Financial Analyst
Core
Build advanced predictive models and financial forecasts to optimize customer lifetime value and maximize net retention rate for a global SaaS business.
Role type
Financial Analyst (Customer Retention & FP&A)
Builds
Predictive analytics models, financial forecasts, and business intelligence dashboards for customer organizations.
Domain
SaaS / Customer Success / Financial Planning & Analysis
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, Excel/Google Sheets, data cleaning, generative AI tools, variance analysis, stakeholder communication
Preferred skills
SaaS environment experience, Customer Experience metrics, Business Intelligence tools
Technologies
Excel, Google Sheets, Generative AI tools
Responsibilities
Partner with Global Support, Renewals, and Customer Success leaders to deliver data-driven insights; Spearhead monthly/quarterly financial forecasting and annual budgeting; Build and refine Business Intelligence models to monitor Cost to Serve and Deflection Rates; Evaluate financial impact of self-service automation on Customer Lifetime Value.
Seniority
Mid-level (3 years experience)