Chief Financial Officer

A DC-based startup with a global impact, Surgo Health is transforming healthcare by uncovering the hidden factors that shape how people manage their health and access care. Through our proprietary data and AI technology platform, we equip partners across the healthcare ecosystem—from philanthropic and public sector organizations to pharmaceutical and corporate clients—with fit-for-purpose intelligence, analytics, and recommendations to deliver more equitable, efficient, and cost-effective programs that improve health outcomes worldwide. As Chief Financial Officer, you will drive our financial strategy, optimize business and pricing models, and lead capital planning to adapt our financial infrastructure for expansion while navigating the complexities of healthcare data, compliance, and a hybrid SaaS and services revenue model.

In this high-impact role, you will report to and work closely with the CEO, serve as a key advisor to the leadership team, supervise one direct report, and oversee an outsourced accounting partner. Our outgoing CFO has built a strong financial foundation, implementing systems and processes that have positioned us for the next phase of growth. You will build on that foundation and work across teams to assess funding needs, innovate financial models, and launch capital strategies while ensuring alignment with our mission to improve health equity and outcomes through socio-behavioral analytics and data.

This role requires adaptability, agility, and a proven ability to thrive in a fast-changing environment—prior startup experience is a must. You’ll balance strategic leadership with hands-on execution, using a deep understanding of the healthcare landscape to drive informed financial decisions.

How You’ll Make an Impact

Surgo Health has evolved from a mission-driven nonprofit into a fast-growing, revenue-generating business, closing $30M+ in deals over the past two and a half years—without outside capital. As we refine our product-market fit, services will remain a key part of our model, but SaaS will become the primary growth driver over time. You will play a key role in positioning Surgo Health as an attractive opportunity for impact investors, crafting compelling narratives that articulate our financial trajectory alongside measurable social impact. Keeping our mission at the center of decision-making, you will provide strategic financial leadership to navigate market shifts, drive sustainable organic growth, and, when the time is right, secure funding to responsibly scale our impact.

Work Environment, Salary, and Benefits

• You’ll enjoy a hybrid schedule with Tuesdays and Thursdays in our Washington, DC, headquarters. Some travel may be required.
• The total compensation package is a base of 200-250K + bonus and stock options. We offer comprehensive benefits that include self-managed PTO, 11 paid company holidays, and paid parental leave. We cover 80% of medical premiums and 100% of dental and vision premiums, and we offer a highly competitive 401(k) with a company match.
• We are a Public Benefit Corporation (PBC) with an impact and equity mission. Surgo believes a diverse, inclusive staff makes a stronger team and more impactful organization, and we are committed to building and developing this team and environment.

Responsibilities

Financial Strategy & Leadership

• Develop and execute the company’s financial strategy in alignment with overall business goals.
• Guide the company’s hybrid SaaS & Services revenue model, ensuring scalability and optimal pricing structures.
• Provide strategic financial input on company-wide decision-making, ensuring alignment with business objectives and impact-driven mission.
• Own management reporting, budgeting and forecasting, financial projections, board reporting, and presentations.

SaaS & Services Revenue Model, Pricing, and Financial Metrics

• Optimize and track SaaS financial metrics, including ARR, LTV, CAC, and gross margins.
• Develop pricing strategies for SaaS and service-based offerings, ensuring a balance between revenue growth and customer adoption.
• Ensure compliance with revenue recognition (ASC 606) and financial reporting best practices.

Capital Markets, Fundraising, and M&A Strategy

• Lead capital strategy, evaluating opportunities in venture capital, private equity, debt financing, or strategic partnerships.
• Develop detailed financial models and investment cases to support fundraising and investor relations.
• Manage board and investor communications, ensuring transparent and effective financial reporting and compelling narratives for investment opportunities.
• Oversee potential M&A activities, leading financial due diligence and integration planning.

Team Leadership & Financial Infrastructure

• Manage Controller and outsourced accounting team, ensuring financial operations run smoothly.
• Oversee internal business operations and identify and address risks and opportunities.
• Oversee cash management and implement cost efficiencies across the company.
• Perform all customer, vendor, and other legal contract reviews, escalating complex matters when necessary.
• Partner with the Director of People & Culture on compensation strategy, equity programs, and employment contracts.
• Optimize financial systems, reporting processes, and IT infrastructure to support the company’s growth and compliance needs.
• Maintain oversight of corporate governance, legal resolutions, and financial compliance reporting.

Qualifications

• 15+ years of experience in accounting and finance, including 5+ years in a senior leadership role. At least 5 years in a startup environment with experience in investor relations, technical accounting, and SaaS-based financial models.
• Experience with audit preparation, financial reviews, and tax filings is required. A background in public accounting or CPA certification is preferred.
• Experience in the healthcare ecosystem is a plus, with a preference for healthcare tech, health data, or regulated industries.

About Surgo Health

Surgo Health is a human-centric AI company that delivers the deepest understanding of human behavior to power better health for all.

A life-saving drug or treatment is of no use if people don’t take it. Surgo Health believes that a complete understanding of what drives people’s behavior – and how their context impacts them – is critical to ensuring every person lives a healthy life. Our proprietary data and AI technology platform produce fit-for-purpose intelligence, analytics, and recommendations that enable our partners to deliver more equitable, efficient, and cost-effective programs that improve health outcomes across the globe.

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.

Staffing Advisors is committed to reducing bias in every aspect of the hiring process. We have long recommended a competency-driven approach to hiring. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other basis protected by law. We encourage you to apply even if your experience is not a 100% match with the position description; we will consider people from a variety of backgrounds and career experiences.