Senior FP&A, Commercial

Lumanity

Senior FP&A Analyst driving commercial reporting, forecasting, and sales insights at Lumanity. Supporting healthcare clients through strategy, evidence, engagement, and technology.

Posted 8/24/2026full-timeMorristown • New Jersey • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, reporting, and operational support within commercial environments, with a strong focus on sales pipeline management and performance metrics. Proficient in utilizing business intelligence tools and advanced Excel for data analysis and reporting.

Highest-signal resume keywords

Financial AnalysisSales Pipeline ManagementBusiness Intelligence ToolsAdvanced Excel SkillsCRM Platforms

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningSales Funnel AnalysisCommercial Performance MetricsData AnalysisReportingForecastingKPI MonitoringPerformance Metrics AlignmentTrend IdentificationOperational Support

Soft Skills

Analytical SkillsProblem-Solving SkillsCommunication SkillsOrganizational SkillsStakeholder Engagement

Tools & Technologies

SalesforceHubSpotPower BITableau

Industry Keywords

Commercial FinanceBusiness OperationsSales PerformanceLead GenerationClient Retention

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Develop and maintain reporting on 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
Partner with Commercial, Marketing, and Finance teams to improve reporting accuracy, CRM data quality, and commercial processes
Support sales incentive reporting and help ensure performance metrics align with compensation programs
Identify trends, exceptions, and opportunities within commercial data and present actionable insights to business leaders
Contribute to continuous improvement of reporting tools, dashboards, and commercial operations

Requirements

What you’ll need

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
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

Comp & perks

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