Financial Analyst, SaaS Retention Specialist

GoTo; Lansing (MI); Remote; USD 98,000 - 151,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Tuition reimbursement

Wellness program

ERGs & employee networks

Job summary

GoTo, a remote-friendly company, is seeking a Financial Analyst, SaaS Retention Specialist, to own renewal forecasting, analyze retention trends, and provide proactive insights. This role focuses on building precise forecast models and partnering with cross-functional teams to optimize retention outcomes.

You will work in a remote US setting, with a strong emphasis on data integrity, weekly reporting, and clear communication of findings to leadership.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field; 3+ years FP&A in SaaS or subscription-based models.
• Advanced financial modeling and data manipulation skills.
• Strong analytical mindset with ability to handle ambiguity and high workload.

Responsibilities

• Forecasting: own end-to-end renewal forecast models with high precision.
• Retention trend analysis: track metrics for SaaS lines and provide insights.
• Proactive insights: identify root causes and deliver actionable recommendations.
• Reporting & data integrity: reconcile data weekly/monthly and ensure accuracy.

Skills

Forecasting

Retention analysis

Variance analysis

Communication

Data manipulation

Strategic thinking

Team collaboration

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Advanced degree (a plus)

Tools

Excel

SQL

Job description

Remote (US)

9910 - Field (GA)

9909 - Field (FL)

9940 - Field (SC)

9922 - Field (MI)

9935 - Field (OH)

9933 - Field (NC)

9943 - Field (TX)

Full time

R26-2180

Where you’ll work:

Remote (US)

At GoTo, innovation through practical AI touches every part of our company—not just our technical teams. We embrace intuitive, user-friendly AI-driven tools and creative problem-solving to improve the way we work together and serve our customers. Here, you’ll join a collaborative community that’s always learning, adapting, and leading through change. If you’re eager to build strong relationships and make a meaningful daily impact, GoTo is the place for you.

Your Day to Day

As a Financial Analyst, SaaS Retention Specialist, you would be working on:

• Forecasting : Own the end-to-end renewal forecasting process. Architect and validate forecast models for churn, renewal rates, and retention outcomes with high precision. 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 : Conduct deep-dive variance analysis, identifying root causes behind retention performance vs. targets. Anticipate the next logical questions and proactively deliver recommendations that influence business strategies.
• Reporting & Data Integrity : Reconcile retention data on a weekly/monthly basis, manage manual data adjustments, and ensure the accuracy and timeliness of all reporting. Navigate large, complex data sets and company databases to extract meaningful findings and optimize analytics workflows.

What We’re Looking For

As a Financial Analyst, SaaS Retention Specialist your background will look like:

• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree a plus. 3+ years’ experience in FP&A, or similar financial analysis roles in SaaS or subscription-based business models (Inc., deep understanding of SaaS KPIs/Metrics).
• Expert level financial modeling and data manipulation.
• Exceptionally self-motivated, detail-oriented, and intellectually curious, with a demonstrated ability to handle ambiguity and high workload in a fast-paced environment.
• Advanced strategic thinking and problem-solving skills; comfortable working with abstract concepts and fragmented data to create actionable recommendations.
• Ability to work effectively and seamlessly within teams and across departments, communicating complex concepts to both technical and non-technical audiences.

What We Offer

At GoTo, we care about helping our people succeed at work and feel supported in life. Our employee benefits and programs are designed to support your well-being, growth, and sense of belonging. Here’s what you can expect as part of our team:

• Comprehensive health benefits
• Generous 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
• The Thrive Global Wellness Program, 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

We work hard to create an environment where everyone feels welcome, respected, and able to contribute. Building a culture of belonging isn’t just something we talk about - it’s part of how we work every day.

Specific benefits and offerings may vary by country in line with local regulations and market practices.

At GoTo, you’ll find the flexibility, resources, and support you need to thrive—at work, at home, and everywhere in between. You’ll work towards a shared goal with an open-minded, cohesive team that’s greater than the sum of its parts. We’re committed to creating an inclusive space for everyone, because we know unique perspectives make us a stronger company and community. Join us and be part of a company that invests in your future, where together we’ll Be Real, Think Big, Move Fast, Keep Growing, and stay Customer Obsessed. Learn more. (https://www.goto.com/company/corporate-responsibility)

Annual Base Salary Range: $98,000.00 - $151,000.00

The above shows our ranges from minimum to maximum and is displayed in the full-time equivalent amount. Your compensation will be determined based on your location, experience, and the pay of employees in similar positions. You will also be eligible for a variable pay component and benefits.

At GoTo, we’re shaping the future of work—driven by curiosity, innovative thinking, and a passion for solving real challenges. As the leader in cloud communications and IT, our solutions are built for what’s next and guided by a relentless focus on customers. Our culture thrives on diverse perspectives, ownership, and a growth mindset that fuels continuous learning and adaptation. Here, collaboration and authenticity spark new ideas and drive real action—so your impact is seen, felt, and valued. Join GoTo to build what’s next and accelerate your journey alongside teammates who turn possibility into reality.

We believe in being transparent about how AI is used in our hiring process and in keeping people at the center of every decision.

• At GoTo, AI helps streamline tasks like scheduling, communications, and application review so our Talent Acquisition team can focus on getting to know you. Every interview, evaluation, and hiring decision is made by people.
• We also welcome the responsible use of AI during the application process — whether for resume editing, research, or interview preparation. What matters most is that your application reflects your authentic skills and perspective.

Learn more in our AI in Hiring Disclosure Notice , including details on our tools, data handling practices, candidate guidelines, and available accommodations.

Questions or need an alternative process? Contact [e-mail] .

GoTo, Inc. is committed to providing equal opportunity in employment to all employees and applicants for employment. No employee or applicant shall be discriminated against in the terms and conditions of employment on the basis of race, color, religious creed, gender, sex, pregnancy, religion, marital or domestic partner status, age, national origin, ancestry, physical or mental disability (including AIDS/HIV), medical condition, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, application for or denial of family and medical care leave and/or pregnancy disability leave, or any other basis protected by federal, state or local law or ordinance or regulation. GoTo, Inc. also prohibits discrimination based on the perception that anyone has one of these characteristics or is associated with a person who has or who is perceived as having any of those characteristics.