Description: You will own the financial heartbeat of our research portfolio—setting up projects in internal systems, forecasting and recognizing revenue with precision, and governing billing, contracts, and subscriptions. As the operational nexus across Delivery, Finance, and Sales Ops, you will translate delivery plans into predictable financial outcomes, strengthen controls, and automate reporting. Your impact will improve forecast accuracy, reduce DSO, and increase margin transparency, enabling faster, data-driven decisions.

• Project Setup & Governance: Configure projects (client, product, pricing, billing, revenue schedules); ensure SOW alignment and data integrity; manage change orders/extensions.
• Revenue Forecasting & Recognition: Update weekly/monthly/quarterly revenue forecasts by project/product; validate recognition entries; reconcile forecast vs. actuals and analyze variances; publish Quarterly Revenue by Products and support QB reporting.
• Billing & Expenses: Validate project expenses and vendor invoices; approve draft client invoices; manage collections and resolve discrepancies; maintain the Invoice Payment Tracker.
• Contract QA: Perform SOW QA at kickoff and change events; maintain SOW Tracker; manage renewals/amendments.
• Vendor Subscriptions: Oversee lifecycle (onboarding, renewals, rate/quantity updates, cancellations); validate charges vs. contracts/budget; coordinate with Procurement/AP.
• Operational Controls & Reporting: Maintain Invoice/Project/SOW trackers and pricing tool; deliver recurring reports (Quarterly Revenue by Products, Weekly DU, QB, ETC/PIT, Provider Services Friday) and ad hoc analyses within SLAs.
• Stakeholder & Risk Management: Serve as primary ops contact; escalate and mitigate risks to revenue, margin, billing, or scope; support audits and documentation.

• Advanced Excel (Power Pivot, analysis/visualization, macros); advanced Word and PowerPoint
• Exceptional analytical, communication, and presentation skills
• Strong business acumen; ability to translate business needs into data requirements
• Project management: critical thinking, prioritization, and stakeholder communication
• Financial acumen: forecasting, revenue recognition, variance and margin analysis
• Rigorous QA and data integrity mindset; high attention to detail
• Ability to turn data into actions; experience with dashboards and automation
• Continuous process improvement across recurring and ad hoc work; strong cross-functional collaboration

• Bachelor’s in finance, Accounting, Business, or related; MBA or PMP/CPA/CMA preferred, with 2-3 years of experience of which a minimum of 1 + years in finance operations/project management.
• Overall good academic track record.

At ISG, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our employees, our clients, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. ISG is proud to be an equal opportunity workplace, and we are committed to creating an inclusive environment for all employees. The more diverse and inclusive we are, the better our work will be. The duties and responsibilities described in this job description may not be a comprehensive list. Additional tasks may be assigned to the employee from time to time and/or the scope of the job may change as necessitated by business demands.