Surgo Health

Senior Financial Analyst

Surgo Health

full-time

Posted on:

Location Type: Hybrid

Location: Washington • District of Columbia • Washington • United States

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Salary

💰 $85,000 - $110,000 per year

Job Level

Senior

About the role

  • Manage daily accounting operations in QuickBooks 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 Bill.com, QuickBooks, and other tools, driving greater efficiency, accuracy, and internal controls

Requirements

  • 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 QuickBooks 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 Bill.com or similar platforms for payment processing and vendor management
  • Your attention to detail is genuinely exceptional; you catch errors others miss, and you take personal ownership of the accuracy of everything that leaves your desk
  • You are proactive, well-organized, and calm under deadline pressure; you manage competing priorities without dropping the ball
  • You communicate clearly and confidently with both finance and non-finance stakeholders; able to translate numbers into plain-language insights that drive better decisions
  • You have worked in a healthtech, digital health, or software environment and understand the pace and ambiguity that comes with a mission-driven, growth-stage company
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
accounting operationsaccounts payableaccounts receivablegeneral ledger maintenanceGAAP compliancemonth-end closepayroll administrationbudget-to-actual variance analysisfinancial modelingdata visualization
Soft Skills
attention to detailproactivewell-organizedcalm under pressureclear communicationstakeholder engagementownershipproblem-solvingtime managementanalytical thinking
Certifications
Bachelor's degree in AccountingBachelor's degree in Financerelated field degree