Surgo Health · 8 hours ago
Financial Analyst
DC-Baltimore Area
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $85K/yr
2+ years expSurgo Health is a Public Benefit Corporation focused on building an AI-powered data platform that reveals the drivers of health behaviors. They are seeking a Financial Analyst to support financial operations, including forecasting, budgeting, and financial modeling, to inform key business decisions and improve healthcare delivery.
Health CareInfrastructureWellness
No H1B
Hiring Manager
Murat Tartan
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
Develop, enhance, and maintain financial models supporting growth initiatives, strategic planning, and operational decision-making
Analyze current and past trends in key performance indicators including revenue, cost of sales, expenses, and capital expenditures across product lines
Monitor KPIs, highlight trends, and analyze causes of unexpected variances
Prepare acquisition and investment models with IRR and other return metrics as needed
Analyze complex financial information and reports to provide accurate and timely recommendations to management
Maintain and update rolling forecast models based on assumptions from senior management
Support annual budgeting process development, operating plan, and continuous improvement of modeling tools
Track budgets and burn rates across multiple grants and contracts
Prepare Board of Directors and Senior Management presentations with clear financial narratives
Build, implement, and maintain dashboard reports that surface actionable insights
Provide ad-hoc analysis and reporting to support strategic decisions
Support Senior Management Team and department heads with in-depth analysis
Partner with the CFO to develop financial reports that inform decision-making
Evaluate processes to drive efficiencies and improve ROI visibility across product lines, marketing initiatives, and new projects
Identify opportunities to improve financial systems, processes, and accuracy
Support implementation of best practices using existing financial tools
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
Bachelor's degree in Finance, Accounting, Economics, or related field
2-4 years of experience in financial analysis, FP&A, or similar analytical role
Advanced Microsoft Excel skills (complex formulas, pivot tables, financial modeling)
Strong PowerPoint skills for executive-level presentations
Understanding of GAAP principles and financial statement analysis
Excellent verbal and written communication skills
Strong attention to detail with commitment to accuracy
Inquisitive mindset with willingness to learn
Self-motivated with ability to manage multiple priorities
Demonstrated ability to roll up sleeves and work collaboratively in a hands-on capacity
Preferred
Experience with AI tools
Working knowledge of QuickBooks and Bill.com
Experience in healthcare, public health, or tech environments
Experience with project-based accounting
Data analytics experience
Benefits
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