What are the responsibilities and job description for the Financial Analyst position at Evlo AI?
About The Role
The role drives financial planning, analysis, and reporting, providing the insights and models that guide strategic decision-making across the organization.
You will partner closely with accounting and leadership teams to manage forecasting, ensure US GAAP compliance, and analyze key financial drivers.
Key Responsibilities
The role drives financial planning, analysis, and reporting, providing the insights and models that guide strategic decision-making across the organization.
You will partner closely with accounting and leadership teams to manage forecasting, ensure US GAAP compliance, and analyze key financial drivers.
Key Responsibilities
- Build and maintain complex financial models in Excel to support budgeting, forecasting, and long-term planning
- Analyze monthly and quarterly financial variances against actual results, surfacing actionable insights to leadership
- Partner with the accounting team during month-end close to ensure accurate financial reporting under US GAAP
- Prepare comprehensive financial packages, board decks, and ad-hoc analytical reports for executive stakeholders
- Evaluate capital allocation, ROI on key initiatives, and operational metrics using ERP and BI tools
- Assist with SOX compliance audits and help refine internal financial controls and processes
- 3-6 years of corporate finance, investment banking, or accounting experience in a high-growth environment
- Deep expertise in US GAAP, financial modeling, budgeting, and variance analysis
- Advanced proficiency in Excel and experience with modern ERP systems (NetSuite, Workday) and BI tools
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field
- Bonus: CPA certification, SQL proficiency, or previous experience in the technology sector