Strategic Finance Manager

8100 United States - Genesys Cloud Services, Inc.; California; Hybrid; USD 105,000 - 185,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Telehealth coverage

Flexible work schedules and work from

Development and career growth

Open Time Off + 10 holidays

401(k) matching

Adoption Assistance

Fertility treatments

Job summary

Genesys is seeking a Strategic Finance Manager to lead renewal management analytics and forecasting within the Customer Success organization. You will turn renewal and customer data into budgets, forecasts, and insights for executives.

Responsibilities include annual planning, renewal analytics, governance of metrics, and cross-functional collaboration to optimize retention and ARR. AI-driven tools will enhance forecast accuracy and reporting across the P&L.

Qualifications

• 6+ years in strategic finance, FP&A or related roles supporting go-to-market leadership.
• Strong understanding of SaaS and enterprise software metrics including renewals, retention and ARR.
• Excellent Excel and financial modeling capabilities; ability to translate data into executive insights.

Responsibilities

• Drive annual and multi-year financial planning and budgeting for renewals and retention.
• Lead renewal forecasting analyses and present executive narratives on forecast changes.
• Develop governance for renewal metrics and scalable decision-making.
• Collaborate with Renewal Management to evaluate product and pricing changes across contracts.
• Deliver monthly renewal analytics highlighting trends and actionable insights.
• Produce strategic analyses linking customer data to retention and revenue priorities.
• Support company-wide forecast accuracy and cash flow analyses using AI tools.

Skills

FP&A

SaaS metrics

Excel modeling

Executive storytelling

Analytical thinking

AI-driven analytics

Education

Economics/Business/Accounting/Math/Statistics degree

Tools

SQL

Tableau

Snowflake

Job description

Be the one building AI-powered experiences where they matter most. At Genesys, we help organizations create better customer experiences through AI-powered experience orchestration. Our platform connects people, systems, data and AI to help organizations deliver more personalized service, improve operational efficiency and build stronger customer relationships. Help build, support and operate technology used by more than 8,000 organizations in over 100 countries – moving AI from possibility to production in real-world enterprise environments every day. Customer renewals and retention are among the most important value drivers for Genesys, underpinning recurring revenue and long-term growth. As Strategic Finance Manager supporting Renewal Management and the broader Customer Success organization, you will turn renewal, customer, and financial data into budgets, forecasts, and insights that leaders use to plan, measure performance, and advance strategic initiatives. Your work will help the business understand what drives renewal and retention trends, identify key risks and opportunities, and prioritize resources to strengthen customer and financial outcomes. You will partner closely with Renewal Management, Customer Success, Operations, Finance, Data Science, and go-to-market teams, influencing both day-to-day operations and executive-level decisions. This role provides visibility into enterprise-level forecasting, customer retention strategy, and cross-functional decision-making at Genesys. You will also help expand how Strategic Finance applies AI and automation to improve forecast accuracy, accelerate analysis, and scale financial insights as the business evolves.

Key Responsibilities

• Drive annual and multi-year financial planning and budgeting, connecting historical performance, business assumptions, and customer trends to actionable targets across renewal and retention metrics
• Lead recurring renewal forecasting analyses using customer-level data to identify risks and opportunities and deliver clear executive narratives on forecast changes, performance drivers, and variances to plan
• Develop and maintain policies and governance processes that establish clear, consistent renewal metrics aligned with business priorities and scalable decision-making
• Partner with Renewal Management to evaluate product and pricing changes across customer contracts, validate key metrics, and collaborate with Data and Operations teams to ensure systems reflect those metrics accurately and consistently
• Deliver monthly renewal analytics that surface customer behavior trends, performance drivers, and actionable insights for Customer Success and executive leadership
• Produce strategic and ad hoc analyses that connect customer and financial data to business priorities, resource allocation decisions, retention strategies, and executive business reviews
• Partner with Finance, Data Science, go-to-market, and Operations stakeholders to strengthen broader company forecasting across the P&L and cash flow
• Apply AI-powered tools and automation to accelerate analysis, strengthen forecasting and reporting, and expand the scale and effectiveness of Strategic Finance insights

Required Qualifications

• 6+ years of experience across strategic finance, financial planning and analysis (FP&A), revenue operations, or another finance partnership role supporting go-to-market leadership teams, such as Sales, Renewals, or Customer Success
• Strong understanding of SaaS and enterprise software metrics and revenue drivers, including renewals, retention, and annual recurring revenue (ARR)
• Strong financial acumen, including experience working with financial statements, customer and operational data, advanced Excel, and financial modeling
• Demonstrated ability to translate complex financial and operational data into clear insights, recommendations, and executive-level narratives
• Strong analytical and structured problem-solving capabilities with exceptional attention to detail
• Proven ability to manage multiple priorities independently while balancing analytical rigor with tight deadlines
• Excellent written and verbal business communication skills, with demonstrated ability to establish credibility with senior leaders and collaborate effectively across functions
• Experience using AI-powered tools to improve financial analysis, forecasting, reporting, automation, or productivity

Preferred Qualifications

• Experience in investment banking, private equity, growth equity, or a similar analytical role, followed by strategic finance or operating experience within a high-growth technology company
• Renewals, retention, or bookings forecasting experience within a SaaS, enterprise software, or AI company
• Proficiency with SQL, Tableau, Snowflake, or comparable data querying, analytics, and visualization tools
• Background developing scalable reporting, forecasting, or analytical processes that improve visibility and decision support
• Undergraduate or graduate degree in economics, business, accounting, mathematics, statistics, or a related field

Compensation

Compensation: This role has a market-competitive salary with an anticipated base compensation range listed below. Actual salaries will vary depending on a candidate’s experience, qualifications, skills, and location. This role might also be eligible for a commission or performance-based bonus opportunities. $105,100.00 - $184,900.00

Benefits

• Medical, Dental, and Vision Insurance
• Telehealth coverage
• Flexible work schedules and work from home opportunities
• Development and career growth opportunities
• Open Time Off in addition to 10 paid holidays
• 401(k) matching program
• Adoption Assistance
• Fertility treatments

About Genesys

About Genesys: Genesys® empowers more than 8,000 organizations worldwide to create the best customer and employee experiences. Genesys Cloud™ is the Agentic Orchestration Platform that securely connects people, systems, data and AI across the enterprise with built-in governance and control. As a result, organizations can drive customer loyalty, growth and retention while increasing operational efficiency and teamwork across human and AI workforces. To learn more, visit www.genesys.ai.

Culture and People

Working at Genesys AI at enterprise scale – Build, support and operate AI-powered technology used by more than 8,000 organizations worldwide. 150+ new AI features were released in the last fiscal year. A flexible-first culture – Join a global team of nearly 7,000 employees with flexible ways of working designed to help people do their best work. Growth in the AI era – Build future-ready skills through mentorship, learning programs, leadership development and education support. Time to recharge and give back – Benefits include paid volunteer time, August Free Fridays, well-being resources and regionally tailored programs for employees and their families. Recognized globally – Genesys is Great Place to Work® certified in 17 countries and 94% of employees are proud to tell others they work at Genesys. Learn more about our culture, AI innovation and sustainability commitments through our Careers site and Sustainability Report.

Reasonable Accommodations

Reasonable Accommodations: If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at [e-mail]. You can expect a response within 24–48 hours. To help us provide the best support, click the email link above to open a pre-filled message and complete the requested information before sending. If you have any questions, please include them in your email. This email is intended to support job seekers requesting accommodations. Messages unrelated to accommodation—such as application follow-ups or resume submissions—may not receive a response.

Equal Opportunity

Genesys is an equal opportunity employer committed to fairness in the workplace. We evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, marital status, domestic partner status, national origin, genetics, disability, military and veteran status, and other protected characteristics. Please note that recruiters will never ask for sensitive personal or financial information during the application phase.