Forecast Financial 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 Payments 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

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, 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

Why Join Us

• High-impact role in a PE-backed SaaS company focused on growth and value creation
• Direct exposure to executive leadership and PE stakeholders
• Opportunity to influence strategy, profitability, and scale in a dynamic industry
• Competitive compensation, performance incentives, and long-term growth opportunity

#LI-AS2

SALARY AND BENEFITS RealPage provides a competitive salary package along with a comprehensive benefit plan that includes:

• 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.

 Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance. Equal Opportunity Employer: RealPage Company is an equal opportunity employer and committed to creating an inclusive environment for all employees.

Pay Range

USD $106,900.00 - USD $181,900.00 /Yr.