Finance Manager/Senior Finance Manager | Surgo Health · Teeming.ai
Surgo Health
Surgo Health is a mission-driven Public Benefit Corporation that builds an AI-powered platform called the "Why Engine" to generate novel intelligence about the people behind patients. Their…
Surgo Health is a mission-driven Public Benefit Corporation that builds an AI-powered platform called the "Why Engine" to generate novel intelligence about the people behind patients. Their…
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 Finance Manager or Senior Finance Manager to lead the financial operations of our growing organization. Reporting directly to the CFO, you will serve as a strategic financial partner and operational leader, owning the full accounting and finance function while playing an active role in shaping business decisions. You will be responsible for financial operations at scale: managing and developing our outsourced accounting team, driving month-end close, overseeing financial reporting and compliance, and partnering with leadership on budgeting, forecasting, and strategic financial planning.
We are looking for a finance leader who combines technical depth with business acumen: someone who can move fluidly between hands-on financial management and high-level strategic analysis. You bring a strong foundation in accounting operations and have grown into a role where you are influencing decisions, building systems, and leading teams. You are ready to step into a role where your leadership shapes the financial health and trajectory of a mission-driven, growth-stage organization.
The ideal candidate will bring both rigor and perspective, able to translate complex financial data into clear narratives that guide leadership, while maintaining the operational discipline that ensures our books are audit-ready and our processes scalable.
What you’ll achieve:
About you:
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, 10+ holidays
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 philosophyWe 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.Equal Opportunity and Diversity Policy
Surgo believes a diverse, inclusive staff makes a stronger team and more impactful organization and we are committed to building and developing this team and environment. Qualified people of all races, ethnicities, cultures, ages, sex, genders, sexual orientation, gender identities and expressions, languages, social class, marital status, religions, veterans status, and disabilities are strongly encouraged to apply.
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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
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
