Senior Financial Analyst, CX & Renewals

About the Role

We are seeking a Senior Financial Analyst, CX & Renewals to join our team in a hybrid role based in Waltham, MA. This position serves as a strategic Finance business partner to the Renewals and Customer Experience (CX) organizations, driving analytics to improve renewal execution, retention planning, forecasting accuracy, and post-sales business growth.

Responsibilities

• Partner with Renewals and CX leadership as the primary FP&A business partner, providing financial analysis and strategic insights to support retention, renewal performance, and business growth.
• Develop and maintain executive dashboards and reporting for key renewal metrics, including ARR, retention, churn, downsell, renewal rates, price increases, and forecast performance.
• Own the weekly renewals forecasting process, delivering accurate projections, variance analysis, risk assessments, and actionable recommendations for leadership.
• Analyze renewal, bookings, and ARR trends across products, segments, customer cohorts, and sales teams to identify performance drivers, risks, and opportunities.
• Lead monthly and quarterly reconciliation of churn, downsell, and renewal actuals, ensuring data accuracy and alignment across Finance and operational systems.
• Establish and maintain data governance, reporting standards, and metric definitions while partnering with Business Systems, BI, Revenue Operations, and Accounting to improve data integrity.
• Build and enhance financial models supporting annual budgets, quarterly forecasts, long-range planning, and renewal forecasting methodologies.
• Prepare executive-level financial analyses, variance reporting, presentations, and business narratives for Finance, senior leadership, and Board reviews.
• Identify churn drivers and customer retention trends by developing standardized analytics and actionable insights to improve renewal outcomes.
• Support cross-functional strategic initiatives through financial modeling, business case development, process improvements, and ad hoc analyses that enhance forecasting accuracy and decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 5–8+ years of experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, Revenue Finance, or related analytical roles, preferably within a SaaS or enterprise software environment with a multi-product strategy.
• Sound knowledge of subscription-based revenue models, recurring revenue forecasting, and key SaaS metrics (ARR, bookings, billings, renewals, retention, and churn).
• Advanced financial modeling and Excel skills with the ability to translate complex data into actionable business insights.
• Experience partnering with cross-functional leaders, presenting to senior management, and driving data-informed decision-making.
• Proficiency with financial planning and analytics tools such as Adaptive Planning, Anaplan, Salesforce, Tableau, Power BI, SQL, or similar platforms.
• Experience leveraging AI-enabled tools to enhance financial analysis, forecasting, reporting, and workflow efficiency.

Desired Qualifications

• Experience supporting customer-facing, Customer Success, Renewals, Sales, or Go-to-Market organizations within a SaaS business.
• Experience improving financial planning methodologies, forecasting processes, and executive reporting.

Pay

This position offers a total compensation range of $123,000.00 to $133,000.00, inclusive of base salary and variable compensation, such as bonuses and incentives. Actual compensation may vary based on factors like location, skills, experience, and qualifications.