Senior Financial Analyst jobs in United States
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Eltropy · 1 day ago

Senior Financial Analyst

Eltropy is on a mission to disrupt the way people access financial services, enabling financial institutions to digitally engage in a secure and compliant way. They are seeking a highly motivated Senior Financial Analyst to join their Finance team, where the role involves forecasting, budgeting, and delivering strategic financial insights to support key business decisions.

Artificial Intelligence (AI)Financial ServicesSoftware
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Growth Opportunities

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

Qualification

Financial modelingNetSuiteSaaS metricsGAAP knowledgeExcel proficiencyAnalytical skillsCommunication skillsProblem-solving skillsCritical-thinking skills

Required

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

Company

Eltropy

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Eltropy is a Credit union and Community bank that offers voice, text messaging, secure chat, and video banking services.

Funding

Current Stage
Growth Stage
Total Funding
$25M
Key Investors
K1 Investment Management
2021-06-16Series A· $25M

Leadership Team

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Ashish Garg
Co-founder and CEO
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Saahil Kamath
Head of Products (AI)
Company data provided by crunchbase