Overview
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.
Responsibilities
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
Qualifications
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, for