Senior Financial Analyst, Eltropy
Temp to Perm
$120-130k
4-5 days a week in office (Santa Clara, CA)
Unified conversation platform for credit unions & community banks
Be an early applicant
Unified conversation platform for credit unions & community banks
201-500 employees
Be an early applicant
$120-130k
4-5 days a week in office (Santa Clara, CA)
201-500 employees
Company mission
Top create a world where millions of people can access the best financial products & services, anytime, anywhere.
Role
Who you are
- 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
- 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
What the job involves
- You’ll play a critical role in forecasting, budgeting, and delivering strategic financial insights that support key business decisions
- 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
Our take
Eltropy is on a mission to lead financial institutions (FIs) into the digital revolution with its communications platform, enabling FIs to engage with customers securely and in full compliance. Already trusted by over 650 credit unions and community banks - including First Alliance and FiCare -the company is making waves in the sector.
As the demand for secure customer interactions continues to rise, Eltropy has seen a surge in adoption of its solutions. A strategic investment from K1 in 2021 fuled the company's ability to scale operations and enhance its digital communications platform, positioning it to meet the growing demand.
And in 2023, it expanded its footprint further, partnering with banks like TruWest to roll oput advanced video banking solutions, including the fraud-busting 'video verify'. Additionally, a collaboration with the automated origination platform, Origence, is improving communication across the credit industry, helping institutions stay ahead in an increasingly digital world.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Generous time off: Recharge and reconnect with generous paid company holidays
- Work-life balance: Open communication, support, and resources for maintaining balance
- Own your success: Be a part of Eltropy's growth story with generous ESOPs
- Family matters: Put your family first with paid parental leaves & team support
- Perks you'll love: Reimbursements, office lunch, & beautiful new office spaces
Company HQ
Santa Clara, CA
Leadership
Ashish Garg
(Co-Founder & CEO)Previously co-founded Oodio.net, acting as a Board Member. Experience as CEO for BITS Pilani Alumni Association.
Chandra Bhople
(Co-Founder & CTO)Previously co-founded and acted as Director for Business & Engineering Schools.
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