Overview
This role is based in the US and is fully remote.
As a Sr. Financial Analyst, SaaS Retention Specialist, you will own and analyze SaaS retention performance to support renewal forecasting, identify drivers behind results versus targets, and ensure reporting accuracy and data integrity.
Responsibilities
- Renewal forecasting: Own the end-to-end renewal forecasting process, architect and validate forecast models for churn, renewal rates, and retention outcomes with high precision, and 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 and variance analysis: Perform deep-dive variance analysis to identify root causes behind retention performance versus targets. Anticipate follow-up questions and proactively deliver recommendations that influence business strategy.
- Reporting and data integrity: Reconcile retention data weekly/monthly, 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.
- Incisive understanding of SaaS KPIs/metrics.
- Expert-level financial modeling and data manipulation.
- Exceptionally self-motivated, detail-oriented, intellectually curious; demonstrated ability to handle ambiguity and high workload in a fast-paced environment.
- Strong strategic thinking and problem-solving; comfortable working with abstract concepts and fragmented data to produce 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 (full-time equivalent)
- Compensation will be determined based on location, experience, and pay for employees in similar positions.
- Eligible for a variable pay component and benefits.
- Health benefits
- 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
- 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), GoTo Gives, and charitable matching
- Specific benefits and offerings may vary by country in line with local regulations and market practices.