Senior FP&A Commercial & Operations Analyst

Jobtailor; Massachusetts; On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in Massachusetts seeks an FP&A professional to partner with Finance, Commercial, and Marketing to deliver insights and reporting that drive business growth.

The role analyzes sales performance, monitors pipeline health, and forecasts trends, producing dashboards with Power BI or Tableau and supporting planning and compensation alignment.

Qualifications

• 3–5 years of experience in FP&A, commercial finance, business operations, or another analytical function.
• Experience supporting commercial, sales, or marketing teams through financial analysis, reporting, or operational support.
• Understanding of sales pipelines, CRM platforms such as Salesforce or HubSpot, and commercial performance metrics.
• Strong analytical and problem-solving skills with the ability to work confidently with large datasets.
• Advanced Excel skills and experience with business intelligence tools such as Power BI or Tableau.
• Excellent communication skills with the ability to present complex information clearly to a variety of stakeholders.
• Strong organizational skills and the ability to manage multiple priorities in a fast-moving environment.

Responsibilities

• Partner closely with Finance, Commercial, and Marketing leaders to provide insights and reporting that drive business growth.
• Analyze sales performance, monitoring pipeline health, improving commercial reporting, and supporting operational processes that enable better business decisions.
• Develop and maintain reporting that provides visibility into sales pipeline, commercial performance, and key business metrics.
• Analyze sales funnel performance, conversion rates, deal progression, and forecasting trends to identify opportunities and risks.
• Produce reporting on new business, renewals, and commercial activity to support forecasting and financial planning.
• Monitor commercial KPIs, including lead generation, win rates, client retention, and sales performance against targets.
• Support sales incentive reporting and help ensure performance metrics align with compensation programs.
• Identify trends, exceptions, and opportunities within commercial data and presenting actionable insights to business leaders.
• Contribute to the continuous improvement of reporting tools, dashboards, and commercial operations.

Skills

FP&A Experience

Sales Pipeline Analysis

Advanced Excel Skills

Analytical Thinking

Excellent Communication

Organizational Skills

Problem-Solving

Tools

Salesforce

HubSpot

Power BI

Tableau

Job description

• Partner closely with Finance, Commercial, and Marketing leaders to provide the insights and reporting that help drive business growth.


• Analyze sales performance, monitoring pipeline health, improving commercial reporting, and supporting operational processes that enable better business decisions.


• Develop and maintain reporting that provides visibility into sales pipeline, commercial performance, and key business metrics.


• Analyze sales funnel performance, conversion rates, deal progression, and forecasting trends to identify opportunities and risks.


• Produce reporting on new business, renewals, and commercial activity to support forecasting and financial planning.


• Monitor commercial KPIs, including lead generation, win rates, client retention, and sales performance against targets.


• Support sales incentive reporting and help ensure performance metrics align with compensation programs.


• Identify trends, exceptions, and opportunities within commercial data and presenting actionable insights to business leaders.


• Contribute to the continuous improvement of reporting tools, dashboards, and commercial operations.

Requirements

• 3–5 years of experience in FP&A, commercial finance, business operations, or another analytical business function.


• Experience supporting commercial, sales, or marketing teams through financial analysis, reporting, or operational support.


• Understanding of sales pipelines, CRM platforms such as Salesforce or HubSpot, and commercial performance metrics.


• Strong analytical and problem-solving skills with the ability to work confidently with large datasets.


• Advanced Excel skills and experience with business intelligence tools such as Power BI or Tableau.


• Excellent communication skills with the ability to present complex information clearly to a variety of stakeholders.


• Strong organizational skills and the ability to manage multiple priorities in a fast-moving environment.

Core Competencies

Demonstrates expertise in financial analysis, reporting, and operational support to drive business growth, with a strong focus on sales performance metrics and commercial insights. Proficient in utilizing advanced Excel and business intelligence tools to analyze large datasets and present actionable insights to stakeholders.

Highest-signal resume keywords

• FP&A Experience


• Sales Pipeline Analysis


• Advanced Excel Skills


• Business Intelligence Tools


• Strong Analytical Skills

ATS Optimization Keywords

Hard Skills

• Financial Analysis


• Sales Performance Metrics


• Commercial Reporting


• Data Analysis


• Forecasting Trends

Soft Skills

• Excellent Communication Skills


• Strong Organizational Skills


• Problem-Solving Skills

Industry Keywords

• Commercial Finance


• Business Operations


• Sales Funnel Performance


• KPI Monitoring


• Lead Generation

Tools & Technologies

• Salesforce


• HubSpot


• Power BI


• Tableau