What are the responsibilities and job description for the Financial Analyst position at Evlo AI?
About The Role
The role owns financial analysis and reporting that drives decisions across the business: building models, preparing GAAP-compliant reporting packages, and supporting SOX control testing and SEC reporting deliverables.
You will partner closely with accounting, FP&A, and compliance teams to ensure the numbers are accurate, the controls are audited, and leadership has the analysis it needs to allocate capital.
Key Responsibilities
The role owns financial analysis and reporting that drives decisions across the business: building models, preparing GAAP-compliant reporting packages, and supporting SOX control testing and SEC reporting deliverables.
You will partner closely with accounting, FP&A, and compliance teams to ensure the numbers are accurate, the controls are audited, and leadership has the analysis it needs to allocate capital.
Key Responsibilities
- Build and maintain financial models in Excel and Power BI to support forecasting, variance analysis, and scenario planning
- Prepare monthly, quarterly, and annual reporting packages aligned to US GAAP, including flux analysis and executive summaries
- Support quarterly and annual SEC reporting deliverables (10-Q, 10-K), including technical accounting memos and supporting schedules
- Execute SOX control testing and remediation activities, coordinating walkthroughs with internal audit and external auditors
- Partner with accounting managers to close the books, reconcile key accounts, and resolve complex accounting issues
- Analyze business unit performance and present findings and recommendations to finance leadership
- Improve close and reporting processes through automation, better documentation, and tool adoption
- 3-6 years of experience in financial analysis, public accounting, or corporate finance, ideally with tech industry exposure
- Strong working knowledge of US GAAP, SOX controls, and SEC reporting requirements
- Advanced Excel modeling skills; experience with ERP systems (NetSuite, SAP, or Workday) and BI tools (Power BI, Tableau)
- Bachelor's degree in Accounting, Finance, or Economics; CPA or CPA track strongly preferred
- Proven ability to manage close cycles and audit deliverables under deadline pressure
- Clear written and verbal communication; comfortable presenting analysis to senior leadership
- Bonus: experience with revenue recognition (ASC 606), stock-based compensation, or SaaS metrics; SQL or Python for financial data analysis