Finance Forecast Analyst IV

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.

• 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,

• 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