Finance Manager/Senior Finance Manager

Surgo Health • Washington, DC

3d • $110,000 - $140,000 • Onsite

About The Position

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.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field
• 6+ years of progressive finance and accounting experience, including demonstrated leadership over accounting functions and teams
• 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
• Firm command of GAAP and maintain audit-ready books as a matter of professional standard
• Deep experience with project and grant accounting: managing budgets, burn rates, and financial compliance across multiple contracts simultaneously
• Excel power user: comfortable building financial models, variance analyses, and dashboards from scratch, and fluent in pivot tables, complex formulas, and data visualization
• Working knowledge of Bill.com or similar platforms for payment processing and vendor management
• Exceptional communicator, able to translate financial complexity into plain-language insights that inform better decisions at the leadership level
• 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
• Worked in a HealthTech, digital health, or software environment and understand the pace and ambiguity that comes with a mission-driven, growth-stage company

Nice To Haves

• CPA or MBA preferred but not required

Responsibilities

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level