Senior Financial Analyst

Overview

The Senior 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 roleis 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, thisanalystbrings a strong ownership mindset, a bias toward action, and a deep understanding of the financial levers that driveARR &EBITDA growth, cash flow, and enterprise value.

Strategic Finance & Business Partnership

• Act as the primary finance partner to Living & LOFT Business Unit leadership, supporting strategy, investment decisions, and operational execution
• Translate business and PE value-creation strategies into actionable financial plans and performance targets
• Provide financial modeling and ROI analysis for growth initiatives, cost optimization, product investments, and go-to-market strategies
• Support executive level decision-making with clear, data-driven financial insights and narratives 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
• dentify 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

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 Prop Tech, real estate technology, the multi-family housing industry, Rewards or SaaS
• Prior experience supporting M&A, integrations, or value-creation initiatives

Key

Competencies:

• Strong ownership and accountability mindset
• Strategic, analytical, and commercially focused
• Comfortable operating with pace, ambiguity, and high expectations
• Ability to balance near-term performance with long-term value creation
• High integrity, sound judgment, and results orientation