What are the responsibilities and job description for the Senior Financial Analyst position at Eltropy?
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.
Location: Santa Clara, CA
Department: Finance
Employment Type: Full-Time
Minimum Experience: Experienced
Compensation: $120,000-$130,000 (OTE)
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, 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.
Salary : $120,000 - $130,000