Financial Analyst

Evlo AI; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Evlo AI is seeking a Financial Analyst to own FP&A and financial reporting in a fast-scaling tech environment. You will forecast, analyze variances, and prepare management reports while partnering with accounting on close processes and SOX controls.

The role emphasizes hands-on ownership and decision-ready insights for spend, hiring, and growth. A strong foundation in US GAAP and SaaS metrics is essential.

Qualifications

• 3-6 years of FP&A, financial analysis, or public accounting experience.
• Bachelor's degree in Finance, Accounting, or Economics; CPA/CFA progress is a plus.
• Strong understanding of US GAAP including ASC 606 and SOX controls.
• Advanced Excel modeling; familiarity with Anaplan and ERP/BI tools.

Responsibilities

• Build and maintain driver-based financial models in Excel and Anaplan for planning and forecasts.
• Perform monthly variance analysis on revenue, OpEx, and margin vs budget.
• Partner with accounting on monthly close; ensure GAAP revenue treatment and accruals.
• Support SOX controls documentation, testing, and remediation plans.
• Prepare management reporting packages and KPI dashboards (Looker/Tableau).
• Analyze unit economics, cohort performance, and SaaS metrics to inform pricing decisions.
• Support SEC reporting workflows and quarterly/annual filings.

Skills

FP&A experience

Financial analysis

US GAAP knowledge

Advanced Excel modeling

GAAP revenue recognition

SOX controls

Communication skills

Pricing / go-to-market analysis

SEC reporting

SQL proficiency

Education

Bachelor's degree in Finance, Accounting, or Economics

Tools

Anaplan

NetSuite

Looker

Tableau

Power BI

Job description

About The Role

The Financial Analyst role supports core FP&A and financial reporting functions across a fast-scaling technology business, grounded in US GAAP and SEC reporting requirements. The role owns forecasting, variance analysis, and management reporting, and partners closely with accounting on close processes and SOX-controlled workflows.

The role matters because the business is scaling quickly, and leadership needs accurate, timely analysis to make decisions on spend, hiring, and growth. This is a hands‑on position with real ownership — not a reporting shop.

Key Responsibilities

• Build and maintain driver-based financial models in Excel and Anaplan to support annual planning, quarterly reforecasts, and long-range plans
• Perform monthly variance analysis on revenue, OpEx, and margin versus budget, and present findings to finance leadership
• Partner with accounting managers on the monthly close, reviewing reconciliations and ensuring GAAP‑compliant treatment of revenue recognition and accruals
• Support SOX compliance by documenting key controls, testing procedures, and remediation plans across financial processes
• Prepare management reporting packages and board materials, including KPI dashboards in Looker or Tableau
• Analyze unit economics, cohort performance, and SaaS metrics (ARR, churn, CAC payback) to inform pricing and go‑to‑market decisions
• Support SEC reporting workflows, including drafting and tie‑out support for quarterly and annual filings

What We Are Looking For

• 3-6 years of experience in FP&A, financial analysis, or public accounting (Big 4 or equivalent preferred)
• Bachelor's degree in Finance, Accounting, or Economics; CPA or CFA progress is a plus
• Deep understanding of US GAAP, including ASC 606 revenue recognition, and familiarity with SOX control frameworks
• Advanced Excel modeling skills; experience with Anaplan, Adaptive, or a comparable planning tool
• Comfort working with ERP data (NetSuite, Workday, or SAP) and BI tools (Looker, Tableau, or Power BI)
• Strong communication skills with the ability to explain financials to non‑finance stakeholders
• Bonus: experience at a venture‑backed or recently public technology company; exposure to SEC filing preparation; SQL proficiency