Senior Financial Analyst, SaaS Retention Specialist

🕒 July 24

🐊 Florida, North Carolina, +4 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote

💵 $98k - $151k / year

⏰ Full Time

🟠 Senior

🔄 Customer Retention Specialist

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 45%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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GoTo

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 Seed Round on 2013-11

Consulting • Healthcare • Legal

GoTo is a company offering all-in-one business communication and remote IT management solutions. Their product lineup includes GoTo Connect, an all-in-one communication platform providing features like cloud-based phone systems, digital channels, and AI-powered contact centers designed to improve customer experiences. Additionally, GoTo offers IT management and support services like remote access, mobile device management, and IT asset management to enhance enterprise productivity and security. They cater to various industries, such as healthcare, legal, education, and professional services, ensuring seamless communication and IT support from any location on any device.

📋 Description

• Own the end-to-end renewal forecasting process • Architect and validate forecast models for churn, renewal rates, and retention outcomes • Provide forward-looking analysis for financial planning and strategic decision-making • Analyze retention metrics and trends for designated SaaS product lines • Deliver actionable insights to Retention Analytics and Customer Retention Leaders • Own weekly pacing updates and monthly/quarterly reviews • Conduct deep-dive variance analysis and identify root causes behind retention performance versus targets • Deliver proactive recommendations influencing business strategies • Reconcile retention data weekly and monthly • Manage manual data adjustments • Ensure reporting accuracy and timeliness • Navigate large, complex datasets and company databases to extract findings and optimize analytics workflows

🎯 Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field • 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 • Ability to handle ambiguity and high workload in a fast-paced environment • Advanced strategic thinking and problem-solving skills • Ability to work with abstract concepts and fragmented data to create actionable recommendations • Ability to work effectively within teams and across departments • Ability to communicate complex concepts to technical and non-technical audiences

🏖️ Benefits

• Comprehensive health benefits • Generous paid time off, including paid holidays, volunteer days, quarterly self-care days, and company-designated no-meeting days • Tuition reimbursement • Instructor-led and on-demand learning and development programs • The Thrive Global Wellness Program • Confidential Employee Assistance Program (EAP) • Wellness app • One-on-one wellness coaching • Employee Resource Groups (ERGs) • GoTo Gives • Charitable matching • Flexible work arrangements and support to thrive at work and at home