Senior Financial Analyst

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, CADepartment: FinanceEmployment Type: Full-TimeMinimum Experience: ExperiencedCompensation: $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-makingSupport cash flow forecasting and play a key role in both short- and long-term liquidity planning through data-driven insightsCollaborate with Accounting to maintain consistency between budgets, forecasts, and reported financialsFacilitate operating expense planning, forecasting, and variance analysis in partnership with cross-functional teamsLeverage NetSuite and other transactional systems for reporting, data extraction, and reconciliations that support FP&A deliverablesEnhance FP&A processes, reporting accuracy, and analytical frameworks through continuous improvement initiativesContribute to the evaluation, implementation, and optimization of FP&A tools and systemsLead ad hoc analyses to support strategic and operational initiativesFoster a collaborative, solutions-oriented team cultureQualifications:Bachelor's degree in Finance, Accounting, Economics, or a related field3-5 years of experience in FP&A, corporate finance, or Private Equity, ideally in SaaS, PE-backed, or other high-growth environmentsStrong proficiency in Excel (financial modeling, scenario analysis, and pivot tables)Hands-on experience with NetSuite; exposure to FP&A tools or system implementations a plusStrong understanding of SaaS metrics, forecasting, and financial modeling best practicesWorking knowledge of GAAP to ensure forecasts reconcile with reported resultsSelf-starter with strong problem-solving, analytical, and critical-thinking skillsExcellent verbal and written communication skills, with the ability to distill complex analyses into clear, actionable insights for stakeholdersWhy 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 StarNo Fear - Tell the truthTeam of OwnersEltropy 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.