What are the responsibilities and job description for the Financial Analyst position at Evlo AI?
About The Role
The Financial Analyst owns the modeling, reporting, and analysis that drive financial decisions across the business — from monthly close and variance analysis to long-range planning and board reporting.
The role sits at the intersection of corporate finance and regulatory rigor: work is grounded in US GAAP, supports SOX compliance controls, and feeds the accurate, timely disclosure the SEC framework demands.
Key Responsibilities
The Financial Analyst owns the modeling, reporting, and analysis that drive financial decisions across the business — from monthly close and variance analysis to long-range planning and board reporting.
The role sits at the intersection of corporate finance and regulatory rigor: work is grounded in US GAAP, supports SOX compliance controls, and feeds the accurate, timely disclosure the SEC framework demands.
Key Responsibilities
- Build and maintain financial models in Excel and NetSuite (or similar ERP) to support budgeting, forecasting, and scenario planning
- Own monthly and quarterly close deliverables, including variance analysis against plan with clear, decision-ready commentary
- Partner with accounting to ensure GAAP-compliant treatment of revenue recognition, accruals, and capitalization
- Support SOX compliance by documenting key controls, executing testing procedures, and remediating identified gaps
- Prepare management reporting packages and board materials, translating complex financial data into clear narratives
- Analyze business unit performance, unit economics, and margin trends to surface risks and opportunities to leadership
- Assist with audit support and SEC-readiness workstreams, including supporting schedules and reconciliations
- 3-6 years of experience in FP&A, corporate finance, public accounting, or a related analytical role
- Strong command of US GAAP; direct exposure to SOX controls and audit processes required
- Advanced Excel modeling skills; hands-on experience with a major ERP (NetSuite, SAP, Oracle) and BI tools (Looker, Tableau, or Power BI)
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Ability to translate analysis into concise, executive-ready recommendations
- CPA or CFA candidacy (or comparable certification) is a plus
- Bonus: experience at a high-growth SaaS company, SEC reporting exposure, or familiarity with ASC 606 revenue recognition