitment to data accuracy.
Excellent organizational and documentation skills.
Effective verbal and written communication skills with a customer-focused mindset.
Ability to manage multiple priorities and meet deadlines in a dynamic environment.
Strong interpersonal skills and ability to collaborate across cross-functional teams.
Ability to work independently while contributing effectively within a team environment.
Proficiency with Microsoft Office applications and other business systems.
Ability to quickly learn new technologies, reporting tools, and forecasting systems.
Flexibility and adaptability to changing business needs.

Nice To Haves

Knowledge of clinical trial processes, including investigator contracts, site payments, and essential site documentation.
Experience with financial forecasting, accrual reporting, and budget analysis.
Experience using business intelligence and reporting platforms such as MicroStrategy, Spotfire, Business Objects, or similar tools.

Responsibilities

Develop and maintain forecasting assumptions for assigned clinical trials.
Build and manage investigator payment and study cost forecasts throughout each study.
Analyze forecast outputs and validate results against actual payment and operational data.
Identify forecast variances and recommend adjustments to improve accuracy.
Support financial forecasting, accrual reporting, and budget analysis activities.
Partner with internal teams and external clients to understand study-specific forecasting requirements.
Gather and interpret information for forecast development and ongoing maintenance.
Serve as a primary point of contact for forecasting questions and reporting requests.
Communicate forecast assumptions, methodologies, and findings to stakeholders.
Produce, review, and distribute forecast reports to internal and external stakeholders.
Develop and analyze ad hoc reports to support business and client needs.
Work with technology teams to ensure accurate implementation of forecast assumptions and reporting requirements.
Use reporting and business intelligence tools to analyze trends and provide insights.
Support improvements to forecasting methodology, reporting capabilities, and operational efficiency.
Participate in testing and implementation of forecast enhancements and system improvements.
Contribute to standardization efforts and best practices within the Investigator Cost Forecasting team.
Support operational excellence initiatives across the organization.
Assist with special projects and business initiatives as needed and perform other duties as assigned.