Senior Accountant/Financial Analyst | 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 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.
What you’ll achieve:
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
About you:
Location:
Headquartered in Washington, DC. This role is based in DC with 2 days/week in office.
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
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 philosophy
We 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.
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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
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
