Sr. Financial Analyst- Sales Operations

Surgical Information Systems • Pine Manor, FL

1d

About The Position

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.

Requirements

• 3-5 years of experience in FP&A, sales finance, or revenue/sales operations, including at least 2 years directly supporting a sales or go-to-market organization
• Demonstrated experience building driver-based revenue, pipeline, and sales capacity models
• Working knowledge of sales compensation design and commissions modeling; experience with quota setting and territory planning a plus
• Familiarity with SaaS business models strongly preferred, including key metrics (ARR, bookings, pipeline coverage, churn, etc.) and revenue recognition (ASC 606)
• Experience with Private Equity backed companies a plus.
• Advanced Excel and financial modeling skills; experience with SQL, BI tools (e.g., Tableau, Power BI), or other data query/data management tools strongly preferred
• Experience with Salesforce.com or a similar CRM, including building reports and dashboards
• Experience with Oracle NetSuite Financials or a similar ERP; familiarity with planning or incentive compensation tools a plus
• Commercial acumen and credibility with sales leaders, with the ability to challenge assumptions and influence decisions with data
• Critical thinking skills with ability to dissect and resolve complex issues
• Ability to communicate effectively, both written and verbal, to all levels of the organization, translating complex analysis into clear, actionable recommendations
• Strong attention to detail and speed while working within tight deadlines
• Strong organizational skills with the ability to multi-task and reprioritize in a fast-paced environment
• Proficient with Microsoft Word, PowerPoint, and Teams.

Nice To Haves

• experience with quota setting and territory planning a plus
• Familiarity with SaaS business models strongly preferred, including key metrics (ARR, bookings, pipeline coverage, churn, etc.) and revenue recognition (ASC 606)
• Experience with Private Equity backed companies a plus.
• experience with planning or incentive compensation tools a plus

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 reporting and planning processes, and ensure data integrity across Salesforce, NetSuite, and other systems of record
• Participate in system implementations or migrations and automation projects, including planning, BI, and incentive compensation tools
• Provide audit support, including substantive and controls-related work
• Ad hoc analysis and other duties and related projects as assigned.
• Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time

Benefits

• Medical, Vision, Dental, Short Term Disability, Long Term Disability, and Life Insurance
• Vacation/Sick time
• 401(k) retirement plan with company match
• Paid Holidays
• SIS Cares Day

What This Job Offers

• Job Type: Full-time
• Career Level: Senior