The Operations Manager is responsible for creating revenue forecasts, managing financial reporting, supporting month-end close, and facilitating invoicing processes while ensuring alignment of financial data across departments.
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.
Similar Jobs
Consumer Web • Digital Media • eCommerce • Information Technology • Sports
The Client Success Rep ensures customer satisfaction by addressing technical inquiries, resolving client issues, and suggesting software enhancements. Responsibilities include maintaining customer documentation and collaborating with team members for issue resolution.
Top Skills:
Google Merchant CenterGoogle ShoppingGoogle Suites
Artificial Intelligence • Legal Tech • Software
Prospect and close deals by managing the sales cycle for an AI legal tech platform, while gathering market insights.
Top Skills:
ApolloHubspot
Healthtech • Information Technology • Mobile • Productivity • Software • Analytics • Telehealth
The Community Marketing Manager at Doximity will build and scale physician engagement communities, manage strategic relationships, advocate for physician insights, and measure community impact while collaborating with cross-functional teams.
Top Skills:
AirtableCrm PlatformsHubspot
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
