Financial Analyst at Evlo AI

About The Role

The Financial Analyst owns the modeling, reporting, and analysis behind the company's financial decisions — from monthly close support and variance analysis to long-range planning for a growing SaaS business operating under US GAAP.

The role matters because finance here is a decision-making function, not a back office: the analyst's work directly informs pricing, headcount planning, capital allocation, and board-level reporting. The team operates in a SOX-controlled environment with SEC reporting exposure, so rigor and accuracy are non-negotiable.

Key Responsibilities

• Build and maintain driver-based financial models for revenue, headcount, and operating expenses in Excel and the corporate planning tool (e.g., Anaplan, Adaptive, or similar)
• Partner with Accounting to support month-end and quarter-end close, including flux analysis, accrual reviews, and reconciliation of P&L variances
• Produce monthly management reporting packages, board decks, and variance narratives that explain performance drivers to leadership
• Support SOX 404 compliance activities, including documentation of key controls, internal control walkthroughs, and remediation tracking
• Assist with SEC reporting deliverables (10-Q, 10-K, 8-K), including supporting schedules, tie-outs, and technical accounting research under ASC 606 and ASC 842
• Analyze unit economics — ARR, churn, CAC payback, gross margin by product line — and translate findings into actionable recommendations
• Improve finance systems and processes, including automating recurring reports and cleaning up data pipelines feeding the ERP (NetSuite or similar)

What We Are Looking For

• 3-6 years of experience in FP&A, investment banking, public accounting, or a comparable corporate finance role
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Expert-level Excel modeling skills; comfort with SQL or large-scale data pulls is a strong plus
• Working knowledge of US GAAP, with exposure to ASC 606 revenue recognition and SaaS metrics
• Experience with an ERP (NetSuite, SAP, Oracle) and a cloud planning tool
• Familiarity with SOX controls or SEC reporting processes
• Bonus: CPA, CFA, or MBA; prior experience at a high-growth or pre-IPO technology company; experience building models that survived diligence or an audit