Eltropy · 23 hours 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
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
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
Eltropy is a Credit union and Community bank that offers voice, text messaging, secure chat, and video banking services.
Funding
Current Stage
Growth StageTotal Funding
$25MKey Investors
K1 Investment Management
2021-06-16Series A· $25M
Recent News
2026-01-07
2026-01-05
2025-12-19
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