Financial Analyst

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.

• 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

• Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
• 0 - 3 years' financial analysis and modeling experience
• Advanced knowledge of Excel

We are looking for a Financial Analyst to support our growing organization with accounting operations and financial analysis. You'll be the financial backbone of our operations, managing everything from day-to-day Quick Books accounting to project-level financial analysis that informs key business decisions. 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.

Surgo Health is a Public Benefit Corporation building the world's most comprehensive and insightful AI-powered sociobehavioral data platform. 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 equity. 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.

Our world-class team of healthcare experts and scientists use behavioral science, data science, and artificial intelligence to build innovative, scalable solutions that power patient-centric care and improve outcomes. We are a growing team with ambitious plans, and we're searching for top-class talent who want to roll up their sleeves and dive into a fast-paced, entrepreneurial environment.

As a DC-based start-up with a global footprint, this is a fantastic opportunity for someone who thrives in start-up culture and wants to support the financial operations of an organization that is shaping the future of healthcare delivery.

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.

• 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…