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. 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. Pay Range USD $85,200.00 - USD $145,200.00 /Yr. #J-18808-Ljbffr RealPage, Inc.