Strategic Finance Lead

Overview

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. 

Responsibilities

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 

Qualifications

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

KNOWLEDGE/SKILLS/ABILITIES (List the concepts, capabilities developed through training, and innate traits and talents that a person brings to a task or situation) 

Required: 

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 

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Pay Range