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!