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

Requirements

Candidates should have 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 are required, along with strong SQL skills. Familiarity with Snowflake and Hex is a plus. The ideal candidate is highly analytical with a strong sense for business strategy and operational drivers, capable of working independently, managing multiple priorities in a fast-paced environment, and collaborating effectively across teams. Strong communication skills with a data-driven approach are essential.

Responsibilities

The Finance and Strategy Associate will build and maintain dashboards and models to track financial and operational performance, partnering with Sales and RevOps to improve commission calculations. Responsibilities include supporting long-range planning, unit economics analysis, and revenue forecasting, as well as owning key parts of quarterly board materials and responding to ad hoc data requests. The role involves developing and scaling reporting processes using Snowflake and Hex, defining KPIs, building alignment, operationalizing strategic priorities, and identifying opportunities for workflow streamlining and reporting automation.

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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