Responsibilities / Position overviewWe 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.
QualificationsWe'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.
BenefitsWe 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
