Overview
Remote (US)
This role supports SaaS retention and renewal financial planning through end-to-end forecasting, retention trend analysis, proactive variance insights, and accurate reporting/data integrity.
Responsibilities
- 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. Provide timely, actionable insights to retention analytics and customer retention leaders while collaborating with stakeholders across teams and management levels. Own weekly pacing updates and monthly/quarterly reviews.
- Proactive insights: Perform deep-dive variance analysis to identify root causes behind retention performance versus targets. Anticipate follow-up questions and deliver recommendations that influence business strategies.
- Reporting & data integrity: Reconcile retention data on a weekly/monthly basis. Manage manual data adjustments and ensure accuracy and timeliness of reporting. Work with 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.
- Deep understanding of SaaS KPIs/metrics.
- Expert-level financial modeling and data manipulation.
- Exceptionally self-motivated, detail-oriented, and intellectually curious; 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 across teams and departments and communicate complex concepts to both technical and non-technical audiences.
Compensation & Benefits
- Annual Base Salary Range: $98,000.00 - $151,000.00
- Ranges are shown from minimum to maximum and displayed in full-time equivalent amount.
- Compensation will be determined based on location, experience, and pay of employees in similar positions.
- Eligible for a variable pay component and benefits.
Benefits may vary by country based on local regulations and market practices.
Benefits include
- Comprehensive health benefits
- Generous paid time off, including paid holidays, volunteer days, quarterly self-care days, and company-designated no-meeting days
- Tuition reimbursement; access to instructor-led and on-demand learning and development programs
- The Thrive Global Wellness Program, including 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), charitable giving, and charitable matching
Location
Remote (US)