FP&A Commercial and Operations Director

Responsibilities

• Develop and own Lumanity's commercial reporting framework, delivering meaningful insights into sales performance, pipeline health, forecasting, and business growth.
• Create executive dashboards and performance metrics that enable timely, data-driven decision-making across Commercial, Marketing, Finance, and Executive Leadership.
• 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, ensuring consistent CRM governance, pipeline integrity, and high-quality commercial data.
• 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 and performance against business targets.
• Drive continuous improvement by implementing scalable reporting, governance, and operational best practices.

Qualifications

• 8–12+ years of progressive experience in FP&A, commercial finance, business operations, or a related discipline, with significant experience supporting a professional services or consulting organization.
• 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, with 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, with the ability to synthesize complex datasets into clear, actionable insights.
• Outstanding communication and stakeholder management skills, with experience presenting findings and recommendations to executive leadership.
• A self-starter mindset with the ability to operate independently, drive continuous improvement, and build structure within a fast-paced, evolving environment.