变更订单经理
Change Order Manager
职位概述:
变更订单经理将负责在项目管理、职能负责人和财务分析师之间开展变更订单预算编制工作,以制定、解释并提供变更订单的差异分析,为向客户汇报做准备。变更订单经理将参与变更订单请求的跟踪和记录工作,以制定部门指标,并定期主导或积极参与内部和客户会议。
该职位的主要职责包括但不限于:
• 与项目管理、财务分析师、职能负责人和其他相关方协作,及时制定出有意义、准确且符合假设变化的高质量变更订单。
• 审核预算中的假设变化,与扩展项目团队合作识别信息缺口和/或差异、独特服务需求,以将信息转化为预算。
• 积极与项目团队及其他关键利益相关者(包括组织内外)沟通,以支持变更订单的及时和准确交付。
• 安排并主持与扩展项目团队的变更订单对齐会议。
• 准备、编辑和定制变更订单文本,准确反映战略信息、假设变化、预算摘要、资源变化和额外财务要求。
• 在适用情况下将供应商和合作伙伴的变更订单纳入主变更订单,同时确保准确性和完整性。
• 确保所有信息准确且清晰,包括假设、描述的过程、从先前执行协议中的变化(包括资源更新、时间线调整、国家/地点/患者变化等)。
• 对财务公式的使用保持细致关注,以确保准确的变更订单,包括但不限于交叉检查、公式审查、合理测试等。
任职资格:
最低要求:
• 科学、财务/会计或相关商业领域的学士学位或同等学历。
其他要求:
• 至少5年在基于Excel的成本工具中进行提案和/或变更订单编制以及变更订单/合同文件编制的经验
• 具备项目预算、财务分析、高级Excel技能
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Position Summary:
The Change Order Manager will lead change order budget creation activities between project management, functional leads, and the financial analysts in order to develop, explain, and provide variance analysis for the change orders in preparation for presentation to the client. The Change Order Manager will contribute to the tracking and record keeping of change order requests in order to develop departmental metrics, and lead and/or actively participate in internal and client calls on a routine basis.
Essential functions of the job include but are not limited to:
• Work collaboratively with project management, financial analysts, functional leads, and other contributing parties in order to produce a high-quality change order which is meaningful, accurate, and in accordance with the changes in assumptions on a timely basis.
• Provide review of changes in assumptions to the budget in order to work with the extended project team to identify information gaps and/or discrepancies, unique service requirements in order to translate information into budgets.
• Actively communicate with the project team and other key stakeholders both within and outside the organization in order to support the timely and accurate delivery of change orders.
• Schedule and lead the change order alignment calls with the extended project team.
• Prepare, edit, and customize change order text to accurately reflect the strategic message, changes in assumptions, budget summaries, changes in resourcing, and additional financial requirements.
• Incorporate vendor and partner change orders into the main change order as applicable while ensuring accuracy and completeness.
• Ensure all information is accurate and clearly stated including assumptions, processes described, changes from prior executed agreements inclusive of resourcing updates, timeline shifts, country/site/patient changes, etc.
• Meticulous attention to the use of financial formulas to ensure an accurate change order which includes, but not limited to: cross checks, formula review, reasonable testing, etc.
Qualifications:
Minimum Required:
• Bachelor’s degree or equivalent in science, finance/accounting or related business field.
Other Required:
• A minimum of 5 years’ experience in proposal and/or change order preparation in an excel based costing tool and preparation of change order/contract documents
• Working knowledge of project budgets, financial analysis, advanced excel skills with a meticulous attention to detail.
Preferred:
• MBA Preferred
• Experience in the CRO industry
Competencies:
• Working knowledge of the life cycle of a project with a solid foundation of how the changes in assumptions impact the costings/budget and financial impact at each stage of the clinical trial.
• Strong Excel/Microsoft Office skills and ability to thrive in a multi-tasking environment.
• Strong financial skills combined with an attention and appreciation to detail.
• High energy and enthusiasm with a strong commitment to exceeding expectations.
• Flexibility and willingness to work on multiple assignments of varying tasks with personnel throughout the organization.
• Ability to learn quickly. Good oral and written communication & interpersonal skills with the ability to connect and build relationships with management and others throughout the organization.
• Exhibits self-motivation and is able to work and plan independently as well as in a team environment.
• Team player with a desire to be an active, long-term participant in the growth of the company.
Travel required
• Travel will be minimal.
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