Senior Manager, FP&A & Sales Operations

Role Overview

ClearView is hiring a Senior Manager to sit at the intersection of FP&A and Sales Operations. A builder, not a caretaker. This person will design and stand up the systems that connect financial forecasting to staffing capacity, translate deal and utilization data into compensation and incentive structures, and give leadership a real-time read on profitability down to the project, practice, and product level.

Financial Budget/Forecasting & Capacity Planning

• 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.

Compensation Structure & Sales Operations

• 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.

Profitability & Staffing Efficiency, by Practice

• 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.

Transaction & Diligence Readiness

• 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.

Systems & Process Infrastructure

• Evaluate and help implement or optimize FP&A, BI, and sales ops tooling (e.g., Power BI/Tableau, CRM, PSA/resource-management systems).

Qualifications

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