Business Operations Strategist

3 weeks ago

Washington, Washington, D.C., United States Surgo Health Full time
About the Role:
Surgo Health is seeking a highly skilled and driven Business Operations and Financial Management Specialist to join our team in Washington, DC. As a key member of our finance and operations team, this individual will be responsible for overseeing all financial functions, managing business operations, and providing strategic insights to drive scalability.

Responsibilities:
Financial Management and Reporting
• Oversee and manage all aspects of accounting operations, including general ledger, accounts payable, accounts receivable, and payroll.
• Prepare timely and accurate financial reports (monthly, quarterly, and annual) in compliance with GAAP.
• Lead the annual budgeting process, including forecasts, variance analysis, and long-term financial planning.
• Ensure tax compliance and collaborate with external auditors and tax professionals for audits and filings.
• Monitor cash flow, financial KPIs, and implement strategies for financial sustainability.
• Develop and maintain internal controls and financial policies to ensure accuracy, integrity, and compliance.

Business Operations:
• Collaborate with the CFO and leadership team to align financial operations with overall business strategies and objectives.
• Lead and optimize day-to-day business operations, including vendor management, procurement, contracts, and office management.
• Implement and manage operational workflows, systems, and tools to support efficiency and scalability.
• Manage relationships with external partners, including banks, investors, and key service providers.
• Develop and oversee performance tracking systems for operational metrics to ensure cost-effectiveness and streamline processes.

Data and Analytics Integration:
• Collaborate with other functional teams to ensure accurate financial modeling and integration of data into financial forecasting.
• Analyze operational data to identify business trends and opportunities for cost savings, increased revenue, or process improvements.
• Support data-driven decision-making by providing financial insights and reporting on the company's performance.

Risk Management:
• Identify, assess, and mitigate financial and operational risks.
• Develop and implement risk management policies, ensuring the company is protected from potential financial, regulatory, and operational risks.

Team Development:
• Lead and mentor junior staff within the finance and operations team.
• Work closely with other departments to foster collaboration, ensure alignment, and achieve the company's financial and operational goals.

About You:
Bachelor's degree in Accounting, Finance, Business, or related field required. CPA is a plus.
7+ years of progressive experience in accounting / finance and operations management preferably in start-up like environments
Strong knowledge of GAAP, financial reporting, budgeting, and financial forecasting.
Proficiency with financial management software (e.g. QuickBooks, NetSuite, or similar platforms) and other related software.
Strong communication and interpersonal skills; skilled at building relationships with all levels of the organization and with external stakeholders
Work experience that required both strategic thinking and quick thinking problem-resolution
Excellent organizational, written and verbal communication skills

What We Offer:
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, 10+ holidays
Highly competitive 401K
3 months paid parental leave
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).

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