Overview
This role is a Senior Financial Analyst specializing in SaaS retention, working remotely within the US. The position focuses on financial forecasting, retention analysis, and delivering actionable insights to support strategic decision-making in a subscription-based business environment.
Responsibilities
- Own the end-to-end renewal forecasting process, including architecting and validating forecast models for churn, renewal rates, and retention outcomes.
- Provide forward-looking analysis to inform financial planning and strategic decisions.
- Analyze retention metrics and trends for designated SaaS product lines.
- Deliver timely, actionable insights to Retention Analytics and Customer Retention Leaders.
- Collaborate with stakeholders across teams and management levels.
- Manage weekly pacing updates and monthly/quarterly retention reviews.
- Conduct deep-dive variance analysis to identify root causes behind retention performance versus targets.
- Proactively deliver recommendations that influence business strategies.
- Reconcile retention data on a weekly/monthly basis and manage manual data adjustments.
- Ensure 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 is a plus.
- Minimum of 5 years’ experience in FP&A or similar financial analysis roles within SaaS or subscription-based business models.
- Deep understanding of SaaS KPIs and metrics.
- Expert-level financial modeling and data manipulation skills.
- Highly self-motivated, detail-oriented, and intellectually curious.
- Ability to handle ambiguity and manage a 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.
- Strong communication skills, able to convey complex concepts to both technical and non-technical audiences.
- Ability to work effectively within teams and across departments.
Preferred Qualifications
- Advanced degree in a relevant field.
Compensation & Benefits
- Annual base salary range: $98,000 to $151,000 (full-time equivalent).
- Compensation will be determined based on location, experience, and comparable employee pay.
- Eligibility for a variable pay component.
- 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.
- Wellness programs including confidential Employee Assistance Program (EAP), wellness app, and one-on-one wellness coaching.
- Employee-led communities and programs such as Employee Resource Groups (ERGs) and charitable matching.
Specific benefits and offerings may vary by country in accordance with local regulations and market practices.
Location
- Remote within the United States