Operations Manager, V&E

Role Overview

• 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.
• Confirm latest backlog and pipeline forecasts are finalized prior to finance review meetings.
• Review Legacy MACS project estimates within KTT for consistency with forecasted revenue.
• Assist with accrual preparation and reconciliation activities.
• Support internal project hour tracking and validation for accrual processing.
• Assist with time and materials (T&M) invoicing for designated client accounts.
• Provide approved billing amounts and supporting documentation to finance contacts.

Requirements

• 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.
• 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.

Benefits

• Support operational reporting by preparing updated pipeline details for weekly operations reviews.
• Provide finalized forecast data for dashboard reporting updates.