FP&A Commercial and Operations Director

Jobtailor; Massachusetts; On-site; USD 140,000 - 210,000; Full time

Job summary

Jobtailor in United States (Massachusetts) is seeking a senior FP&A/Commercial Finance professional to own and evolve the company's commercial reporting framework.

The role focuses on delivering insights into sales performance, forecasting, and revenue growth, building executive dashboards, and coordinating with Sales, Marketing, and Finance leaders.

Candidates should have 8–12+ years of experience, deep CRM/forecasting knowledge, and strong communication to drive business decisions.

Qualifications

• 8–12+ years of progressive experience in FP&A, commercial finance, business operations, or a related discipline.
• Proven success partnering with Commercial, Sales, and Marketing leaders to improve performance, forecasting, and business decision-making.
• Deep understanding of sales pipeline management, CRM reporting, and commercial metrics.
• Experience using platforms such as Salesforce, HubSpot, or similar CRM systems.
• Experience designing and implementing commercial reporting frameworks, governance, and operational processes from the ground up.
• Exceptional analytical, financial modeling, and problem-solving skills.
• Outstanding communication and stakeholder management skills.
• A self-starter mindset with the ability to operate independently.

Responsibilities

• Develop and own the commercial reporting framework.
• Deliver meaningful insights into sales performance, pipeline health, forecasting, and business growth.
• Create executive dashboards and performance metrics.
• Monitor key commercial KPIs, including pipeline conversion, sales performance, lead generation, client acquisition, win rates, and revenue trends.
• Build and continuously improve commercial operating processes.
• Partner with Commercial, Marketing, and Finance leaders to optimize forecasting, revenue planning, and order management processes.
• Develop methodologies to measure the effectiveness and return on investment of marketing and business development initiatives.
• Identify commercial risks, trends, and opportunities through proactive analysis and exception reporting.
• Support the design, tracking, and reporting of sales incentive programs.

Skills

Analytical skills

Financial modeling

Problem-solving

Communication skills

Self-starter mindset

Tools

Salesforce

HubSpot

Job description

• Develop and own Lumanity's commercial reporting framework


• Deliver meaningful insights into sales performance, pipeline health, forecasting, and business growth


• Create executive dashboards and performance metrics


• Monitor key commercial KPIs, including pipeline conversion, sales performance, lead generation, client acquisition, win rates, and revenue trends


• Build and continuously improve commercial operating processes


• Partner with Commercial, Marketing, and Finance leaders to optimize forecasting, revenue planning, and order management processes


• Develop methodologies to measure the effectiveness and return on investment of marketing and business development initiatives


• Identify commercial risks, trends, and opportunities through proactive analysis and exception reporting


• Support the design, tracking, and reporting of sales incentive programs

Requirements

• 8–12+ years of progressive experience in FP&A, commercial finance, business operations, or a related discipline


• Proven success partnering with Commercial, Sales, and Marketing leaders to improve performance, forecasting, and business decision-making


• Deep understanding of sales pipeline management, CRM reporting, and commercial metrics


• Experience using platforms such as Salesforce, HubSpot, or similar CRM systems


• Experience designing and implementing commercial reporting frameworks, governance, and operational processes from the ground up


• Exceptional analytical, financial modeling, and problem-solving skills


• Outstanding communication and stakeholder management skills


• A self-starter mindset with the ability to operate independently

Core Competencies

Demonstrates expertise in developing commercial reporting frameworks and delivering insights into sales performance and forecasting. Proficient in analyzing commercial metrics and optimizing business processes in collaboration with cross-functional teams.

Highest-signal resume keywords

• Commercial Reporting Framework Development


• Sales Pipeline Management


• Financial Modeling


• CRM Systems Experience


• Stakeholder Management

ATS Optimization Keywords

Hard Skills

• Sales Performance Analysis


• Forecasting


• KPI Monitoring


• Business Growth Insights


• Operational Process Improvement

Soft Skills

• Analytical Skills


• Problem-Solving


• Communication Skills


• Self-Starter Mindset

Industry Keywords

• FP&A


• Commercial Finance


• Business Operations


• Lead Generation


• Revenue Planning

Tools & Technologies

• Salesforce


• HubSpot