Senior Manager, FP&A & Sales Operations

Sponsor Finder; Boston; Vor Ort; GBP 132.000 - 151.000; Vollzeit

Benefits dieser Stelle

Performance bonus

Benefits package

Zusammenfassung

ClearView Healthcare Partners is seeking a Senior Manager to bridge FP&A and Sales Operations. You will design systems linking forecasts to staffing, model compensation, and deliver real-time profitability insights down to the project level.

Ideal candidates bring 8+ years in FP&A or related fields, with advanced Excel and BI tool proficiency, and a track record building scalable financial models and capacity plans. This role centers on professional services and strategic growth initiatives.

Qualifikationen

• 8+ years in FP&A, corporate finance, or sales/revenue operations—ideally within professional services, consulting, or a private-equity-backed company.
• Bachelor's degree in Finance, Economics, Accounting, or a related field
• Track record of building financial models and capacity/resource-planning frameworks from scratch, not just maintaining existing ones.
• Experience designing or administering compensation and incentive structures.
• Exposure to M&A or transaction diligence strongly preferred.
• Advanced Excel; fluency with BI tools (Power BI, Tableau) and CRM/PSA systems.
• A confident cross-functional communicator, comfortable presenting to the CFO and leadership.
• High tolerance for ambiguity and energized by building structure where none currently exists.

Aufgaben

• Build budgets and rolling forecasts for revenue, utilization, and headcount that connect pipeline, staffing capacity, and targets.
• Partner with practice leads and HR/Recruiting to translate staffing plans into capacity models.
• Run scenario analyses to inform hiring, staffing mix, and growth investments.
• Design data and analytics for compensation and incentive decisions, including bonus pools and utilization-linked incentives.
• Develop the sales operations backbone: pipeline reporting, win-rate analytics, and pricing/margin analysis.
• Standardize how deal economics roll up into firm-wide forecasts and compensation calculations.
• Own project-level profitability reporting (margin, utilization, cost-to-serve) and translate to portfolio-level views.
• Create dashboards with IT to give leadership real-time profitability visibility by portfolio, practice, and product.

Kenntnisse

FP&A

Corporate finance

Sales operations

Advanced Excel

Power BI

Tableau

CRM/PSA systems

Cross-functional communication

Ausbildung

Bachelor’s degree in Finance/Economics/Accounting

Tools

Power BI

Tableau

CRM/PSA systems

Jobbeschreibung

CompanyOverview

ClearView Healthcare Partners is a premier life sciences strategy consulting firm headquartered in Boston, with offices in San Francisco, New York City, London, Zurich and Gurgaon. Serving clients in the biopharmaceutical, medical device, and diagnostic spaces, we provide world-class strategic decision-making support across a diverse range of business issues. Our goal is to inform actionable recommendations that allow companies to achieve their business objectives.

Role Overview

ClearView is hiring a Senior Manager to sit at the intersection of FP&A and Sales Operations. A builder, not a caretaker. This person will design and stand up the systems that connect financial forecasting to staffing capacity, translate deal and utilization data into compensation and incentive structures, and give leadership a real-time read on profitability down to the project, practice, and product level.

Responsibilities

Financial Budget/Forecasting & Capacity Planning

• Help build and manage budget to actual rolling revenue, utilization, and headcount forecasts that connect pipeline, staffing capacity, and financial targets.
• Partner with practice leads and HR/Recruiting to turn staffing plans into forward-looking capacity models.
• Run scenario and sensitivity analyses to inform hiring, staffing mix, and growth investment decisions.

Compensation Structure & Sales Operations

• Build the data and analytics that inform compensation and incentive decisions — bonus pools, utilization-linked incentives, business-development credit and assist HR/Finance and practice leadership in maintaining the framework.
• Build the sales operations backbone: pipeline reporting, win-rate analytics, and pricing/margin analysis.
• Standardize how deal economics roll up into firm-wide forecasts and compensation calculations.

Profitability & Staffing Efficiency, by Practice

• Own project-level profitability reporting — realized rates, margin, staffing efficiency, variance to plan and roll it up into practice- and product-level views.
• Track staffing efficiency by practice: utilization, staffing mix, and cost-to-serve relative to revenue, flagging where a practice’s economics are drifting from plan.
• Work with IT to build dashboards that give leadership real-time visibility into profitability from the portfolio level down to each practice and product.

Transaction & Diligence Readiness

• Assist Finance team to prepare financial, operational, and sales data infrastructure to withstand institutional diligence scrutiny.
• Support the CFO and outside advisors on diligence requests, data-room materials, and Q&A during a transaction process.

Systems & Process Infrastructure

• Evaluate and help implement or optimize FP&A, BI, and sales ops tooling (e.g., Power BI/Tableau, CRM, PSA/resource-management systems).

Qualifications

• 8+ years in FP&A, corporate finance, or sales/revenue operations — ideally within professional services, consulting, or a private-equity-backed company.
• Bachelor's degree in Finance, Economics, Accounting, or a related field
• Track record of building financial models and capacity/resource-planning frameworks from scratch, not just maintaining existing ones.
• Experience designing or administering compensation and incentive structures.
• Exposure to M&A or transaction diligence (buy-side or sell-side) strongly preferred.
• Advanced Excel; fluency with BI tools (Power BI, Tableau) and CRM/PSA systems.
• A confident cross-functional communicator, comfortable presenting directly to the CFO and firm leadership.
• High tolerance for ambiguity and energized by building structure where none currently exists.

The salary range for this position is $175,000 - $200,000 annually. Actual compensation will be determined based on experience, skills, qualifications, and location. In addition to the base salary, you will be eligible for an annual discretionary performance bonus, and a comprehensive benefits package.

What We Value

We recognize that not every candidate will meet every qualification listed.

We value curiosity, a growth mindset, and a commitment to collaboration.

Equal Opportunity Employer

ClearView Healthcare Partners ("CV") is an Equal Opportunity employer. All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.