Financial Analyst

Evlo AI; Minneapolis (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

Evlo AI is seeking a Financial Analyst to own forecasting, variance analysis, and financial reporting in a high-growth tech environment. You will build models for revenue projections, budgets, unit economics, and scenario planning grounded in US GAAP, with exposure to SOX controls and SEC reporting workflows.

This hands-on role involves direct work in ERP and planning systems, not just interpretation. You will collaborate with department heads to explain drivers to support quarterly closes and

Qualifications

• 3-7 years of FP&A or related analytical finance experience.
• Strong command of US GAAP and monthly/quarterly close processes.
• Experience supporting SOX controls or SEC reporting processes.
• Advanced Excel modeling with ERP and BI tool experience required.

Responsibilities

• Build and maintain financial models for revenue forecasting, budgets, and long-range planning in Excel and FP&A platforms.
• Prepare monthly, quarterly, and annual variance analyses with department heads.
• Assist in quarterly close and SEC reporting deliverables and GAAP reconciliation.
• Support SOX controls: document key controls and coordinate with internal audit.
• Analyze unit economics, SaaS metrics, and margin trends to inform pricing and investments.
• Automate recurring analyses in SQL, Power BI, or Tableau.
• Present findings to finance leadership in clear, decision-ready formats.

Skills

FP&A experience

US GAAP knowledge

Advanced Excel

SQL proficiency

Power BI

Tableau

Communication skills

SOX/compliance

SaaS metrics

CPA/CFA/MBA (bonus)

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

NetSuite

SAP

Workday

Job description

About The Role

The Financial Analyst owns forecasting, variance analysis, and financial reporting for a high-growth technology business, working at the intersection of corporate finance and regulatory compliance. The role produces the models and analyses leadership uses to make operating decisions — revenue projections, budget-versus-actual reporting, unit economics, and scenario planning — all grounded in US GAAP.

About The Role

The Financial Analyst owns forecasting, variance analysis, and financial reporting for a high-growth technology business, working at the intersection of corporate finance and regulatory compliance. The role produces the models and analyses leadership uses to make operating decisions — revenue projections, budget-versus-actual reporting, unit economics, and scenario planning — all grounded in US GAAP. Because the business is publicly traded or on that path, the role also supports SOX control testing, internal control documentation, and SEC reporting workflows. This is a hands-on position: expect to work directly in ERP and planning systems, not just interpret what comes out of them.

Key Responsibilities

• Build and maintain financial models for revenue forecasting, operating budgets, and long-range planning in Excel and a FP&A platform (e.g., Adaptive, Anaplan, or Pigment)
• Prepare monthly, quarterly, and annual variance analyses, partnering with department heads to explain drivers and correct forecast assumptions
• Support quarterly close and SEC reporting deliverables, including drafting sections of 10-Q/10-K filings and reconciling supporting schedules to GAAP requirements
• Assist in SOX compliance: document key controls, coordinate walkthroughs with internal audit, and track remediation of deficiencies
• Analyze unit economics, margin trends, and SaaS metrics (ARR, churn, CAC payback) to inform pricing and investment decisions
• Streamline reporting by automating recurring analyses in SQL, Power BI, or Tableau
• Present findings and recommendations to finance leadership in clear, decision-ready formats

What We Are Looking For

• 3-7 years of experience in FP&A, corporate finance, public accounting, or a related analytical finance role
• Strong command of US GAAP, accrual accounting, and the mechanics of the monthly/quarterly close
• Hands-on experience supporting SOX compliance or internal controls, or exposure to SEC reporting processes
• Advanced Excel modeling skills; experience with an ERP (NetSuite, SAP, or Workday) and a BI tool (Power BI, Tableau, or Looker)
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Clear written and verbal communication, with the ability to explain financial results to non-finance stakeholders
• Bonus: CPA, CFA candidacy, or MBA; prior experience at a public company or in Big 4 audit; SQL proficiency; experience with SaaS revenue recognition (ASC 606)