Financial Analyst

Evlo AI; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Evlo AI is seeking a Financial Analyst to own forecasting, variance analysis, and financial modeling for a high-growth technology business. This hands-on role collaborates across accounting, FP&A, and compliance to ensure US GAAP reporting and SOX controls are robust.

You will build driver-based models in Excel/NetSuite, own monthly variance across revenue and opex, and prepare GAAP reporting for close and board-level insights. Strong Excel, ERP, and BI skills are essential.

Qualifications

• 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

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

Skills

FP&A experience

US GAAP

Advanced Excel

SQL skills

Power BI

Tableau

NetSuite

Workday

Stakeholder communication

SOX familiarity

Education

Bachelor's degree in Finance/Accounting/Economics

CPA or CMA preferred

Tools

NetSuite

Workday

ERP systems

Job description

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

• 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

What We Are Looking For

• 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