Senior Financial Analyst - Customer Retention

Join Our Team! Company Overview: GoTo is dedicated to simplifying IT for businesses through innovative, AI-driven solutions that enhance customer engagement. Our Customer Care & Success team is committed to delivering seamless and impactful experiences that empower both customers and colleagues. Your Role: As a Senior Financial Analyst focusing on Customer Retention, you will play a crucial role in enhancing our business strategy by providing insights that drive customer satisfaction and long-term success. Your key responsibilities will include: End-to-End Forecasting: Take ownership of the renewal forecasting process. Develop, validate, and maintain models to accurately predict churn, renewal rates, and retention outcomes, providing actionable analysis that informs financial planning. Retention Trend Analysis: Monitor and analyze retention metrics across our SaaS product lines. Deliver timely insights and updates to Retention Analytics and Customer Retention Leaders while collaborating with cross-functional teams. Manage weekly updates and monthly/quarterly reviews. Proactive Insights: Conduct thorough variance analysis to uncover the reasons behind retention performance relative to targets. Anticipate key questions and proactively offer strategic recommendations. Data Reporting & Integrity: Regularly reconcile retention data and manage necessary adjustments to ensure reporting accuracy. Work with large data sets to derive meaningful insights and enhance analytics processes. Qualifications: An ideal candidate will have: A Bachelor's degree in Finance, Business, Economics, or a related field; an advanced degree is a plus. 5+ years of experience in FP&A or similar roles, preferably within SaaS or subscription models. Expertise in financial modeling and data manipulation. A self-motivated, detail-oriented approach with a curiosity for continuous improvement in a fast-paced environment. Strong strategic thinking and problem-solving skills, capable of turning abstract concepts and fragmented data into actionable insights. Excellent communication skills, able to convey complex ideas to both technical and non-technical audiences across teams. What We Offer: Join us at GoTo for a rewarding career experience that includes: Comprehensive health benefits, life and disability insurance, and family support programs. Generous paid time off, volunteer days, and unique self-care initiatives that promote work-life balance. Continued learning benefits including tuition and reading reimbursement programs. Employee-focused programs that foster community and encourage personal impact. Salary Information: The annual base salary range for this role is $98,000 - $130,000, determined by location, experience, and pay equity within the organization. Additional variable pay and benefits will be included. Inclusive Culture: At GoTo, we celebrate diverse perspectives and strive to create an environment where everyone can thrive. We are committed to a culture rooted in authenticity and collaboration. Join us to make a meaningful impact!

Created: 2026-03-04