Financial Analyst

Department: General and Administrative

Employment Type: Full Time

Location: Washington, DC

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.

This role is a key contributor to Surgo Health's growth, supporting the FP&A function with financial forecasting, budgeting, variance analysis, and strategic decision support. The Financial Analyst will serve as an analytical engine for the company, translating business drivers into financial insights that inform optimal decision-making. This individual will work collaboratively across functions to understand strategic challenges and link operational activities with financial results.
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.

What you’ll achieve:

Financial Modeling & Analysis

• Develop, enhance, and maintain financial models supporting growth initiatives, strategic planning, and operational decision-making

• Analyze current and past trends in key performance indicators including revenue, cost of sales, expenses, and capital expenditures across product lines

• Monitor KPIs, highlight trends, and analyze causes of unexpected variances

• Prepare acquisition and investment models with IRR and other return metrics as needed

• Analyze complex financial information and reports to provide accurate and timely recommendations to management

Forecasting & Budgeting

• Maintain and update rolling forecast models based on assumptions from senior management

• Support annual budgeting process development, operating plan, and continuous improvement of modeling tools

• Track budgets and burn rates across multiple grants and contracts

Reporting & Insights

• Prepare Board of Directors and Senior Management presentations with clear financial narratives

• Build, implement, and maintain dashboard reports that surface actionable insights

• Provide ad-hoc analysis and reporting to support strategic decisions

• Support Senior Management Team and department heads with in-depth analysis

• Partner with the CFO to develop financial reports that inform decision-making

Process Improvement

• Evaluate processes to drive efficiencies and improve ROI visibility across product lines, marketing initiatives, and new projects

• Identify opportunities to improve financial systems, processes, and accuracy

• Support implementation of best practices using existing financial tools

About you:

Bachelor's degree in Finance, Accounting, Economics, or related field
1-3 years of experience in financial analysis, FP&A, or similar analytical role
Advanced Microsoft Excel skills (complex formulas, pivot tables, financial modeling)
Strong PowerPoint skills for executive-level presentations
Understanding of GAAP principles and financial statement analysis
Excellent verbal and written communication skills
Strong attention to detail with commitment to accuracy
Inquisitive mindset with willingness to learn
Self-motivated with ability to manage multiple priorities
Demonstrated ability to roll up sleeves and work collaboratively in a hands-on capacity

Bonus points if you:

Experience with AI tools
Working knowledge of QuickBooks and Bill.com
Experience in healthcare, public health, or tech environments
Experience with project-based accounting
Data analytics experience

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