Senior Financial Analyst

Senior Financial Analyst (HYBRID - 2 days On-Site per week in DC)

Job Description

The Senior Financial Analyst will manage daily accounting operations using QuickBooks Pro, ensuring accounts payable, accounts receivable, and general ledger maintenance are accurate and timely. The role includes overseeing an outsourced accounting team, leading month-end close, owning payroll administration, and ensuring compliance with local employment, tax, and statutory requirements. The successful candidate will handle project accounting across various grants and contracts, track budgets, and ensure expenditures comply with funder requirements. They will partner with the CFO to develop financial reports and analyses, maintain the annual budget, and update projections monthly.

Responsibilities

• Manage daily accounting operations in QuickBooks Pro.
• Lead month-end close and manage payroll administration.
• Own project accounting, tracking budgets and burn rates.
• Collaborate with the CFO on financial reports and analyses.
• Build and maintain annual budget and rolling forecasts.
• Conduct budget-to-actual variance analysis and interpret trends.
• Take full ownership of financial reporting, both routine and ad-hoc.
• Identify and implement improvements to financial systems and processes.
• Provide support to the international team.

Essential Skills

• Financial analysis
• Accounting
• Forecasting
• Reporting
• Budgeting
• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of experience as an Accountant or Financial Analyst.
• Proficiency in QuickBooks Pro.
• Knowledge of GAAP.
• Experience with project accounting.
• Advanced Excel skills for financial modeling and data visualization.

Additional Skills & Qualifications

• Experience in a startup environment.
• Exposure to digital health or software environments.
• Strong communication skills with finance and non-finance stakeholders.
• Familiarity with payment processing and vendor management platforms.

Work Environment

This role reports to the CFO and operates on a hybrid model based in DC, requiring two days onsite (Tuesday and Thursday). The position involves close collaboration with the CFO, providing crucial support in administrative tasks. The company boasts a great culture, with a team-oriented atmosphere where lunches are often ordered in as a group. A 10% bonus structure is also offered.

Contact Me:

Catherine Sullivan

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Job Type & Location

This is a Permanent position based out of Washington, DC.

The pay range for this position is $85000.00 - $110000.00/yr.

BenefitsFantastic, fun and collaborative colleagues; opportunity to solve tough challenges in healthcareAbility to be entrepreneurial and tremendous opportunities for growthPublic Benefit Corporation with an impact and equity missionCompetitive compensation and health benefitsGenerous PTOHighly competitive 401KProfessional Development opportunitiesSurgo 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 philosophyWe 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.

This is a hybrid position in Washington,DC.

This position is anticipated to close on Apr 24, 2026.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.