Investment Analyst analyzing private debt and equity opportunities for DID’s international impact investment fund. Supporting financial models, reporting, sector monitoring, and impact measurement.
About the role
- Senior Financial Analyst at EvenUp supporting corporate consolidation and G&A finance. Focused on management reporting and budget partnership across functions.
Responsibilities
- Own the monthly roll-up of every function into the corporate model, pulling Engineering, Product, GTM, and G&A actuals and forecasts together into one company P&L that ties to the source of truth. Reduce roll-up-to-report cycle time and eliminate manual rework.
- Build and maintain the monthly reporting package: actuals vs. budget/forecast, variance commentary, and KPI tracking. Support the quarterly board deck.
- Serve as the finance partner to G&A cost-center owners (Finance, Legal, People, Operations). Own G&A budgets, forecasts, headcount, and vendor spend, with monthly variance reviews. Given ~700 employees across two countries, people cost and headcount are the center of gravity here.
- Own the corporate model as the single place all functions come together; ensure the mapping from source systems and functional inputs into the model is accurate, documented, and scalable as we grow.
- Push reporting off spreadsheets and toward the data stack. Partner with Data and Accounting to build repeatable, auditable pulls from BigQuery/dbt rather than manual extracts.
- Support ad hoc analysis for the CFO and finance leadership (unit economics, cost efficiency, scenario work).
- Prepare variance analysis with clear, decision-useful commentary, not just deltas.
- Build and maintain G&A forecasts and headcount plans; own the re-forecast cycle for your areas.
Requirements
- 4+ years in FP&A or corporate finance; experience owning or building a corporate/consolidated model that rolls up multiple functions or business units required.
- Strong grasp of how a company P&L is built bottoms-up. You understand what each function drives and how it flows into the corporate model, and can reconcile inputs to actuals.
- Expert Excel/Sheets modeling (SUMIFS, array formulas, clean model architecture); you build models other people can actually maintain.
- Comfort working directly with data: SQL against a warehouse, or a demonstrated ability to pick it up fast.
- Hands-on with a modern ERP for sourcing actuals.
- Precise, low-ego, and self-directed. You catch your own errors and communicate concisely.
Benefits
- Choice of medical, dental, and vision insurance plans for you and your family.
- Additional insurance coverage options for life, accident, or critical illness.
- Flexible paid time off, sick leave, short-term and long-term disability.
- 10 US observed holidays, and Canadian statutory holidays by province.
- A home office stipend.
- 401(k) for US-based employees and RRSP for Canada-based employees.
- Paid parental leave.
- A local in-person meet-up program.
- Hubs in San Francisco and Toronto.
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