Senior Finance Analyst

Overview

This role serves as a Senior Analyst, Business Unit Finance, acting as the strategic finance partner to executive leadership and business unit leaders within a private equity–backed SaaS organization focused on the multi-family housing industry. The position drives financial performance, supports value creation initiatives, and enables scalable, profitable growth through disciplined planning, forecasting, and analysis.

Responsibilities

Strategic Finance & Business Partnership

• Act as the primary finance partner to Front Office/Demand Operations and Property Management business unit leadership, supporting strategy, investment decisions, and operational execution by framing decisions, risks, and trade-offs—not just presenting data
• Translate business and PE value-creation strategies into actionable financial plans and performance targets
• Lead development of forward-looking “what-if” scenarios to evaluate strategic choices, risks, and growth opportunities across the business unit
• Build flexible financial and operational models that allow executives to simulate outcomes under varying assumptions (market conditions, pricing, investments, cost structures)
• Partner as a thought partner to clarify priorities, define success measures, and align on strategic direction

Financial Planning, Forecasting & Analysis

• Lead annual budgeting and monthly forecasts for assigned business units in a PE operating cadence by working with General Managers and leaders within Sales, Implementation, and Customer Success
• Own and enhance SaaS financial models, including ARR, MRR, churn, CAC, LTV, gross margin, and unit economics
• Analyze performance drivers, variances, and trends with a focus on EBITDA, cash flow, and scalability
• Develop dashboards and reporting to monitor financial and operational KPIs aligned with PE objectives

SaaS & Multi-Family Industry Economics

• Partner with Product, Sales, and Revenue Operations on pricing, packaging, and monetization strategies
• Evaluate customer segmentation, retention, and lifetime value across multi-family housing portfolios
• Support deal structuring and contract analysis, including revenue recognition considerations
• Incorporate industry-specific dynamics such as unit-based pricing models, property counts, seasonality, and regulatory considerations

Operational Excellence & Value Creation

• Drive financial rigor, accountability, and scalable processes across the business unit
• Partner closely with accounting on close processes, accruals, and financial accuracy
• Identify and execute opportunities for margin expansion, cost efficiency, and operational leverage

Leadership & Cross-Functional Collaboration

• Collaborate cross-functionally with Sales, Product, Marketing, Customer Success, Implementation, Operations, and Accounting
• Influence effectively in a fast-paced, results-oriented PE-backed environment

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive finance experience, including strategic FP&A and business partnership roles
• 2+ years of experience in SaaS or recurring-revenue business models
• Proven ability to support senior executives and influence business strategy
• Deep understanding of SaaS metrics and unit economics
• Advanced financial modeling, forecasting, and analytical skills
• Strong executive-level communication and presentation capabilities

Preferred

• Experience in PropTech, real estate technology, or the multi-family housing industry
• Prior experience supporting value-creation initiatives
• Prior experience with Oracle EPM planning software, Salesforce, and Claude AI

Key Competencies

• Strategic thinker with strong systems and scenario-planning mindset
• Ability to operate effectively in ambiguous, unstructured environments
• Skilled in hypothesis-driven problem solving and structured thinking
• Strong executive presence and influence without authority
• Comfort making decisions and recommendations with incomplete data

Compensation & Benefits

• Health, dental, and vision insurance
• Retirement savings plan with company match
• Paid time off and holidays
• Professional development opportunities
• Performance-based bonus based on position

Compensation may vary depending on location, qualifications including job-related education, training, experience, licensure, and certification, and could result at a level outside of the stated ranges. Certain roles may also be eligible for additional rewards, including an annual bonus and sales incentives, depending on the terms of the applicable plan and role as well as individual performance.

Pay Range

USD $85,200.00 - USD $145,200.00 /Yr.

Location

Not specified.