Surgo Health

Financial Planning and Analysis

• Lead financial operations end-to-end: Oversee all accounting activities in QuickBooks Pro: accounts payable, accounts receivable, general ledger, and month-end/year-end close, managing and directing our outsourced accounting team to ensure accuracy, timeliness, and GAAP compliance
• Own the close and reporting cycle: Lead a timely, rigorous month-end close and deliver accurate, decision-ready financial reports and dashboards to the CFO and leadership team on a regular cadence
• Drive strategic financial planning: Partner with the CFO to build and maintain the annual budget and rolling forecasts, updating projections monthly, surfacing risks and opportunities early, and providing scenario analysis to support strategic decisions
• Manage payroll and HR compliance: Own payroll administration across geographies, ensuring accurate, timely processing in full compliance with local employment, tax, and statutory requirements
• Oversee project and grant accounting: Lead financial management across multiple grants and contracts: tracking budgets, monitoring burn rates, and ensuring all expenditures are reported in compliance with funder requirements
• Deliver variance analysis and financial insight: Conduct in-depth budget-to-actual variance analysis, interpret trends in key performance indicators, and translate findings into clear financial narratives that drive leadership action
• Build and scale financial systems: Identify and implement improvements across Bill.com, QuickBooks, and other financial tools: strengthening internal controls, improving efficiency, and building infrastructure that supports the organization's next stage of growth
• Serve as a trusted finance partner: Work cross-functionally with program, operations, and leadership teams to support decision-making with timely, accurate financial information

Finance Manager – Senior Finance Manager

Research Scientist

• Design, configure and deploy cutting edge mental health collections to capture youth mental wellbeing patterns that are innovative and push the space forward
• Analyze large-scale text data from thousands of youth to synthesize lived experiences into actionable and understandable insights
• Propose interventions to a diverse set of mental health stakeholders based on our findings to amplify the work of charities, policy makers, advocacy organizations, and healthcare providers to genuinely improve mental health outcomes
• Inform our products and interactive outputs by communicating what we’re seeing works best, and effectively relaying that information to our Product and R&D teams so they can generalize our approaches.
• Deliver on a wide range of research activities such as data analytics, literature review, instrument development, development of novel data sources, compiling reports and slide decks
• Innovate, experiment, and deliver with ownership by thinking flexibly and creatively around what’s most needed in the UK mental health and wellbeing space today

Growth Marketing

• Own and grow a core vertical, defining the strategy, priorities, and approach to market
• Act as the primary bridge between clients, product, and marketing, ensuring what we offer and how we position it reflects real market needs
• Develop and deepen senior relationships across the ecosystem, becoming a trusted partner to key stakeholders
• Drive relationship-based sales, originating and closing high-value opportunities with new and existing partners
• Shape product direction by translating client needs and market signals into clear inputs for the product team
• Refine our go-to-market approach, working closely to ensure strong marketing positioning, messaging, and pipeline generation
• Build and manage a robust pipeline, owning the full sales cycle from opportunity identification through close
• Identify and unlock new growth opportunities within the vertical and adjacent spaces, including channel partnerships and other opportunities to scale
• Represent the company externally, strengthening our presence and credibility in the sector
• Build and scale a sales team over time, establishing processes, culture, and performance standards

Vice President, Strategic Growth, Pharma

• Develop a novel research study identifying actionable drivers of youth mental health
• Produce publication-quality research suitable for submission to a peer-reviewed journal
• Generate funder-ready and policy-relevant outputs that inform real-world decision-making
• Translate complex data into clear insights for policymakers, healthcare systems, and community organizations
• Contribute to Surgo Health’s growing portfolio of intervention-oriented research and thought leadership
• Design and execute a research project using the Youth Mental Health Tracker dataset and, where relevant, external datasets (e.g., NSDUH, ACS, policy datasets)
• Identify novel mechanisms, risk levers, or protective factors that can inform intervention
• Articulate clear intervention pathways and decision-making use cases
• Develop outputs tailored to multiple audiences, including academic, policy, and funder stakeholders
• Collaborate with Surgo’s research scientists for methodological guidance and translational framing

Finance Manager – Senior Finance Manager

Research Scientist

Vice President, Strategic Growth, Pharma

Summer Research Fellow – Youth Mental Health Tracker