Senior Financial Analyst

About the role

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 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

• 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; 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, 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.

Benefits

• 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.
• Additional rewards for eligible roles, including annual bonus and sales incentives, depending on plan terms and individual performance.

Pay

Pay Range: USD $85,200.00 – USD $145,200.00 per year. Compensation may vary depending on location, qualifications, education, training, experience, licensure, and certification.