Data Engineer / Financial Technologist

Why Join Evotix?

At Evotix, we’re transforming the way businesses approach health, safety, and wellbeing. Our team thrives on bold ideas, celebrates diversity, and embraces the power of collaboration.

Here’s why you’ll love working with us:

• Competitive Compensation: Enjoy a competitive base salary and company-based performance bonus.
• Time to Recharge: Unlimited Annual Leave because we trust you to balance your work and wellbeing.
• Support for You: Access to our Employee Assistance Program, including mental health, legal, and financial guidance.
• Growth Opportunities: Educational benefits to help you keep learning and growing.
• Team Culture: Regular team events, an inclusive environment, and a shared commitment to making an impact.

The Role

Build intelligent finance systems. Automate insight. Power smarter decisions.

We’re looking for a hands-on Data Engineer / Financial Technologist to work at the intersection of Finance, BI, and Engineering. You’ll build and maintain data pipelines for SaaS metrics, automate core finance processes using Python, APIs, and AI-powered tools, and own our Planful platform to ensure reliable forecasting, budgeting, and reporting.

If you’re comfortable moving between finance data and code, enjoy improving systems through automation, and want to make a measurable impact in a fast-growing SaaS business, this role gives you the ownership and space to do exactly that.

What You'll Do

• Take ownership of Planful post-implementation, ensuring the system is fully functional, stable, and aligned with business needs.
• Work with FP&A to optimise Planful models, dimensions, and reporting templates, improving usability and adoption across Finance.
• Design, build, and maintain ETL/ELT pipelines feeding the central data warehouse.
• Integrate data from ERP (Xero/NetSuite/Intacct), CRM (Salesforce/HubSpot), billing, FP&A tools (Planful) and banking platforms.
• Develop and maintain Planful reports and dashboards used for monthly performance reviews and Board reporting.
• Automate repetitive Finance processes: reconciliations, journal postings, ARR roll-forward checks, variance reporting.
• Use APIs, Python scripts, and AI agents to reduce manual work across AP, AR, and FP&A.
• Partner with Finance and FP&A to improve close speed and forecast accuracy through automation.
• Ensure SaaS metrics (ARR, NRR, CAC payback, churn) are automatically reconciled between source systems and dashboards.
• Troubleshoot Planful data or workflow issues, liaising with internal teams and Planful support as needed.
• Develop scripts/AI workflows for automated management reports and Board packs.

What You Bring

Must-Haves

• 4+ years’ experience as a Data Engineer, Financial Systems Analyst, or Finance Technologist (preferably in SaaS or subscription businesses).
• Hands-on experience with Planful, including building or maintaining models, reports, or integrations.
• Strong Python programming skills (pandas, NumPy, automation libraries).
• Experience with ETL/ELT tools (Fivetran, dbt, Airflow) and cloud data warehouses.
• Familiarity with finance systems: ERP (NetSuite/Intacct), CRM (Salesforce/HubSpot), FP&A platforms (Planful).
• Exposure to AI-powered tools and agents (LangChain, OpenAI API, or equivalent).
• Track record of automating manual finance tasks (e.g., reconciliations, report generation, variance analysis).
• Strong knowledge of SaaS finance and metrics (ARR, NRR, CAC, payback, LTV).
• Strong problem-solving skills and ability to work in a lean, fast-paced environment. Hands-on and solutions oriented.
• Basic knowledge of accounting principles to understand Finance workflows.

Nice-to-Haves

• Prior experience in private equity-backed SaaS companies.
• Experience driving post-implementation optimization or user adoption of FP&A systems
• Knowledge of robotic process automation (RPA) tools (UiPath, Power Automate).
• Experience deploying machine learning or anomaly detection for fraud/variance detection in financial data.

Please note that Evotix is unable to offer visa sponsorship. You must have the legal right to work in the country where the role is based at the time of application.

Interview Process

We aim to keep our interview process transparent, fair, and respectful of your time. While steps may vary slightly by role, you can typically expect:

• Initial chat: A conversation with a member of our Talent team to learn more about your background, motivations, and answer any initial questions.
• Predictive Index (PI) assessment: A behavioural and cognitive assessment designed to better understand your working style and how you approach problem-solving.
• Hiring Manager interview: A role-focused discussion exploring your experience, skills, and how you approach real-world scenarios relevant to the role.
• Final interview: A conversation with key stakeholders to dive deeper into collaboration, alignment, and mutual fit.
• Offer: If successful, we’ll move quickly to share an offer and next steps.

We’re happy to make reasonable adjustments at any stage of the process — just let us know what you need.

Ready to Make a Difference?
If you’re a bold, results-driven leader who thrives on challenges, loves scaling success, and is passionate about making a difference—we want to hear from you!

Thank you for your interest. Please note, we are not seeking support from external recruitment agencies at this time. Direct applications from candidates are warmly welcomed.