Financial Analyst

Evlo AI; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Evlo AI in San Francisco, CA seeks a Financial Analyst to drive data-driven decision making across product, operations, and revenue. You will build models, perform variance analyses, and support SEC reporting with a strong grounding in US GAAP and SOX controls.

You will partner with accounting, FP&A, and compliance teams to ensure accurate numbers and actionable insights, shaping capital allocation and pricing decisions in a fast-growing tech environment.

Qualifications

• 3-6 years of experience in financial analysis, FP&A, investment banking, or public accounting.
• Deep understanding of US GAAP; working knowledge of SOX controls and SEC reporting frameworks.
• Advanced Excel and financial modeling skills; SQL experience strongly preferred.
• BI tools (Tableau, Power BI, or Looker) and ERP systems (NetSuite, Oracle, or SAP).
• CPA or CFA candidacy is a plus; strong written and verbal communication with executive audiences.

Responsibilities

• Build and maintain financial models in Excel and SQL to support forecasting, budgeting, and scenario analysis.
• Prepare monthly and quarterly variance analyses against budget, presenting findings to finance leadership.
• Support SOX compliance by documenting controls, testing key processes, and remediating identified gaps.
• Assist with SEC reporting deliverables, including supporting schedules and MD&A analysis.
• Partner with accounting managers on month-end close, reconciliations, and accrual accuracy.
• Develop dashboards and reporting in Tableau or Power BI to track KPIs across business units.
• Evaluate investment opportunities and business cases, modeling ROI, payback, and risk scenarios.

Skills

Financial analysis

FP&A

Executive communication

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Excel

SQL

Tableau

Power BI

Looker

NetSuite

Oracle

SAP

Job description

About The Role

The Financial Analyst role drives decision-making across the business: building models, analyzing performance, and translating financial data into recommendations leadership can act on. The work is grounded in US GAAP, with exposure to SOX controls and SEC reporting requirements.

About The Role

The Financial Analyst role drives decision-making across the business: building models, analyzing performance, and translating financial data into recommendations leadership can act on. The work is grounded in US GAAP, with exposure to SOX controls and SEC reporting requirements. This role matters because capital allocation, pricing, and headcount decisions all depend on accurate, timely analysis. You will partner with accounting, FP&A, and compliance teams to ensure the numbers are right and the insights behind them are sharp.

Key Responsibilities

• Build and maintain financial models in Excel and SQL to support forecasting, budgeting, and scenario analysis
• Prepare monthly and quarterly variance analyses against budget, presenting findings to finance leadership
• Support SOX compliance by documenting controls, testing key processes, and remediating identified gaps
• Assist with SEC reporting deliverables, including supporting schedules and MD&A analysis
• Partner with accounting managers on month-end close, reconciliations, and accrual accuracy
• Develop dashboards and reporting in Tableau or Power BI to track KPIs across business units
• Evaluate investment opportunities and business cases, modeling ROI, payback, and risk scenarios

What We Are Looking For

• 3-6 years of experience in financial analysis, FP&A, investment banking, or public accounting
• Deep understanding of US GAAP; working knowledge of SOX controls and SEC reporting frameworks
• Advanced Excel and financial modeling skills; SQL experience strongly preferred
• Hands-on with BI tools (Tableau, Power BI, or Looker) and ERP systems (NetSuite, Oracle, or SAP)
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• CPA or CFA candidacy is a plus; strong written and verbal communication with executive audiences
• Bonus: experience at a high-growth technology company, familiarity with SaaS metrics (ARR, NRR, CAC payback), or exposure to revenue recognition under ASC 606