Finance Forecast Analyst IV
RealPage, Inc. · Richardson, Texas, United States · $85K–$145K/yr
Software Development · 5,001-10,000 employees
About the role
The analyst serves as a strategic finance partner to business unit leadership, driving financial performance and value creation in a PE-backed environment. Responsibilities include leading annual budgeting, rolling forecasts, and providing data-driven financial insights to support executive decision-making.
What they look for
Requirements
Candidates must hold a bachelor's degree in Finance, Accounting, or Economics and possess at least 5 years of progressive finance experience. Proficiency in SaaS financial modeling, unit economics, and strong executive-level communication skills are required.
Benefits
Full description
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 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,
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
- dentify 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
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 $85,200.00 - USD $145,200.00 /Yr.