Opperations Manager, V&E

Red Nucleus

33d

About The Position

This role focuses on financial operations and revenue forecasting, requiring a contractor to manage weekly revenue forecasts, support operational reporting, ensure alignment between financial data and business units, assist with accrual forecasting and month-end close, and support invoicing processes. The position demands advanced Excel skills, CRM experience, and strong analytical and communication abilities in a fast-paced environment.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.
Maintain alignment between backlog contracts, accrual sheets, and business unit classifications (Bridge Medical, HEOR, IAS, ADS).
Ensure project and revenue categorization accuracy across systems and reports.
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.
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.
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.