Senior Financial Analyst

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 Senior Financial Analyst to support our growing organization with accounting operations and financial analysis. Reporting to the CFO, you will be the financial backbone of our operations, responsible for the full spectrum of accounting operations: day-to-day bookkeeping, month-end close, financial reporting, budget development, and variance analysis. We are looking for a detail-oriented, proactive, and analytical team member who thrives on accuracy and enjoys solving complex financial challenges.

You've built strong accounting skills and are now looking to work in a fast-paced, mission-driven startup 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.

• Manage daily accounting operations in Quick Books Pro; including accounts payable, accounts receivable, and general ledger maintenance; coordinating with and overseeing our outsourced accounting team to ensure accuracy, timeliness, and GAAP compliance.
• Lead month-end close and own payroll administration across geographies, ensuring timely, accurate processing in compliance with local employment, tax, and statutory requirements.
• Own project accounting across multiple grants and contracts: track budgets, monitor burn rates, and ensure all expenditures are reported in compliance with funder requirements.
• Partner with the CFO to develop financial reports, dashboards, and analyses; delivering clear, decision-ready insights that inform strategic priorities.
• Build and maintain the annual budget and rolling forecasts, updating projections monthly to reflect current business conditions and surfacing risks and opportunities to leadership early.
• Conduct budget-to-actual variance analysis and interpret trends in key performance indicators; translate findings into concise financial narratives and proactively communicate business issues to management.
• Take full ownership of financial reporting; routine and ad‑hoc; ensuring information is accurate, well‑organized, and delivered when leadership needs it.
• Identify and implement improvements to financial systems and processes across , Quick Books, and other tools, driving greater efficiency, accuracy, and internal controls.

• You hold a Bachelors degree in Accounting, Finance, or a related field, and bring 3+ years of hands‑on experience as an Accountant or Financial Analyst.
• You are highly proficient in Quick Books Pro and can take full ownership of day-to-day accounting operations; AP, AR, general ledger, and month‑end/year‑end close; without needing hand‑holding.
• You have a firm grasp of GAAP and maintain clean, audit‑ready books as a matter of professional standard.
• You have strong experience with project accounting; tracking budgets, burn rates, and financial compliance across multiple contracts simultaneously.
• You are an Excel power user: comfortable building financial models, variance analyses, and dashboards from scratch, and fluent in pivot tables, complex formulas, and data visualization.
• You have working knowledge of  or similar platforms for payment processing and vendor management.
• Your attention to detail is genuinely exceptional; you catch errors others miss, and…