Financial Analyst

Department: General and Administrative

Employment Type: Full Time

Location: Washington, DC

Reporting To: Murat Tartan

Description

Surgo Health is a Public Benefit Corporation building the world’s most comprehensive and insightful AI-powered data platform that reveals the why behind people’s behaviors. 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 inclusion. 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.

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.

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.

What you’ll achieve:

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

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
Own payroll administration across geographies, ensuring accurate, timely processing and compliance with local employment, tax, and statutory requirements
Partner closely with People and leadership to administer compensation changes, including salary adjustments, promotions, bonuses, and new-hire setup
Maintain compensation records and ensure alignment between payroll systems, HRIS, and financial reporting
Support annual compensation review cycles by preparing payroll impact analyses, cost scenarios, and reconciliation of approved changes
Ensure accurate tracking and processing of benefits, stipends, and other employee-related payments in coordination with People and Finance
Serve as a key operational partner during performance and compensation cycles, ensuring approved decisions are implemented cleanly and on time

About you:

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
Have experience supporting the People function

Benefits

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.

What you’ll achieve:

About you:

Benefits

About Surgo Health