Realpagepms

Finance Forecast Analyst IV

$145,200.00 /YrFull-time · Richardson, TX
✓ Verified live on the employer's own system · added 2 days ago
Save search
Mid-level · 5+ yrs exp

Requirements

Education: Bachelor's degree or related field

Experience: 5+ years

Skills & tools

Financial AnalysisAccountingTeam LeadershipOperationsFinancial ModelingCustomer SuccessEconomicsSales

Benefits — mentioned in this posting

Health, dental & vision401(k) / retirementPaid time offBonus / commission
Apply on company site ↗ See your fit → free

Full job description

Finance Forecast Analyst IV Location US-TX-Richardson ID 2026-14314 Category Finance & Accounting Position Type Regular 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.

Pay Range USD $85,200.00 - USD $145,200.00 /Yr. Options Apply Apply Submit a Referral Refer Sorry the Share function is not working properly at this moment.

Don't miss out-sign up today and take the next step in your career journey Application FAQs Software Powered by ICIMS www.icims.com

More jobs at Realpagepms

Similar jobs near Richardson, TX

Tell me when more Analyst, Product Data jobs post near Richardson, TX We re-check every listing against the employer’s own board — no résumé needed.

Search Finance Forecast Analyst IV jobs near Richardson, TX → Browse all live jobs

This posting was published by Realpagepms on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.