EliseAI

Finance and Strategy Associate

New York, New York, United States

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
AI, Healthcare, HousingIndustries

Finance & Strategy Associate

Employment Type: Full-Time Location Type: On-Site Salary Range: $130,000 - $180,000

About EliseAI

EliseAI develops cutting-edge conversational AI technology for industries fundamental to our lives: housing and healthcare. Everything is built on the foundation of health and home. Broken systems or ineffective processes in these domains have a disproportionate impact on our quality of life and society’s overall wellbeing. Conversely, any solution or technology that solves problems in these areas will have an impact that ripples far beyond them.

That’s the only kind of impact we are interested in having at EliseAI. If you get excited by the thought of working really hard on these kinds of problems, then EliseAI is the right place for you.

About The Role

As a Finance & Strategy Associate, you will play a key role at the intersection of finance, go-to-market, operations, and product strategy. You’ll work closely with senior leadership to support core FP&A processes, build reporting infrastructure, and tackle high-priority analytical projects. This role is ideal for someone who thrives in fast-paced environments and wants exposure to key business decisions early in their career.

Key Responsibilities

  • Build and maintain dashboards and models that track financial and operational performance across teams.
  • Partner with Sales and RevOps to improve the accuracy and transparency of commission calculations.
  • Support long-range planning, unit economics analysis, and revenue forecasting.
  • Own key parts of quarterly board materials and respond to ad hoc data requests from leadership and investors.
  • Develop and scale reporting processes using Snowflake and Hex, improving how teams access and act on data.
  • Work cross-functionally to define KPIs, build alignment, and operationalize strategic priorities.
  • Identify opportunities to streamline workflows, automate reporting, and increase visibility into business performance.
  • Attract top-tier talent to join our driven team.

Requirements

  • 1-2 years of experience in investment banking, strategic finance, or business analytics, ideally at a high-growth startup.
  • Advanced Excel/Sheets and financial modeling skills.
  • Strong SQL skills; familiarity with Snowflake and Hex is a plus.
  • Highly analytical with a strong sense for business strategy and operational drivers.
  • Proven ability to work independently and manage multiple priorities in a fast-paced environment.
  • Comfortable collaborating across GTM, product, and executive teams.
  • Strong communicator with a clear, concise, and data-driven approach to problem-solving.
  • Willingness to work in person at our office 5 days a week.

Why Join

Growth and impact. It’s not often that you can get in on the ground floor of a funded (unicorn!) startup that’s scaling. That means that instead of following a playbook, you’ll be writing it. Every single day you will be challenged to identify how we can scale and execute on it. You’ll learn what works when you succeed and what doesn’t when you fail. Either way, the rest of the team will be here to support you.

Benefits

In addition to the growth and impact you’ll have at EliseAI, we offer competitive salaries along with the following benefits:

  • Equity in the company in the form of stock options.
  • Medical, Dental, and Vision premiums covered at 100%.
  • Fully paid parental leave.
  • Commuter benefits.
  • 401k benefits.
  • Monthly fitness stipend.
  • A collaborative in-office environment with an open floor plan, fully stocked kitchen, and company-paid lunch.
  • Fun company social events through our Elise and the City program.
  • Unlimited vacation and paid holidays.
  • We'll cover relocation packages and make the move exciting, not painful!

Job Compensation Range

The salary range for this role is $130,000 - $180,000. EliseAI offers a competitive total rewards package which includes base salary, equity, and a comprehensive benefits & perks package. Exact compensation is determined based on a number of factors including experience, skill level, location, and qualifications which are assessed during the interview process. Additional details about total compensation will be provided during the interview process.

Skills

Financial Modeling
FP&A
Reporting
Data Analysis
Snowflake
Hex
KPI Definition
Workflow Automation
Commission Calculations
Revenue Forecasting
Strategic Planning
Unit Economics

EliseAI

Conversational AI solutions for businesses

About EliseAI

EliseAI provides conversational artificial intelligence solutions tailored for businesses in the real estate and healthcare sectors. The platform automates customer interactions and operational workflows, integrating with existing systems like Property Management Systems and Customer Relationship Management systems. For real estate clients, EliseAI streamlines the leasing process with tools for automated tour scheduling and virtual tour management, allowing potential renters to receive responses and schedule appointments 24/7. In healthcare, EliseAI acts as an AI assistant to manage patient inquiries and appointment scheduling, enhancing efficiency in medical facilities. The company operates on a Software-as-a-Service model, charging subscription fees based on service levels and customization. EliseAI's goal is to improve operational efficiency and customer satisfaction by automating routine tasks and providing valuable insights through analytics.

New York City, New YorkHeadquarters
2017Year Founded
$138MTotal Funding
SERIES_DCompany Stage
Enterprise Software, AI & Machine Learning, Real Estate, HealthcareIndustries
201-500Employees

Benefits

Equity in the company in the form of stock options
Medical, Dental and Vision premiums covered at 100%
Fully paid parental leave
Commuter benefits
401k benefits
Monthly fitness stipend
Fun company social events through our Elise and the City program
Unlimited vacation and paid holidays

Risks

Increased competition from companies like Colleen AI and Funnel may erode market share.
Expansion into healthcare faces challenges due to regulatory requirements and integration issues.
Reliance on proprietary technology poses risks if competitors develop superior solutions.

Differentiation

EliseAI integrates seamlessly with PMS, CRM, and calendar applications for efficient communication.
The platform handles 50% of tour appointments, with 27% scheduled after business hours.
EliseAI supports multiple languages, enhancing its utility in diverse markets.

Upsides

EliseAI's Series D funding of $75M boosts its market expansion and product development.
The platform's AI-driven predictive analytics improve rental pricing and occupancy forecasting.
Growing demand for AI in telehealth services aligns with EliseAI's HealthAI expansion.

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