Senior Financial Analyst at Eltropy

Santa Clara, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Dec, 25

Salary

130000.0

Posted On

19 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, Forecasting, Budgeting, Variance Analysis, Excel, NetSuite, SaaS Metrics, GAAP, Analytical Skills, Problem-Solving, Communication Skills, Collaboration, Continuous Improvement, Data-Driven Insights, Strategic Decision-Making, Operational Initiatives

Industry

Financial Services

Description

Job Title: Sr. Financial Analyst (Temp to Perm) Location: Santa Clara, CA Compensation: $120,000 - $130,000 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, 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.

Responsibilities

The Senior Financial Analyst will maintain and refine integrated financial models to guide forecasting and strategic decision-making. They will also support cash flow forecasting and collaborate with Accounting to ensure consistency between budgets and reported financials.