Senior Financial Analyst, SaaS Retention Specialist

GoTo; Fort Mill (SC); On-site; 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

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 Sr. 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 Sr. 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. 5+ 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.

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.