Senior Forecast Analyst

Role Description

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.

• 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.
• 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.
• 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.
• 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.

Requirements

• 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.