Senior Financial Analyst, SaaS Retention Specialist
About The Position
At GoTo, innovation through practical AI touches every part of our company—not just our technical teams. We embrace intuitive, user-friendly AI-driven tools and creative problem-solving to improve the way we work together and serve our customers. Here, you’ll join a collaborative community that’s always learning, adapting, and leading through change. If you’re eager to build strong relationships and make a meaningful daily impact, GoTo is the place for you. As a Sr. Financial Analyst, SaaS Retention Specialist, you would be working on: Forecasting: Own the end-to-end renewal forecasting process. Architect and validate forecast models for churn, renewal rates, and retention outcomes with high precision. Provide forward-looking analysis to inform financial planning and strategic decision-making. Retention Trend Analysis: Analyze retention metrics and trends for designated SaaS product lines. Deliver timely, actionable insights to Retention Analytics and Customer Retention Leaders, collaborating with stakeholders across teams and management levels. Own weekly pacing updates and monthly/quarterly reviews. Proactive Insights: Conduct deep-dive variance analysis, identifying root causes behind retention performance vs. targets. Anticipate the next logical questions and proactively deliver recommendations that influence business strategies. Reporting & Data Integrity: Reconcile retention data on a weekly/monthly basis, manage manual data adjustments, and ensure the accuracy and timeliness of all reporting. Navigate large, complex data sets and company databases to extract meaningful findings and optimize analytics workflows.
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree a plus.
- 5+ years’ experience in FP&A, or similar financial analysis roles in SaaS or subscription-based business models (Inc., deep understanding of SaaS KPIs/Metrics).
- Expert level financial modeling and data manipulation.
- Exceptionally self-motivated, detail-oriented, and intellectually curious, with a demonstrated ability to handle ambiguity and high workload in a fast-paced environment.
- Advanced strategic thinking and problem-solving skills; comfortable working with abstract concepts and fragmented data to create actionable recommendations.
- Ability to work effectively and seamlessly within teams and across departments, communicating complex concepts to both technical and non-technical audiences.
Nice To Haves
- advanced degree a plus
Responsibilities
- Own the end-to-end renewal forecasting process.
- Architect and validate forecast models for churn, renewal rates, and retention outcomes with high precision.
- Provide forward-looking analysis to inform financial planning and strategic decision-making.
- Analyze retention metrics and trends for designated SaaS product lines.
- Deliver timely, actionable insights to Retention Analytics and Customer Retention Leaders, collaborating with stakeholders across teams and management levels.
- Own weekly pacing updates and monthly/quarterly reviews.
- Conduct deep-dive variance analysis, identifying root causes behind retention performance vs. targets.
- Anticipate the next logical questions and proactively deliver recommendations that influence business strategies.
- Reconcile retention data on a weekly/monthly basis, manage manual data adjustments, and ensure the accuracy and timeliness of all reporting.
- Navigate large, complex data sets and company databases to extract meaningful findings and optimize analytics workflows.
Benefits
- Comprehensive health benefits
- Generous paid time off, including paid holidays, volunteer days, quarterly self-care days, and company-designated no-meeting days
- Tuition reimbursement and access to instructor-led and on-demand learning and development programs
- The Thrive Global Wellness Program, a confidential Employee Assistance Program (EAP), a wellness app and one-on-one wellness coaching
- Employee-led communities and programs, including Employee Resource Groups (ERGs), GoTo Gives, and charitable matching
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What This Job Offers
Job Type
Full-time
Career Level
Senior
