Senior Financial Analyst, SaaS Retention & Forecasting

GoTo; Fort Mill (SC); Remote; USD 98,000 - 151,000; Full time

Benefits offered by this job

Comprehensive health benefits

Generous PTO and holidays

Tuition reimbursement and learning &nd

Thrive Global Wellness Program

ERGs and charitable matching

Job summary

GoTo is seeking a Sr. Financial Analyst, SaaS Retention Specialist, to own end-to-end renewal forecasting and drive retention insights across product lines.

You’ll analyze churn and renewal metrics, deliver proactive recommendations, and ensure data integrity in reporting for a fast-paced software company. The role requires 5+ years in FP&A or related financial analysis within SaaS, with advanced modeling and strong communication across technical and non-technical audiences.

Qualifications

• Bachelor’s degree in Finance, Business, Economics or related field; 5+ years’ FP&A or similar role in SaaS/subscription businesses.
• Expert level financial modeling and data manipulation.
• Ability to handle ambiguity and a high workload in a fast-paced environment.
• Strong strategic thinking and problem-solving skills; able to translate abstract data into actionable recommendations.

Responsibilities

• Own end-to-end renewal forecasting and validate models for churn, renewals, and retention outcomes.
• Analyze retention metrics and trends across SaaS product lines and share insights with stakeholders.
• Conduct deep-dive variance analyses and proactively provide recommendations influencing business strategy.
• Reconcile retention data weekly/monthly and ensure accuracy and timeliness of reporting across large datasets.

Skills

Forecasting

Retention analysis

Variance analysis

Data quality

Education

Bachelor’s in Finance/Business/Economics

Tools

Excel

SQL

Job description

GoTo is seeking a Sr. Financial Analyst, SaaS Retention Specialist, to own end-to-end renewal forecasting and drive retention insights across product lines.

You’ll analyze churn and renewal metrics, deliver proactive recommendations, and ensure data integrity in reporting for a fast-paced software company. The role requires 5+ years in FP&A or related financial analysis within SaaS, with advanced modeling and strong communication across technical and non-technical audiences.