What are the responsibilities and job description for the Financial Analyst position at Evlo AI?
About The Role
The Financial Analyst owns forecasting, variance analysis, and financial modeling for a high-growth technology business. This role builds the budgets, driver-based projections, and monthly reporting that leadership uses to allocate capital and manage the P&L.
Working across accounting, FP&A, and compliance, the analyst ensures reporting is accurate under US GAAP, supports SOX control testing, and delivers the analysis behind board-level decisions. This is a hands-on role with direct visibility into how the business runs.
Key Responsibilities
The Financial Analyst owns forecasting, variance analysis, and financial modeling for a high-growth technology business. This role builds the budgets, driver-based projections, and monthly reporting that leadership uses to allocate capital and manage the P&L.
Working across accounting, FP&A, and compliance, the analyst ensures reporting is accurate under US GAAP, supports SOX control testing, and delivers the analysis behind board-level decisions. This is a hands-on role with direct visibility into how the business runs.
Key Responsibilities
- Build and maintain driver-based financial models and forecasts in Excel and NetSuite, updating monthly against actuals
- Own monthly variance analysis across revenue, opex, and headcount, delivering commentary to finance leadership within close deadlines
- Prepare GAAP-compliant reporting packages, reconciliations, and supporting schedules for quarterly and annual close
- Support SOX compliance by documenting key controls, coordinating walkthroughs, and remediating deficiencies with internal audit
- Analyze unit economics, SaaS metrics (ARR, NRR, CAC payback), and margin trends to inform pricing and spend decisions
- Partner with accounting managers and compliance analysts to streamline close processes and automate reporting
- Present findings and recommendations to senior finance leadership, including board-ready summaries
- 3-6 years of experience in FP&A, financial analysis, or public accounting (audit or advisory)
- Bachelor's degree in Finance, Accounting, or Economics; CPA or CMA preferred
- Deep working knowledge of US GAAP and exposure to SOX controls and SEC reporting requirements
- Advanced Excel skills (complex modeling, pivot tables, INDEX/MATCH); experience with NetSuite, Workday, or similar ERP
- Strong SQL or Power BI/Tableau skills for pulling and visualizing data independently
- Ability to manage close deadlines, work with incomplete data, and communicate findings clearly to non-finance stakeholders
- Bonus: Experience at a venture-backed or publicly traded technology company; familiarity with ASC 606 revenue recognition; Python or advanced BI automation