Built

Finance Lead, Lender

Built

full-time

Posted on:

Origin:  • 🇺🇸 United States • Tennessee

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Salary

💰 $110,000 - $130,000 per year

Job Level

Senior

Tech Stack

CloudSQL

About the role

  • As Built continues its rapid growth, the complexity of forecasting, monetization, and financial storytelling increases in lockstep. The Finance Lead, Lender will play a critical role in owning and evolving revenue forecasting and commercial analytics for our largest business segment. You’ll lead the full revenue planning cycle monthly, quarterly, annually, and partner across Sales, RevOps, Customer Success, Analytics and Accounting to align bookings, churn, and expansion insights with financial outcomes. Beyond forecasting, you’ll contribute to GTM capacity modeling, usage-based revenue analytics, product monetization efforts and ROI and scenario modeling for growth initiatives. This is a high-impact, high-visibility role with executive exposure, board-level deliverables, and direct influence on strategic decisions. If you’re energized by building in ambiguity, translating data into action, adopting AI tools to build the future of Finance, and shaping the financial foundation of a scaling SaaS company, you’ll thrive here.
  • Lead the full revenue forecasting lifecycle: monthly / quarterly / annual forecasts, long-range plans, and multi‑year scenario planning.
  • Architect and evolve precise financial models in Planful, covering bookings, billings, revenue performance, churn, and retention dynamics.
  • Conduct cohort-level analysis of revenue performance by segment, product, and channel. Identify drivers of expansion, contraction, and churn.
  • Collaborate with Product and Pricing teams on monetization strategy, new product pricing, and financial impact modeling.
  • Ensure revenue forecast alignment with internal policies and ASC 606 guidance.
  • Collaborate cross-functionally with Sales, RevOps, Customer Success, Analytics and Accounting to align commercial metrics and validate forecasting drivers.
  • Monitor and manage unit economics across the business, ensuring scalability and efficiency in key growth and retention levers.
  • Deliver scenario & sensitivity analyses that inform executive decision-making on pricing, upsell cadence, and capacity expansion.
  • Drive variance analysis and KPI reporting, proactively identifying trends, risks, and upside opportunities vs forecast.
  • Serve as SaaS KPI expert. Monitor and report ARR, NRR, CAC, LTV, churn, usage-based versus subscription, and other key metrics.
  • Prepare strategic materials: board decks, long-range plans, monthly metric reviews, and investor‑grade presentations.
  • Analyze large, complex datasets to convert insights into clear, actionable recommendations for leadership.
  • Continuously improve forecasting accuracy through AI automation, system enhancements, and documentation of key modeling assumptions.

Requirements

  • 5+ years’ finance experience, with 2–3 years focused specifically on SaaS revenue forecasting and FP&A.
  • Comfort manipulating large datasets using SQL or BI tools (Sigma)
  • Experience modeling usage-based revenue dynamics (tiered pricing, minimums, overages).
  • Familiarity with Salesforce (or similar CRM) data structures and pipeline forecasting.
  • Demonstrated mastery of Excel and Planful (or similar tools like Adaptive Planning, Anaplan, OneStream); advanced modeling competencies a must.
  • Understanding of ASC 606 revenue recognition.
  • Proven knowledge of Enterprise SaaS business models and metrics—especially subscription vs usage-based pricing structures.
  • Strategic analytical mindset—able to interpret financial drivers and connect them with broader business objectives.
  • Exceptional attention to detail, adept at managing multiple priorities under tight deadlines.
  • Self-directed, resourceful, curious—operates with a bias for action.
  • Strong teamwork and stakeholder influence—effective communicator across all levels of the organization.
  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA credentials are a plus.