Finance Lead, Lender
COMPANY OVERVIEW
Built is a growth-stage company at the intersection of FinTech and PropTech. We are on a mission to change the way the world gets built with technology and services that streamline the $1.4T U.S. construction industry.
By providing a centralized platform for all industry stakeholders, Built enables increased efficiency, collaboration, transparency, and business agility—allowing customers to build and manage the communities around us more profitably and with more confidence. The Built platform is used by hundreds of leading North American lenders and asset managers, and thousands of developers, home builders, and contractors. Since our founding in 2015, we've partnered with over 140 of the top financial institutions in the U.S. and Canada, including 35+ of the top 100 U.S. construction lenders.
With our latest $1.5B valuation, we’re on a continued growth trajectory and are committed to attracting the best talent in the world. We want you to be a part of this exciting journey.
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About this 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.
What You'll Own
- 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.
What Inspires Success in This Role
- 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.
Built’s salary range for this position is $110,000-$130,000 USD per year. The pay range is designed to accommodate upward mobility in the role, therefore it encompasses the full span of proficiency levels for this role and we believe that the midpoint of the range is competitive in the market. Salary is just one component of Built's total compensation package for employees. Your total rewards package at Built will include equity, top-notch medical, dental and vision coverage, an unlimited PTO policy, and other benefits.
Perks:
- The rare opportunity to radically disrupt an industry
- Competitive benefits including: uncapped vacation, health, dental & vision insurance, and 401k
- Robust compensation package including base salary and equity
- Flexible working hours, paid family leave, ERGs & Mentorship opportunities
- Learning grant program to support ongoing professional development
Our company is made up of passionate people who are driven in a variety of disciplines—and each of them brings their unique perspective to everything they do. Creating a safe and inclusive workplace is critical to the success of our company and of our employees, so it’s our aim to recruit, hire and promote without bias against race, color, religion, sex, sexual orientation, gender identity, marital status, veteran status or any other status protected by applicable law. As we learn and as we grow, we’re committed to ensuring that these ideals are at the forefront of everything we do.
Greenhouse Disclosure
When you apply to a job on this site, the personal data contained in your application will be collected by Built Technologies (“Controller”). Your personal data will be processed for the purposes of managing Controller’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes.
Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller’s behalf.
Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for current or future employment. You have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability.
If you would like to contact Controller to ask questions surrounding processing of your personal data or to make a request, you can send an email to privacy@getbuilt.com.
For California residents: Please note that Controller does not sell your personal data or share it with third parties outside of Greenhouse Software, Inc.
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