Surgo Health · 1 month ago
Financial Analyst
Washington, DC
Full-time
Hybrid
New Grad, Entry Level
0+ years expSurgo Health is a Public Benefit Corporation building an AI-powered sociobehavioral data platform. The Financial Analyst will support accounting operations and financial analysis, managing QuickBooks accounting and providing insights to inform business decisions.
Health CareInfrastructureWellness
Responsibilities
Analyze current and past financial data and performance to make recommendations and create dashboards
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Manage daily accounting operations in QuickBooks Pro, including accounts payable, accounts receivable, general ledger, and month-end close processes leveraging our outsourced team. Own project accounting across multiple grants and contracts, tracking budgets, monitoring burn rates, and ensuring compliance with funder requirements
Partner with the CFO to develop financial reports, dashboards, and analyses that inform strategic decision-making
Streamline financial processes and implement best practices using Bill.com and other financial tools
Support annual audits, budget development, and financial forecasting activities
Identify opportunities to improve financial systems and processes that increase efficiency and accuracy
Qualification
Required
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
0 - 3 years' financial analysis and modeling experience
Advanced knowledge of Excel
Prior Quickbook experience
You have a Bachelor's degree in Accounting, Finance, or a related field
You are highly proficient in QuickBooks Pro (desktop or online) and have hands-on experience with day-to-day accounting operations
You have working knowledge of Bill.com for payment processing and vendor management
You have strong experience with project accounting, ideally in a grant-funded, contract-based, or consulting environment
You understand GAAP principles and can maintain clean, audit-ready books
You are an Excel power user with strong analytical skills and the ability to create meaningful financial reports and dashboards
You have strong attention to detail and a commitment to accuracy in everything you do
You are proactive, organized, and able to manage multiple priorities in a fast-paced environment
You enjoy working both independently and collaboratively with cross-functional teams
Preferred
Have experience in healthcare, public health, or nonprofit accounting
Are familiar with federal grant accounting (OMB Uniform Guidance)
Have knowledge of indirect cost rate calculations and allocations
Can bring experience with other financial systems or ERP platforms
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
Company
Surgo Health
Surgo Health aims to revolutionize the effectiveness of healthcare by understanding people’s behavior at the individual level.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$5MKey Investors
Springboard Enterprises
2023-09-13Non Equity Assistance
2023-03-02Seed· $5M
Leadership Team
Sema Sgaier
CEO and Co-Founder
Recent News
Company data provided by crunchbase