About the role

Aplyr's Quick Take

This role is for a Senior Financial Analyst focused on forecasting, budgeting, and financial modeling in a fast-paced tech environment. You'll work closely with cross-functional teams and maintain financial models to support strategic decisions. It's an individual contributor role with a significant emphasis on data analysis and collaboration.

Good fit

Ideal candidates have 3-5 years of experience in finance, particularly in SaaS or tech startups, and are comfortable in dynamic settings. Strong Excel skills and familiarity with financial modeling are essential, along with a proactive problem-solving approach.

Worth noting

The position requires onsite work Monday through Thursday, which may not appeal to those seeking remote flexibility. The emphasis on continuous improvement and collaboration suggests a culture focused on innovation and teamwork.

Location: Santa Clara, CA (Monday - Thursday onsite)
Compensation: $120,000 - $140,000

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, 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.

Skills & Tags

ai data product

Aplyr's read

Eltropy Inc. specializes in secure digital communication solutions for credit unions and community banks, attracting professionals in fintech, AI, and customer success.
Synthesized from recent postings & public sources

What's promising

•Eltropy focuses on a niche market, offering tailored solutions for credit unions and community banks.
•The company is expanding its AI capabilities, hiring roles like Product Manager - AI & Analytics.
•Eltropy is growing internationally, with roles like Onboarding Optimization Specialist based in India.

What to watch

•Competition in the fintech space is intense, with many companies offering similar communication solutions.
•Limited public information about Eltropy's financial performance and long-term stability.
•The company may face challenges scaling its platform to larger financial institutions.

Why Eltropy Inc.

•Eltropy's platform integrates secure messaging and video chat specifically for financial institutions.
•The company's focus on credit unions and community banks differentiates it from broader fintech solutions.
•Eltropy is investing in AI and telephony, enhancing its product offerings and market appeal.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Eltropy Inc.

Eltropy Inc.

eltropyinc.com

View company

Eltropy Inc. provides a digital communication platform designed for credit unions and community banks, enabling them to engage with their members through secure messaging and video chat.