We are looking for a Financial Analyst to support our growing organization with accounting operations and financial analysis. You'll be the financial backbone of our operations, managing everything from day-to-day QuickBooks accounting to project-level financial analysis that informs key business decisions. We are looking for a detail-oriented, proactive, and analytical individual who thrives on accuracy and enjoys solving complex financial challenges. You've built strong technical accounting skills and are now looking to work in a fast-paced, mission-driven company where your financial expertise drives real impact.
Surgo Health is a Public Benefit Corporation building the world's most comprehensive and insightful AI-powered sociobehavioral data platform. We uncover the unseen drivers of health - people's beliefs, barriers, and behaviors - and transform that intelligence into scalable products that enable healthcare organizations to drive impact, reduce costs, and advance equity. From improving clinical trial design to optimizing care delivery and public health strategies, our solutions help decision-makers act on what truly shapes health outcomes.
By revealing the human side of healthcare, we're making it more personal, precise, and effective - for everyone.Our world-class team of healthcare experts and scientists use behavioral science, data science, and artificial intelligence to build innovative, scalable solutions that power patient-centric care and improve outcomes. We are a growing team with ambitious plans, and we're searching for top-class talent who want to roll up their sleeves and dive into a fast-paced, entrepreneurial environment.As a DC-based start-up with a global footprint, this is a fantastic opportunity for someone who thrives in start-up culture and wants to support the financial operations of an organization that is shaping the future of healthcare delivery.The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities
- Analyze current and past financial data and performance to make recommendations and create dashboards
- Consistently analyze financial information based on both routine and ad-hoc reports
- Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
- Communicate financial insights suggesting business issues to management
Qualifications
- Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
- 0 - 3 years' financial analysis and modeling experience
- Advanced knowledge of Excel
- Manage daily accounting operations in QuickBooks Pro, including accounts payable, accounts receivable, general ledger, and month-end close processes leveraging our outsourced team. Own project accounting across multiple grants and contracts, tracking budgets, monitoring burn rates, and ensuring compliance with funder requirements
- Partner with the CFO to develop financial reports, dashboards, and analyses that inform strategic decision-making
- Streamline financial processes and implement best practices using Bill.com and other financial tools
- Support annual audits, budget development, and financial forecasting activities
- identify opportunities to improve financial systems and processes that increase efficiency and accuracy
- You have a Bachelor's degree in Accounting, Finance, or a related field
- You are highly proficient in QuickBooks Pro (desktop or online) and have hands-on experience with day-to-day accounting operations
- You have working knowledge of Bill.com for payment processing and vendor management
- You have strong experience with project accounting, ideally in a grant-funded, contract-based, or consulting environment
- You understand GAAP principles and can maintain clean, audit-ready books
- You are an Excel power user with strong analytical skills and the ability to create meaningful financial reports and dashboards
- You have strong attention to detail and a commitment to accuracy in everything you do
- You are proactive, organized, and able to manage multiple priorities in a fast-paced environment
- You enjoy working both independently and collaboratively with cross-functional teams
Bonus points if you:
- Have experience in healthcare, public health, or nonprofit accounting
- Are familiar with federal grant accounting (OMB Uniform Guidance)
- Have knowledge of indirect cost rate calculations and allocations
- Can bring experience with other financial systems or ERP platforms
- Fantastic, fun and collaborative colleagues; opportunity to solve tough challenges in healthcare
- Ability to be entrepreneurial and tremendous opportunities for growth
- Public Benefit Corporation with an impact and equity mission
- Competitive compensation and health benefits
- Generous PTO
- Highly competitive 401K
- Professional Development opportunities
Surgo Health is committed to fair, equitable, and transparent practices. Compensation packages are based on several factors such as skill set, prior relevant experience, education, certifications, and market considerations. In addition to base compensation, individuals may be eligible for annual performance-based bonuses and equity (if applicable). We aim to pay salaries that are competitive, benchmarked against companies that are similar in stage, size, and market to Surgo Health.
Our hiring philosophy
- We hire for passion and core competencies.
- We look for problem solvers and lateral thinkers.
- We love it if you have done different things with your time.
- If you think you are ideal for this position, write to us even if your experience doesn't match all the requirements listed above.
