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.

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.

Comprehensive health benefits, life and disability insurance, and fertility and family-forming support programs
Generous paid time off, paid holidays, volunteer time off, and quarterly self-care days and no meeting days
Tuition and reading reimbursement programs to support your continuous learning and professional growth
Thrive Global Wellness Program, confidential Employee Assistance Program (EAP), as well as One to One Wellness Coaching
Employee programs—including Employee Resource Groups (ERGs), GoTo Gives, and our charitable matching program—to amplify your connection and impact.

Senior Financial Analyst, SaaS Retention Specialist

Key skills