Senior FP&A, Commercial and Operations

Lumanity

$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years in FP&A, commercial finance, or business operations.
  • Experience providing financial analysis and operational support to sales or marketing teams.
  • Familiarity with sales pipelines and CRM platforms like Salesforce or HubSpot.
  • Strong analytical skills for handling large datasets.
  • Advanced competence in Excel and familiarity with BI tools like Power BI or Tableau.
  • Effective communication skills for presenting complex data to stakeholders.
  • Organizational skills to manage several priorities in a dynamic setting.

Responsibilities

  • Develop and maintain sales reporting to enhance visibility into key metrics.
  • Analyze performance metrics to pinpoint opportunities and risks.
  • Produce reports on new business and sales for financial forecasting.
  • Monitor critical commercial KPIs like lead generation and sales performance.
  • Collaborate with cross-functional teams to enhance reporting accuracy and data quality.
  • Support sales incentive reporting to align performance with compensation.
  • Present actionable insights to leadership based on commercial data analysis.
  • Contribute to the enhancement of reporting tools and dashboards.

Benefits

  • Comprehensive health and wellness benefits.
  • 401(k) plan with employer matching.
  • Flexible paid time off and 10 paid holidays.
  • Health savings account options with employer contributions.
  • Employee Assistance Program for support services.
  • Paid short and long-term disability coverage.
  • Company-paid life insurance at 1.5x salary.
  • Paid parental leave and additional benefits.
Full Job Description
Responsibilities / Position overview

We're looking for a commercially minded Senior Analyst to join our Commercial Finance team. In this role, you'll partner closely with Finance, Commercial, and Marketing leaders to provide the insights and reporting that help drive business growth.

You'll play a key role in analyzing sales performance, monitoring pipeline health, improving commercial reporting, and supporting operational processes that enable better business decisions. This is an excellent opportunity for someone with experience in FP&A, commercial finance, or business operations who enjoys working with data, solving problems, and influencing business performance in a collaborative, fast-paced consulting environment.

As a Senior Analyst, you'll help transform commercial data into meaningful business insights by:
  • Developing and maintaining reporting that provides visibility into sales pipeline, commercial performance, and key business metrics.
  • Analyzing sales funnel performance, conversion rates, deal progression, and forecasting trends to identify opportunities and risks.
  • Producing reporting on new business, renewals, and commercial activity to support forecasting and financial planning.
  • Monitoring commercial KPIs, including lead generation, win rates, client retention, and sales performance against targets.
  • Partnering with Commercial, Marketing, and Finance teams to improve reporting accuracy, CRM data quality, and commercial processes.
  • Supporting sales incentive reporting and helping ensure performance metrics align with compensation programs.
  • Identifying trends, exceptions, and opportunities within commercial data and presenting actionable insights to business leaders.
  • Contributing to the continuous improvement of reporting tools, dashboards, and commercial operations.


Qualifications

  • 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.


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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