Work Schedule

Standard (Mon-Fri)

Environmental Conditions

Office

Job Description

Position Summary

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.

Key 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.

Required Qualifications

- Bachelor’s degree in finance, Accounting, Business, Life Sciences, Statistics, or related field.

- 3+ years of experience in clinical trial finance, forecasting, budgeting, grants/payments, or CRO financial management (study, program, or portfolio level).

- 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

Preferred Qualifications

- 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.

Core Competencies

- Strong forecasting, modeling, and analytical capability

- Forecasting and financial modeling

- Clinical trial operations understanding (site activation, enrollment, visit schedules)

- Commitment to data integrity, compliance, and transparency

- Enterprise thinking and collaboration across integral teams

- Continuous improvement and innovation mindset

Key Deliverables / Success Measures

- Forecast accuracy and timeliness (regular refresh cadence, clear variance explanations)

- Strong alignment between operational plans and financial outlook

- Consistent methodology across studies and regions

- Improved transparency for leadership (dashboards, drivers, scenario impacts)

- Audit-ready documentation and traceability.

Working Relationships

- Internal: Clinical Operations, Study Start-Up, Clinical Trial Management, R&D; Finance, Procurement, Contracts/Legal, Portfolio Management

- External: CRO finance teams, investigator payment vendors

Supervision:

- All day‑to‑day supervision, resource management, and performance evaluation are the responsibility of the FSP provider

Why Join Us?

When you join Thermo Fisher Scientific, you become part of a global team that values passion, innovation, and a commitment to scientific excellence. You’ll work in an environment where collaboration and development are part of the everyday experience—and where your contributions truly make a difference.

Apply today to help us deliver tomorrow’s breakthroughs.

📌 Clinical Trial Investigator Grant Forecasting (México)
🏢 Thermo Fisher Scientific
📍 México