高级财务分析师
Senior Finance Analyst
概述
高级分析师,业务单元财务,作为一家专注于多家庭住宅行业的私募股权支持的SaaS组织中高管领导和业务单元领导的战略财务合作伙伴。该职位负责推动财务表现,支持价值创造计划,并通过有纪律的规划、预测和分析实现可扩展的盈利增长。在私募股权支持的环境中运作,该分析师具备强烈的主人翁意识,注重行动,深入了解推动ARR和EBITDA增长、现金流和企业价值的财务杠杆。
职责
战略财务与业务合作
- 作为前台/需求运营和物业管理业务单元领导的主要财务合作伙伴,通过阐述决策、风险和权衡,而不仅仅是呈现数据,来支持战略、投资决策和运营执行
- 将业务和私募股权的价值创造策略转化为可执行的财务计划和绩效目标
- 领导开发前瞻性的“假设情景”,以评估业务单元中的战略选择、风险和增长机会
- 建立灵活的财务和运营模型,使高管能够在不同假设(市场状况、定价、投资、成本结构)下模拟结果
- 作为思想伙伴,帮助领导者明确优先事项、定义成功指标并就战略方向达成一致
财务规划、预测与分析
- 在私募股权运营节奏下,与销售、实施和客户成功团队的总经理和领导者合作,主导所辖业务单元的年度预算和月度预测
- 负责并优化SaaS财务模型,包括ARR、MRR、流失率、CAC、LTV、毛利和单位经济
- 分析绩效驱动因素、差异和趋势,重点关注EBITDA、现金流和可扩展性
- 开发仪表盘和报告,以监控与私募股权目标一致的财务和运营KPI
SaaS与多家庭住宅行业经济
- 与产品、销售和收入运营部门合作,制定定价、包装和变现策略
- 评估多家庭住宅组合中的客户细分、留存率和终身价值
- 支持交易结构设计、合同分析和收入确认考虑因素
- 融入行业特定动态,如u
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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 Front Office/Demand Operations and Property Management 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 and monthly forecasts for assigned business units in a PE operating cadence by working with the General Managers and leaders within Sales, Implementation, and Customer Success teams
- 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
- 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, Implementation, 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
- Prior experience supporting value-creation initiatives
- Prior experience with Oracle EPM planning software, Salesforce, and Claude AI
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
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.Originally posted on Himalayas