About the role: We are seeking a highly motivated Sr. Financial Analyst to join our Finance team. The ideal candidate has 3-5 years of experience in Private Equity, SaaS, or Tech startup environments, and thrives in a dynamic, fast-paced setting. You’ll play a critical role in forecasting, budgeting, and delivering strategic financial insights that support key business decisions.

Role & Responsibilities:

Maintain and refine integrated financial models (P&L, Balance Sheet, and Cash Flow) to generate insights that guide forecasting, planning, and strategic decision-making
Support cash flow forecasting and play a key role in both short- and long-term liquidity planning through data-driven insights
Collaborate with Accounting to maintain consistency between budgets, forecasts, and reported financials
Facilitate operating expense planning, forecasting, and variance analysis in partnership with cross-functional teams
Leverage NetSuite and other transactional systems for reporting, data extraction, and reconciliations that support FP&A deliverables
Enhance FP&A processes, reporting accuracy, and analytical frameworks through continuous improvement initiatives
Contribute to the evaluation, implementation, and optimization of FP&A tools and systems
Lead ad hoc analyses to support strategic and operational initiatives
Foster a collaborative, solutions-oriented team culture

Qualifications:

Bachelor's degree in Finance, Accounting, Economics, or a related field
3-5 years of experience in FP&A, corporate finance, VC or Private Equity, ideally in SaaS, PE-backed, or other high-growth environments
Strong proficiency in Excel (financial modeling, scenario analysis, and pivot tables)
Hands-on experience with NetSuite; exposure to FP&A tools or system implementations a plus
Strong understanding of SaaS metrics, forecasting, and financial modeling best practices
Working knowledge of GAAP to ensure forecasts reconcile with reported results
Self-starter with strong problem-solving, analytical, and critical-thinking skills
Excellent verbal and written communication skills, with the ability to distill complex analyses into clear, actionable insights for stakeholders

Why join us?

Be part of a dynamic, high-growth tech company with an exciting future.
Work in a collaborative and supportive environment that values innovation and employee experience.
An opportunity to make a direct impact in shaping our financial strategy and insights that guide Eltropy’s growth.

About Eltropy (www.eltropy.com)

Eltropy is on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology — all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities.

Eltropy Values:

Customers are our North Star
No Fear - Tell the truth
Team of Owners

Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Compensation: $120,000-$130,000
Location: 4 days onsite in Santa Clara, CA

Learn more about this Employer on their Career Site

Senior Financial Analyst