Contracts & Budget Manager

OVERVIEW

The Contracts & Budget Manager, Trial Interactive is responsible for designing, implementing and overseeing client financial budgets. Confirming contracts are maximized and ensuring billing accuracy monthly. This role works closely with Business Development and Project Manager (PM)/Customer Success Managers (CSM). This role will partner with other department leaders to support and document processes and gain efficiencies for the contracting and financial lifecycle of our contracts.

DESCRIPTION

• Ensure compliance with our contracting process, templates, and guidance.
• Review all terms and conditions for contracts while ensuring terms align with agreed responsibilities and deliverables.
• Responsible for reviewing key contract billing metrics and working with team to improve results.
• Assists in drafting and implementing processes and procedures that will improve efficiency and strengthen internal controls.
• Review billing monthly and confirm budget trackers are in line with client invoices and contracts are fully maximized.
• Assist in month end reconciliation activities.
• Work with PM/Customer Success Managers to ensure the accurate and timely submission of invoices.
• Review and analyze Job Cost Reports for invoice validation and research discrepancies.
• Prepare ad hoc reports as needed.
• Ability to analyze accounts and determine next appropriate action for account resolution with PM/CSM and Sales.
• Serve as liaison and act as Point of Contact with Business Development and Operations teams and monitor service requests and handle them within internal SLAs.
• Build budget trackers for new and existing clients
• Complete all other tasks that are deemed appropriate for this role and assigned by the manager/supervisor

REQUIRED SKILLS

• Financial Acumen: Solid understanding of financial principles, including budgeting, forecasting and financial analysis.
• Proficiency in drafting and understanding contract language
• Excellent attention to detail and analytical skills.
• Ability to work under pressure and meet deadlines.
• Aptitude for forging strong partnerships across the organization including operations, business development, production, and quality.
• Capability to apply strong problem-solving skill, using sound data and evidence.

REQUIRED EXPERIENCE AND QUALIFICATIONS

• A minimum of bachelor’s degree in business, accounting, finance, or equivalent experience
• 5 years of experience in contracts
• Experience in contract analysis, billing, and financial reviews
• Advanced Excel Skills

DESIRED SKILLS AND EXPERIENCE

• Leadership and/or management experience a plus