Financial Analyst

Evlo AI; Seattle (WA); On-site; USD 85,000 - 110,000; Full time

Job summary

Evlo AI is seeking a Financial Analyst to own budgeting, forecasting, and GAAP reporting. You will work inside a SOX-controlled environment, using NetSuite and Excel to build models and perform variance analysis for leadership and auditors.

You will partner with accounting during monthly close, support SOX controls, and drive automation of reporting processes. 3–6 years of FP&A or public accounting experience is expected.

Qualifications

• 3–6 years of experience in financial analysis, FP&A, or public accounting.
• Bachelor's degree in Accounting, Finance, or Economics; CPA or CPA candidacy preferred.
• Working knowledge of SOX controls and US GAAP reporting.
• Hands-on ERP experience (NetSuite, Workday, or SAP) plus advanced Excel modeling.
• Ability to explain variance drivers and financial results clearly to non-finance stakeholders.
• Experience in a technology company or fast‑scaling, audited environment.
• Bonus: SQL or Python for financial data analysis; exposure to SEC reporting (10‑K/10‑Q).

Responsibilities

• Build and maintain monthly, quarterly, and annual financial models in Excel and NetSuite covering revenue, opex, and headcount forecasts.
• Run variance analysis against budget and prior periods, documenting drivers and presenting findings to finance leadership.
• Support SOX compliance by executing control walkthroughs, maintaining control documentation, and coordinating remediation of identified gaps.
• Prepare GAAP‑compliant reporting packages, including flux analysis and margin reporting for internal and external stakeholders.
• Partner with accounting managers during monthly close to reconcile accounts, review journal entries, and resolve discrepancies.
• Automate recurring reporting and reconciliation workflows in Excel (Power Query) and the ERP to reduce manual close work.
• Assist with audit readiness, compiling PBC deliverables and responding to external auditor requests.

Skills

Financial analysis

FP&A

Variance analysis

US GAAP reporting

Excel modeling

Power Query

Audit readiness

SQL or Python

Education

Bachelor's degree in Accounting, Finance, or Economics

CPA or CPA candidacy preferred

Tools

NetSuite

Workday

SAP

Job description

About The Role

The role owns financial analysis and reporting that anchor decision-making across the business: budgets, forecasts, variance analysis, and the GAAP-compliant reporting packages that reach finance leadership and auditors.

Operating in a SOX-controlled environment, the analyst works daily in the general ledger and planning systems, partners with accounting and FP&A on close cycles, and ensures reporting accuracy at a standard suitable for SEC‑adjacent disclosure requirements.

Key Responsibilities

• Build and maintain monthly, quarterly, and annual financial models in Excel and NetSuite, covering revenue, opex, and headcount forecasts
• Run variance analysis against budget and prior periods, documenting drivers and presenting findings to finance leadership
• Support SOX compliance by executing control walkthroughs, maintaining control documentation, and coordinating remediation of identified gaps
• Prepare GAAP‑compliant reporting packages, including flux analysis, margin reporting, and supporting schedules for internal and external stakeholders
• Partner with accounting managers during monthly close to reconcile accounts, review journal entries, and resolve discrepancies
• Automate recurring reporting and reconciliation workflows in Excel (Power Query) and the ERP to reduce manual close work
• Assist with audit readiness, compiling PBC deliverables and responding to external auditor requests

What We Are Looking For

• 3-6 years of experience in financial analysis, FP&A, or public accounting with meaningful exposure to US GAAP reporting
• Bachelor's degree in Accounting, Finance, or Economics; CPA or CPA candidacy preferred
• Working knowledge of SOX internal controls and audit support processes
• Hands‑on ERP experience (NetSuite, Workday, or SAP) plus advanced Excel modeling skills
• Demonstrated ability to explain variance drivers and financial results clearly to non‑finance stakeholders
• Experience in a technology company or other fast‑scaling, audited environment
• Bonus: SQL or scripting experience (Python) for financial data analysis; exposure to SEC reporting or 10‑K/10‑Q preparation