Strategic Financial Analyst, FP&A & Compliance

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

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.