Senior Manager, FP&A & Sales Operations

ClearView Healthcare Partners•Boston, MA

3d•Onsite

About The Position

ClearView Healthcare Partners is seeking a Senior Manager to join their team at the intersection of FP&A and Sales Operations. This role is designed for a builder who will establish systems connecting financial forecasting with staffing capacity, translate deal and utilization data into compensation structures, and provide leadership with real-time profitability insights at the project, practice, and product levels. The ideal candidate will be instrumental in designing and implementing new operational frameworks within a premier life sciences strategy consulting firm.

Requirements

8+ years in FP&A, corporate finance, or sales/revenue operations — ideally within professional services, consulting, or a private-equity-backed company.
Bachelor's degree in Finance, Economics, Accounting, or a related field
Track record of building financial models and capacity/resource-planning frameworks from scratch, not just maintaining existing ones.
Experience designing or administering compensation and incentive structures.
Advanced Excel; fluency with BI tools (Power BI, Tableau) and CRM/PSA systems.
A confident cross-functional communicator, comfortable presenting directly to the CFO and firm leadership.
High tolerance for ambiguity and energized by building structure where none currently exists.

Nice To Haves

Exposure to M&A or transaction diligence (buy-side or sell-side) strongly preferred.

Responsibilities

Help build and manage budget to actual rolling revenue, utilization, and headcount forecasts that connect pipeline, staffing capacity, and financial targets.
Partner with practice leads and HR/Recruiting to turn staffing plans into forward-looking capacity models.
Run scenario and sensitivity analyses to inform hiring, staffing mix, and growth investment decisions.
Build the data and analytics that inform compensation and incentive decisions — bonus pools, utilization-linked incentives, business-development credit and assist HR/Finance and practice leadership in maintaining the framework.
Build the sales operations backbone: pipeline reporting, win-rate analytics, and pricing/margin analysis.
Standardize how deal economics roll up into firm-wide forecasts and compensation calculations.
Own project-level profitability reporting — realized rates, margin, staffing efficiency, variance to plan and roll it up into practice- and product-level views.
Track staffing efficiency by practice: utilization, staffing mix, and cost-to-serve relative to revenue, flagging where a practice’s economics are drifting from plan.
Work with IT to build dashboards that give leadership real-time visibility into profitability from the portfolio level down to each practice and product.
Assist Finance team to prepare financial, operational, and sales data infrastructure to withstand institutional diligence scrutiny.
Support the CFO and outside advisors on diligence requests, data-room materials, and Q&A during a transaction process.
Evaluate and help implement or optimize FP&A, BI, and sales ops tooling (e.g., Power BI/Tableau, CRM, PSA/resource-management systems).