Senior Forecast Analyst
Richardson, TX · Remote
$85K - $145K/yr
... forecasting, and analysis. Operating in a PE-backed environment, this analyst brings a strong ... REMOTE USD $85,200.00 - USD $145,200.00 /Yr.
Richardson, TX · Remote
$85K - $145K/yr
... forecasting, and analysis. Operating in a PE-backed environment, this analyst brings a strong ... REMOTE USD $85,200.00 - USD $145,200.00 /Yr.
Richardson, TX · Remote
$85K - $145K/yr
... forecasting, and analysis. Operating in a PE-backed environment, this analyst brings a strong ... REMOTE USD $85,200.00 - USD $145,200.00 /Yr.
Richardson, TX · Remote
$85K - $145K/yr
... forecasting, and analysis. Operating in a PE-backed environment, this analyst brings a strong ... REMOTE Pay RangeUSD $85,200.00 - USD $145,200.00 /Yr.Employment Type: OTHER
Richardson, TX · Remote
$85K - $145K/yr
... forecasting, and analysis. Operating in a PE-backed environment, this analyst brings a strong ... REMOTE Pay RangeUSD $85,200.00 - USD $145,200.00 /Yr.Employment Type: OTHER
San Antonio, TX · On-site +1
$77K - $138K/yr
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Experienced analyst responsible for independently applying actuarial methodologies to complete ...
San Antonio, TX · On-site +1
$77K - $138K/yr
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Experienced analyst responsible for independently applying actuarial methodologies to complete ...
San Antonio, TX · On-site +1
$77K - $138K/yr
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Experienced analyst responsible for independently applying actuarial methodologies to complete ...
San Antonio, TX · On-site +1
$77K - $138K/yr
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Experienced analyst responsible for independently applying actuarial methodologies to complete ...
San Antonio, TX · On-site +1
$77K - $138K/yr
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Experienced analyst responsible for independently applying actuarial methodologies to complete ...
San Antonio, TX · On-site +1
$77K - $138K/yr
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Experienced analyst responsible for independently applying actuarial methodologies to complete ...
Plano, TX · On-site +1
$77K - $138K/yr
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Experienced analyst responsible for independently applying actuarial methodologies to complete ...
Plano, TX · On-site +1
$77K - $138K/yr
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Experienced analyst responsible for independently applying actuarial methodologies to complete ...
Leveraging your expertise in market sizing, forecasting, and competitive analysis, you will empower ... Remote #LI-LB1 Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Leveraging your expertise in market sizing, forecasting, and competitive analysis, you will empower ... Remote #LI-LB1 Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Dallas, TX · Remote
$84K - $105K/yr
Senior Financial Analyst - Remote Who: A leading financial services provider in the automotive ... Key Responsibilities: ● Analyze and forecast losses, origination, and servicing expenses ● ...
Quick apply
Dallas, TX · Remote
$84K - $105K/yr
Senior Financial Analyst - Remote Who: A leading financial services provider in the automotive ... Key Responsibilities: ● Analyze and forecast losses, origination, and servicing expenses ● ...
Dallas, TX · On-site +1
$90K - $144K/yr
Remote or Hybrid or Onsite What you will do The Senior Financial Analyst is a key member of Stryker ... Maintainaccuratepipeline and forecast files; proactivelyidentifyand communicate forecast risk or ...
Dallas, TX · On-site +1
$90K - $144K/yr
Remote or Hybrid or Onsite What you will do The Senior Financial Analyst is a key member of Stryker ... Maintainaccuratepipeline and forecast files; proactivelyidentifyand communicate forecast risk or ...
Round Rock, TX · On-site +1
Dallas, TX (Hybrid with Remote Flexibility) About Switch At Switch, we don't just design, build and ... Your work will help ensure capital investments are accurately forecasted, tracked, and aligned with ...
Round Rock, TX · On-site +1
Dallas, TX (Hybrid with Remote Flexibility) About Switch At Switch, we don't just design, build and ... Your work will help ensure capital investments are accurately forecasted, tracked, and aligned with ...
Plano, TX · Remote
An International company, located in Plano, TX, is seeking a Business Analyst for a remote 8+ month ... with close, forecast, and reporting timelines oCollaborate with stakeholders to identify and ...
Plano, TX · Remote
An International company, located in Plano, TX, is seeking a Business Analyst for a remote 8+ month ... with close, forecast, and reporting timelines oCollaborate with stakeholders to identify and ...
Plano, TX · Remote
An International company, located in Plano, TX, is seeking a Business Analyst for a remote 8+ month ... with close, forecast, and reporting timelines oCollaborate with stakeholders to identify and ...
Plano, TX · Remote
An International company, located in Plano, TX, is seeking a Business Analyst for a remote 8+ month ... with close, forecast, and reporting timelines oCollaborate with stakeholders to identify and ...
Plano, TX · Remote
An International company, located in Plano, TX, is seeking a Business Analyst for a remote 8+ month ... with close, forecast, and reporting timelines o Collaborate with stakeholders to identify and ...
Quick apply
Plano, TX · Remote
An International company, located in Plano, TX, is seeking a Business Analyst for a remote 8+ month ... with close, forecast, and reporting timelines o Collaborate with stakeholders to identify and ...
Austin, TX · Remote
$79K - $100K/yr
In this fully remote role (Eastern hours), you'll sit at the intersection of finance and commercial ... Responsible for forecasting, reporting and analysis of full commercial income statement for the ...
Austin, TX · Remote
$79K - $100K/yr
In this fully remote role (Eastern hours), you'll sit at the intersection of finance and commercial ... Responsible for forecasting, reporting and analysis of full commercial income statement for the ...
Dallas, TX · Remote
$91K - $120K/yr
... forecasting estimates, and various other analyses. This is a very dynamic space, which makes this a ... This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote ...
Dallas, TX · Remote
$91K - $120K/yr
... forecasting estimates, and various other analyses. This is a very dynamic space, which makes this a ... This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote ...
$86K - $114K/yr
Job Title Senior Commercial Insurance Analyst - Remote Requisition Number R7696 Senior Commercial ... forecasting, and exploration, with a strong focus on generating actionable insights. * Applies ...
$86K - $114K/yr
Job Title Senior Commercial Insurance Analyst - Remote Requisition Number R7696 Senior Commercial ... forecasting, and exploration, with a strong focus on generating actionable insights. * Applies ...
Dallas, TX · On-site +1
$95K/yr
This role will be responsible for financial planning, budgeting, forecasting, and analysis across ... Remote role based in Dallas, TX * Periodically meet at Dallas data center (2-4 days per month) Key ...
Dallas, TX · On-site +1
$95K/yr
This role will be responsible for financial planning, budgeting, forecasting, and analysis across ... Remote role based in Dallas, TX * Periodically meet at Dallas data center (2-4 days per month) Key ...
Fort Worth, TX · On-site +1
In this role, you will combine expertise in financial analysis, budgeting, forecasting, and cost ... What's In It For You From onsite to remote, we offer flexible work schedules to comprehensive ...
Fort Worth, TX · On-site +1
In this role, you will combine expertise in financial analysis, budgeting, forecasting, and cost ... What's In It For You From onsite to remote, we offer flexible work schedules to comprehensive ...
Fort Worth, TX · On-site +1
In this role, you will combine expertise in financial analysis, budgeting, forecasting, and cost ... What's In It For You From onsite to remote, we offer flexible work schedules to comprehensive ...
Fort Worth, TX · On-site +1
In this role, you will combine expertise in financial analysis, budgeting, forecasting, and cost ... What's In It For You From onsite to remote, we offer flexible work schedules to comprehensive ...
Job Title Commercial Insurance Analyst, Claims Insights - Remote Requisition Number R7770 ... tracking, forecasting, and exploration, with a strong focus on generating actionable insights
Job Title Commercial Insurance Analyst, Claims Insights - Remote Requisition Number R7770 ... tracking, forecasting, and exploration, with a strong focus on generating actionable insights
| Aspect | Remote Forecasting Analyst | Remote Data Analyst |
|---|---|---|
| Required Credentials | Bachelor's in Economics, Statistics, or related field; experience with forecasting models | Bachelor's in Data Science, Statistics, or related; proficiency in data analysis tools |
| Work Environment | Collaborates with finance, sales, and operations teams to predict future trends | Analyzes large datasets to identify patterns and insights across departments |
| Employer & Industry Usage | Finance, retail, supply chain companies | Tech, healthcare, marketing agencies |
The Remote Forecasting Analyst focuses on predicting future business trends using statistical models, often working closely with finance and operations. In contrast, the Remote Data Analyst interprets data to provide insights across various departments. Both roles require strong analytical skills and familiarity with data tools, but their core functions differ in scope and application.

$85K - $145K/yr
Full-time
Posted 8 days ago
6.0
Based on 9 frontline employees who took The Breakroom Quiz
173rd of 192 rated software companies
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.
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
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
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
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Sourced by ZipRecruiter
Software development
5,001 - 10,000 Employees
Richardson, TX, US
1998