Senior Financial Analyst

Job Summary

Surgo Health, a Public Benefit Corporation headquartered in Washington, D.C., is seeking a Senior Financial Analyst to drive financial insight for its AI‑powered health data platform.

Key Responsibilities

• Develop and maintain complex financial models to support strategic decision‑making.
• Analyze revenue, cost structures, and profitability across product lines.
• Prepare monthly, quarterly, and annual financial reporting packages for leadership.
• Collaborate with cross‑functional teams to forecast budgets and track key performance indicators.
• Identify financial risks and opportunities, providing actionable recommendations.
• Support fundraising, grant management, and compliance reporting for a public benefit corporation.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field; MBA or CPA preferred.
• 5+ years of financial analysis experience, preferably in health tech or data‑driven industries.
• Advanced proficiency in Excel, SQL, and financial reporting tools (e.g., Tableau, Power BI).
• Strong analytical, problem‑solving, and communication skills.
• Ability to work independently and influence stakeholders at all levels.

Compensation

Annual salary: $102,902.12 (USD)

Location

Washington, Washington, D.C., United States

Frequently Asked Questions

What does Surgo Health do?

Surgo Health builds an AI‑powered data platform that uncovers the beliefs, barriers, and behaviors influencing health outcomes.

What experience is required for this Senior Financial Analyst position?

At least 5 years of financial analysis experience, strong Excel/SQL skills, and preferably a background in health tech or data‑driven sectors.

Is the salary fixed for this role?

Yes, the annual salary is $102,902.12 USD.