Senior Forecast Analyst

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