we are a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital, investors, and operations. Trusted by 800+ GPs, owners/operators, and investment firms globally, we help teams streamline the full lifecycle of investment management.
But were more than just software. Were a team of bold thinkers, innovators, and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services, helping our customers raise more capital, deliver a better investor experience, and scale their businesses smarter.
we are backed by top-tier VCs like Insight Partners and Qumra Capital, and were growing fast. Weve been named one of Globes Most Promising Startups, recognized as a Best Start-Up Companies to Work For by Duns 100, and one of Business Insiders Hottest PropTech Startups.
About the Role:
We are seeking a skilled and driven FP&A Business Partner to join our Finance team. This is a pivotal role in shaping our companys financial infrastructure, planning, and strategic decision-making. You will own core FP&A processes including company-wide budgeting, forecasting, cost modeling, and strategic financial analysis. Initially, youll lead these functions independently and work cross-functionally with leaders in Sales, Legal, Procurement, and HR. As the company scales, you'll be expected to grow into a leadership position and build out the FP&A team.
What Youll Do:
Lead budgeting, forecasting, and financial planning across the organization
Own HC and non-HC cost modeling, tracking actuals vs. plan, and driving cost efficiency
Build and manage robust top-line forecasting processes in close partnership with Sales Operations and Sales Leadership
Collaborate with Legal and Procurement to support procurement and P2P process design and implementation
Develop business models and dashboards to measure unit economics, operational KPIs, and departmental performance
Provide proactive decision-support to functional leads with financial insight and analysis
Partner with the Accounting team to ensure accurate actuals and integrate financial reporting in NetSuite
Drive the preparation of monthly, quarterly, and board-level reporting packages and strategic commentary
Establish scalable FP&A systems and tools to support growth across business lines and geographies
Serve as a trusted advisor to executive leadership in allocating resources and setting strategic priorities.
Requirements: 5+ years of FP&A experience, in a SaaS or technology environment
Demonstrated experience in headcount and operating cost modeling, budget ownership, and cross-functional business partnering
Proven ability to build forecasting frameworks and partner with Sales and GTM teams on revenue planning
Experience with procurement or P2P process rollouts, ideally in collaboration with Legal and Procurement teams
Strong analytical and financial modeling skills in Excel and other planning tools
Proficiency with NetSuite or similar ERP systems; familiarity with BI/FP&A tools is a plus
Excellent communication and storytelling skills, with a knack for translating financial data into actionable strategy
Comfortable operating independently while building toward a future team leadership role
Bachelor's degree in Finance, Economics, or Accounting required;
This position is open to all candidates.