Finance, Senior Manager
About the role
The Finance, Senior Manager 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 drives financial performance, supports value‑creation initiatives, and enables scalable, profitable growth through disciplined planning, forecasting, and analysis. Operating in a PE‑backed environment, the 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
- Act as the primary finance partner to Payments 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.
- 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.
- 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.
- Drive financial rigor, accountability, and scalable processes across the business unit.
- Collaborate 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.
- 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, 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.
Why Join Us
High‑impact role in a PE‑backed SaaS company focused on growth and value creation. Direct exposure to executive leadership and PE stakeholders. Opportunity to influence strategy, profitability, and scale in a dynamic industry.
Salary and Benefits
- Competitive salary package.
- Performance‑based bonus based on position.
- Long‑term growth opportunity with performance incentives.
- Health, dental, and vision insurance.
- Retirement savings plan with company match.
- Paid time off and holidays.
- Professional development opportunities.
- Potential additional rewards such as annual bonus and sales incentives, depending on plan terms and individual performance.
Pay Range
USD $106,900.00 – USD $181,900.00 per year.