- Create customer proposal pricing from RFPs and internal inputs in accordance with company-approved standards.
- Assist Project Managers with creating or reviewing customer change-in-scope pricing and change orders.
- Coordinate with Business Development and provide updates on the financial details and contracting of proposals and change orders in development.
- Develop pricing and forecast trackers for newly signed projects and provide ongoing project analysis.
- Set up project forecast tracker files and project codes in Oracle NetSuite.
- Advise and assist the Project Management team with monthly billing and forecasting across the project portfolio.
- Reconcile project billing at contract closeout.
- Analyze financial data and provide forecasting support.
- Review customer profitability and develop reporting on profitability, staff utilization, and staff resourcing.
- Prepare ad hoc reports for Marketing, Business Development, and Clinical Trials Operations, and monitor monthly employee time reporting.
Financial analysis