Strategic Finance Lead

Strategic Finance & Business Partnership 

- Act as the primary finance partner to Insurance 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, 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 

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, Insurance or Payment Processing 
- Prior experience supporting M&A, integrations, or value-creation initiatives

KNOWLEDGE/SKILLS/ABILITIES (List the concepts, capabilities developed through training, and innate traits and talents that a person brings to a task or situation) 

Required: 

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 

#LI-AS2

#LI-REMOTE