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FP&A Commercial and Operations Director

Role overview

Qualifications

  • 8–12+ years of progressive experience in FPA, commercial finance, business operations, or a related discipline
  • Proven success partnering with Commercial, Sales, and Marketing leaders
  • Deep understanding of sales pipeline management, CRM reporting, and commercial metrics
  • Exceptional analytical, financial modeling, and problem-solving skills

Responsibilities

  • Develop and own Lumanity's commercial reporting framework
  • Create executive dashboards and performance metrics
  • Monitor key commercial KPIs including pipeline conversion and sales performance
  • Partner with Commercial, Marketing, and Finance leaders to optimize forecasting and revenue planning

About the company

Lumanity logo

Lumanity

Management Consulting

Lumanity applies incisive thinking and decisive action to cut through complex situations and deliver transformative outcomes to accelerate and optimize access to medical advances. With deep experience in medical, commercial, and regulatory affairs, Lumanity transforms data and information into real-world insights and evidence that powers successful commercialization and empowers patients, providers, payers, and regulators to take timely and decisive action.

Company details

IndustryManagement Consulting
Company size1001 - 5000

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Job description

Overview/About Lumanity:

Lumanity is dedicated to improving health outcomes by accelerating and optimizing access to life-changing medicines. As a global strategic partner that brings together strategy, evidence, engagement, and technology, we were designed to engineer breakthrough value to tackle our clients’ toughest challenges by revolutionizing how value is generated, demonstrated, and communicated.

Responsibilities / Position overview:

We are seeking a commercially minded FP&A Commercial & Operations Director to play a pivotal role in driving the performance of our global Commercial and Marketing functions. Reporting to the CFO/COO, you'll combine financial insight, commercial analytics, and operational excellence to provide leadership with the data and processes needed to accelerate growth and improve decision-making.

 

As the FP&A Commercial & Operations Director, you will:

  • 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 keycommercial 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:

We're looking for a commercially minded finance leader who thrives on turning complex data into strategic insight and building the operational foundations that enable business growth. Additionally, you will need:

 

  • 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.
Benefits:

We offer our employees a comprehensive benefits package that focuses on what matters to you – health and well-being, personal finances, professional development, and a healthy work/life balance:

 

  • Competitive salary plus bonus scheme
  • Medical, dental, and vision insurance options
  • 401(k) plan with employer match
  • Flexible paid time off program + 10 paid holidays
  • Flexible spending accounts for health and dependent care
  • Health savings account option with employer contribution
  • Employee Assistance Program
  • Paid short-term and long-term disability coverage
  • Company-paid life insurance coverage at 1.5x annual salary
  • Paid parental leave and more

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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