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 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 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)
• Act as a thought partner, helping leaders 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 the General Managers and leaders within Sales, Implementation, and Customer Success teams
• 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
• 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

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, 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

• 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.

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