Sr. Financial Analyst- Sales Operations

For 30 years, Surgical Information Systems (SIS) has empowered surgical providers to Operate Smart™ by delivering innovative software and services that drive clinical, financial, and operational success. For ambulatory surgery centers (ASCs), SIS provides comprehensive software and services, including ASC management, electronic health records (EHRs), patient engagement capabilities, compliance technology, and revenue cycle management and transcription services, all built specifically for ASCs.

For hospital perioperative teams, SIS offers an easy-to-use anesthesia information management system (AIMS).

Serving over 2,900 surgical facilities, SIS is committed to delivering solutions that enable surgical providers to focus on what matters most: delivering exceptional patient care and outcomes.

Recognized as the No. 1 ASC EHR vendor by Black Book for 11 consecutive years and honored with the Best in KLAS Award for ASC Solutions in 2026, 2025, 2023, and 2022, SIS remains the trusted choice for surgical providers seeking to enhance their performance.

Discover how SIS can help you Operate Smart™ at

This role expands our FP&A team to create dedicated finance partnership with our sales organization. The Senior Financial Analyst, Sales Finance will serve as the primary finance partner to sales leadership and Revenue Operations, owning the planning, forecasting, and performance analytics behind our go-to-market (GTM) engine. Sitting at the intersection of FP&A and sales operations, this individual will turn pipeline, bookings, and productivity data into actionable insight, build the models that inform quota, capacity, territory, and compensation decisions, and bring financial rigor to every sales investment.

The role joins a forward-thinking, highly analytical finance team focused on scalable financial modeling, data-driven insights, and strategic decision support.

ESSENTIAL DUTIES/ RESPONSIBILITIES:

• Serve as the primary finance business partner to sales leadership and Revenue Operations, delivering the analytics, forecasting, and reporting that drive go-to-market performance
• Own the sales forecast and top-line reporting, including weekly pipeline, bookings, and retention reporting; assess pipeline coverage, conversion, and forecast risks and opportunities against plan
• Develop and maintain the sales KPI and performance reporting suite, including rep productivity, quota attainment, ramp, and win-rate analytics, and identify the drivers behind trends by segment, region, and role
• Support annual GTM planning, including quota setting, sales capacity and headcount planning, and territory design and coverage analysis
• Partner with Sales, HR, and Accounting on incentive compensation planning; model the cost and outcomes of plan, quota, and territory changes, forecast commission expense, and support accurate and timely commission accruals and payouts
• Manage the sales organization’s budget and monthly financial performance, including variance analysis against budget and forecast, headcount tracking, and expense management
• Build business cases and ROI analyses to evaluate and justify sales investments, such as new headcount, programs, tools, and market expansion, and track realized returns
• Contribute to the company’s annual planning and quarterly forecasting processes, ensuring sales assumptions are fully integrated into the consolidated financial plan
• Prepare monthly and quarterly reporting and presentation materials for executive leadership and our Private Equity sponsor, summarizing performance drivers, trends, and recommendations
• Partner with Accounting to ensure the accuracy of revenue, bookings, and commission-related financials
• Drive continuous improvement by streamlining, enhancing, and automating sales…