Senior Financial Analyst, SaaS Retention Specialist

GoTo

$98K — $151K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 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, with deep understanding of SaaS KPIs/Metrics.
  • Expert level financial modeling and data manipulation skills.
  • Highly self-motivated, detail-oriented, and able to manage ambiguity in a fast-paced environment.
  • Advanced strategic thinking and problem-solving capabilities.

Responsibilities

  • Own the end-to-end renewal forecasting process and validate forecast models for churn and renewal rates.
  • Analyze retention metrics and deliver actionable insights to stakeholders across teams.
  • Conduct deep-dive variance analysis to identify root causes of retention performance.
  • Manage and reconcile retention data, ensuring accuracy in reporting.
  • Navigate large data sets to extract meaningful findings and optimize analytics workflows.

Benefits

  • Comprehensive health benefits.
  • Generous paid time off, including holidays and volunteer days.
  • Tuition reimbursement and access to learning programs.
  • Wellness programs, including EAP and coaching.
  • Opportunities to participate in employee-led communities and charity programs.
Full Job Description
Where you'll work:
Remote (US)

Your Day to Day

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.


What We're Looking For

As a Sr. Financial Analyst, SaaS Retention Specialist your background will look like:
  • 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.


What We Offer

At GoTo, we care about helping our people succeed at work and feel supported in life. Our employee benefits and programs are designed to support your well-being, growth, and sense of belonging. Here's what you can expect as part of our team:
  • 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

Specific benefits and offerings may vary by country in line with local regulations and market practices.

Annual Base Salary Range: $98,000.00 - $151,000.00

The above shows our ranges from minimum to maximum and is displayed in the full-time equivalent amount. Your compensation will be determined based on your location, experience, and the pay of employees in similar positions. You will also be eligible for a variable pay component and benefits.

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