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Evlo AI · Austin, TX

Financial Analyst

mid_levelfull timePosted yesterday
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About The Role

The Financial Analyst supports corporate finance and accounting operations across forecasting, management reporting, and financial analysis. The role works with US GAAP-based data, reconciles operating metrics to the general ledger, and helps maintain accurate reporting for leadership and external stakeholders.

You will partner with accounting, compliance, and business teams to explain financial performance, strengthen SOX controls, and prepare analysis that supports planning and SEC reporting requirements. The role is remote and based in Austin, TX, with regular collaboration across distributed teams.

Key Responsibilities

- Build monthly forecasts, variance analyses, and financial models using Excel, Google Sheets, and corporate planning tools

- Prepare management reporting packages that connect revenue, expenses, headcount, cash flow, and operating metrics to the general ledger

- Reconcile financial data across ERP, billing, payroll, and business intelligence systems; investigate and resolve discrepancies

- Support quarterly and annual close activities, including account analysis, accruals, flux explanations, and audit requests

- Document and test SOX controls related to financial reporting, data access, reconciliations, and approval workflows

- Partner with accounting and compliance teams to interpret US GAAP and SEC reporting requirements and maintain supporting documentation

- Develop dashboards and recurring analyses in tools such as SQL, Tableau, or Power BI to improve visibility into business performance

What We Are Looking For

- 1-3 years of experience in financial analysis, corporate finance, accounting, audit, or a related analytical role

- Bachelor’s degree in finance, accounting, economics, business, or a comparable quantitative field

- Strong understanding of US GAAP, financial statement relationships, forecasting, and variance analysis

- Advanced Excel or Google Sheets skills, including pivot tables, lookup functions, financial models, and data validation

- Experience working with ERP, planning, reporting, or business intelligence systems; familiarity with SQL is preferred

- Strong attention to detail and ability to manage close, reporting, and analysis deadlines across multiple stakeholders

- Bonus: experience with SOX controls, SEC reporting, public-company audits, NetSuite, Workday Adaptive Planning, Tableau, Power BI, or a CPA/CPA-track background

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