Financial Analyst

Role Overview

• 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

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

Bonus points if you:

• 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

• 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

**Surgo Health is committed to fair, equitable, and transparent practices. Compensation packages are based on several factors such as skill set, prior relevant experience, education, certifications, and market considerations. In addition to base compensation, individuals may be eligible for annual performance-based bonuses and equity (if applicable). We aim to pay salaries that are competitive, benchmarked against companies that are similar in stage, size, and market to Surgo Health. ** Our hiring philosophy

• We hire for passion and core competencies.
• We look for problem solvers and lateral thinkers.
• We love it if you have done different things with your time.
• If you think you are ideal for this position, write to us even if your experience doesn't match all the requirements listed above.