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Surgo Health

Finance Manager – Senior Finance Manager

Surgo Health

Finance Manager managing financial operations for Surgo Health, a Public Benefit Corporation focused on healthcare data solutions. Leading accounting, financial reporting, and strategic planning efforts.

Posted 6/3/2026full-timeWashington • District of Columbia, Washington • 🇺🇸 United StatesSenior💰 $110,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • You hold a Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA preferred but not required; we care most about what you've built and led
  • You bring 6+ years of progressive finance and accounting experience, including demonstrated leadership over accounting functions and teams
  • You are highly proficient in QuickBooks Pro and can take full ownership of day-to-day accounting operations — AP, AR, general ledger, close — while also lifting your head to lead at a higher level
  • You have a firm command of GAAP and maintain audit-ready books as a matter of professional standard
  • You have deep experience with project and grant accounting: managing 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
  • You are an exceptional communicator, able to translate financial complexity into plain-language insights that inform better decisions at the leadership level
  • You lead with ownership: you set high standards for your team, manage up effectively, and take personal accountability for the accuracy and quality of everything in your domain
  • 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

Comp & perks
  • 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, 10+ holidays
  • Highly competitive 401K
  • Professional Development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial operationsaccountingaccounts payableaccounts receivablegeneral ledgermonth-end closeyear-end closevariance analysisfinancial modelingGAAP
Soft Skills
leadershipcommunicationstrategic planningownershipaccountabilitycross-functional collaborationproblem-solvinganalytical thinkingdecision-makingnarrative translation
Certifications
Bachelor's degree in AccountingBachelor's degree in FinanceCPAMBA