SRS Health

  • Sr. Financial Analyst

    Job ID
  • Overview

    About the Role:


    The Sr. Financial Analyst is an integral member of the SRS Finance team. The position will provide financial analysis, budget analysis and decision support on a wide range of business issues to functional groups across the company. The Sr. Financial Analyst will be responsible for the development of financial forecasts and analyses, generating internal management reports, monitoring key performance indicators, and driving profit improvement projects to implementation and resolution. In addition, the Sr. Financial Analyst will be responsible for providing guidance and support around corporate and departmental budgets. This position reports directly to the CFO.


    About Us:


    SRS has been an innovator in healthcare IT technology since 1997. Our mission is to advance specialized healthcare by developing, delivering, and supporting intelligent data solutions that allow physicians to focus on providing outstanding patient care while we take care of the business of medicine.


    As a Microsoft Gold Partner, we set the loftiest standards for ourselves. Every member of our team of highly qualified and highly motivated professionals is driven to fulfill that mission by developing creative solutions and providing unparalleled customer service. That’s one reason our clients love us.


    Another factor that drives our superior customer satisfaction: phenomenal retention of our phenomenal team members. We believe that employee satisfaction is critical to achieving our mission, so we provide competitive compensation, professional development, career advancement opportunities, and a supportive team-based atmosphere. We also provide a full range of health related benefits, including medical, dental, vision, 401K and flexible spending accounts. And we offer work-life enhancements like summer hours, casual dress code, and monthly team celebrations.


    SRS has been recognized by Deloitte’s Technology Fast 500™ and the Inc. 5000 List of Fastest-Growing Private Companies – thanks to the tireless efforts of our team. If you are a talented professional and our mission speaks to you, please speak to us!



    Budget Analysis:


    • Maintain complex budget, cash flow and business forecasting models that incorporate current business trends and operating strategies.
    • Develop, analyze, and execute budgets that allocate current resources and estimate future financial requirements.
    • Provide assistance and advice regarding the preparation of organization and departmental budgets.
    • Analyze department budgeting and accounting reports to maintain expenditure controls.
    • Monitor and review the budget to determine if allocated funds are appropriately spent. 
    • Collaborate with the management team to develop annual operating and capital budgets and rolling financial forecasts that incorporate current business trends and strategies.
    • Examine, analyze, and determine profit increases and efficiency improvements.
    • Provide executive management with clear reports and analysis on performance trends, profit drivers, risks, and opportunities.


    Financial Analysis:


    • Perform financial analysis on cash flow, operating results, and business plans to determine rates of return, capital/cash flow requirements, etc.
    • Prepare monthly management reports, forecasts and analyses.
    • Respond to ad hoc issues and problems raised by departmental managers to drive issue investigation, analysis and resolution.
    • Develop comprehensive performance analysis and decision making reporting for business managers across the organization.
    • Provide executive management with clear reports and analysis on performance trends, profit drivers, risks, and opportunities.
    • Participate in the long range planning process and development of associated financial models.
    • Heavy Data Integrity & Reconciliation projects
    • Responsible for creation of  monthly board reporting package
    • Conduct ad hoc analysis, assist with special projects, and build financial models as requested.
    • Work closely with Sales Operations on Pipeline, Bookings and Sales Compensation issues.



    • Bachelor's degree in finance/accounting or related field.
    • 5 – 7 years of experience as a financial/budget analyst in a corporate setting.
    • Must be able to make decisions and solve problems that are general in nature and for which there are precedents.
    • Strong analytical and problem solving skills.
    • Demonstrated ability to think clearly and concisely; strong conceptual thinking skills.
    • Effective written and verbal communication skills.
    • Ability to work independently and as a team member with excellent interpersonal skills.
    • Strong Financial Acumen
    • Excellent time management skills.
    • Expert level of proficiency with Microsoft Excel.
    • Knowledge of a plus


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