Senior Forecast Analyst

Senior Forecast Analyst, Business Unit Finance

The Senior Forecast Analyst, Business Unit Finance serves as the strategic finance partner to executive leadership and business unit leaders within a private equity–backed SaaS organization specializing in the multi-family housing industry. This role is responsible for driving financial performance, supporting value creation initiatives, and enabling scalable, profitable growth through disciplined planning, forecasting, and analysis. Operating in a PE-backed environment, this analyst brings a strong ownership mindset, a bias toward action, and a deep understanding of the financial levers that drive ARR & EBITDA growth, cash flow, and enterprise value.

Strategic Finance & Business Partnership

- Act as the primary finance partner to Insurance 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)

- Act as a thought partner, helping leaders clarify priorities, define success measures, and align on strategic direction

Financial Planning, Forecasting & Analysis

- Lead annual budgeting, rolling forecasts, and long-range planning for assigned business units in a PE operating cadence

- 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, contract analysis, and 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

- Support M&A activity, integrations, and post-acquisition performance tracking as applicable

- 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, Operations and Accounting

- Influence effectively in a fast-paced, results-oriented PE-backed environment

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 Prop Tech, real estate technology, the multi-family housing industry, Insurance or Payment Processing
- Prior experience supporting M&A, integrations, or value-creation initiatives

USD $85,200.00 - USD $ /Yr.