Senior Financial Analyst - Customer Retention ...

Join Our Dynamic Team! Company Overview: At GoTo, we are committed to transforming IT for businesses with innovative, AI-powered solutions that elevate customer engagement. Our Customer Care & Success team is dedicated to providing seamless experiences that empower both our customers and our colleagues. Your Role: As a Senior Financial Analyst specializing in Customer Retention, you will be pivotal in enriching our business strategy by delivering insights that bolster customer satisfaction and promote long-term success. Your critical responsibilities will include: Ownership of Forecasting: Manage the end-to-end renewal forecasting process. Develop, validate, and maintain robust models that accurately predict churn, renewal rates, and retention outcomes, providing insightful analysis that enhances financial planning. Retention Metrics Analysis: Continuously monitor and analyze retention metrics across our SaaS product lines. Provide timely insights and updates to Retention Analytics and Customer Retention Leaders, collaborating effectively with cross-functional teams. Manage weekly updates and conduct monthly/quarterly reviews. Strategic Insights: Perform in-depth variance analysis to identify factors influencing retention performance against targets. Anticipate critical questions and offer strategic recommendations proactively. Data Integrity & Reporting: Regularly reconcile retention data and implement necessary adjustments to ensure precise reporting. Work with extensive data sets to extract meaningful insights and improve analytics processes. Qualifications: The ideal candidate will possess: A Bachelor’s degree in Finance, Business, Economics, or a related field; an advanced degree is beneficial. 5+ years of experience in FP&A or similar roles, ideally within SaaS or subscription models. Strong expertise in financial modeling and data analysis. A self-motivated, detail-oriented mindset with a passion for continuous improvement in a fast-paced setting. Exceptional strategic thinking and problem-solving abilities, capable of converting abstract information and fragmented data into practical insights. Excellent communication skills, able to present complex ideas clearly to both technical and non-technical audiences across teams. What We Offer: Join GoTo for a fulfilling career experience that includes: Comprehensive health benefits, life and disability insurance, and supportive family programs. Generous paid time off policies, volunteer days, and unique self-care initiatives to foster work-life balance. Ongoing learning benefits such as tuition reimbursement and reading programs. Employee-focused initiatives that encourage community involvement and 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 provided. Our Commitment to Inclusivity: At GoTo, we celebrate diverse perspectives and strive to create an environment where everyone can flourish. We are dedicated to a culture built on authenticity and collaboration. Join us to make a significant impact!

Created: 2026-03-10