Financial Analyst

Evlo AI; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Evlo AI, based in Boston, seeks a corporate FP&A professional to drive planning, variance analysis, and forecasting within a fast-growing tech environment. You will partner with accounting and operations to ensure strict adherence to US GAAP, streamline month-end reporting, and deliver actionable insights grounded in robust data models.

You will build complex financial models, perform variance analyses, and support executive leadership with strategic pricing and ROI assessments using Excel, SQL,

Qualifications

• 3–6 years of corporate finance or accounting experience in a high-growth tech/SaaS environment.
• Advanced proficiency in financial modeling, Excel, SQL, and FP&A software.
• Strong knowledge of US GAAP, financial statement mechanics, and internal control frameworks.
• Bachelor's degree in Finance, Accounting, Economics, or related field; CFA or CPA designation preferred.
• Bonus: Experience with SEC reporting, NetSuite ERP, and Python-based data analysis.

Responsibilities

• Build and maintain complex financial models in Excel and FP&A tooling to support annual budgeting and quarterly forecasting.
• Perform monthly budget-vs-actual variance analyses, identifying key cost drivers and operational anomalies.
• Partner with accounting teams to ensure accurate revenue recognition and expense accruals in compliance with US GAAP and SOX controls.
• Prepare comprehensive financial packages and metric decks for executive leadership and board meetings.
• Automate reporting workflows and improve data integrity across financial systems and ERP databases.
• Support ad-hoc strategic projects, including unit economics analysis, pricing evaluations, and ROI assessments.

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Adaptive Insights

Anaplan

Job description

About The Role

The role drives corporate financial planning, variance analysis, and strategic forecasting to support executive decision-making in a high-growth tech environment.

About The Role

The role drives corporate financial planning, variance analysis, and strategic forecasting to support executive decision-making in a high-growth tech environment.

You will partner closely with accounting and business operations to ensure strict adherence to US GAAP, streamline month-end reporting, and deliver actionable financial insights grounded in robust data models.

Key Responsibilities

• Build and maintain complex financial models in Excel and FP&A tooling to support annual budgeting and quarterly forecasting
• Perform monthly budget-vs-actual variance analyses, identifying key cost drivers and operational anomalies
• Partner with accounting teams to ensure accurate revenue recognition and expense accruals in compliance with US GAAP and SOX controls
• Prepare comprehensive financial packages and metric decks for executive leadership and board meetings
• Automate reporting workflows and improve data integrity across financial systems and ERP databases
• Support ad-hoc strategic projects, including unit economics analysis, pricing evaluations, and ROI assessments

What We Are Looking For

• 3-6 years of corporate finance, investment banking, or accounting experience within a high-growth technology or SaaS environment
• Advanced proficiency in financial modeling, Excel, SQL, and enterprise FP&A software (e.g., Adaptive Insights, Anaplan)
• Deep working knowledge of US GAAP principles, financial statement mechanics, and internal control frameworks
• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field; CFA or CPA designation preferred
• Bonus: Experience with SEC reporting, NetSuite ERP, and Python-based data analysis