Financial Analyst

Surgo Health

24d

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.

This role is a key contributor to Surgo Health's growth, supporting the FP&A function with financial forecasting, budgeting, variance analysis, and strategic decision support. The Financial Analyst will serve as an analytical engine for the company, translating business drivers into financial insights that inform optimal decision-making. This individual will work collaboratively across functions to understand strategic challenges and link operational activities with financial results.
We are looking for a detail-oriented, proactive, and analytical individual who thrives on accuracy and enjoys solving complex financial challenges. You've built strong technical accounting skills and are now looking to work in a fast-paced, mission-driven company where your financial expertise drives real impact.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 1-3 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

Nice To Haves

• 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

Responsibilities

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees