[Hiring] Finance Planning and Analysis (FP&A) Specialist @SurveyMonkey

Role Description

We are looking for a Finance Planning and Analysis (FP&A) Specialist to serve as a key strategic partner for our G&A functions. In this high-visibility role, you will support operational and financial planning, business analysis, and decision-making for senior leadership. You will have a platform to influence significant decisions and lead strategic projects that directly contribute to SurveyMonkey’s growth. This role is ideal for someone who thrives on solving complex problems and connecting financial activities to broader business success.

What you’ll be working on

• Drive Strategic Planning: Lead the annual budgeting and monthly forecasting cycles for G&A functions to ensure departmental resources and headcount align with company-wide financial targets.
• Architect Financial Models: Build sophisticated, scalable models to evaluate new business initiatives, cost-saving opportunities, and the ROI of long-term strategic investments.
• Deliver Executive Insights: Synthesize complex datasets into clear, concise presentations that translate financial metrics into strategic recommendations for the leadership team.
• Optimize Systems and Processes: Partner with cross-functional teams to automate reporting workflows and enhance the data integrity of our ERP and financial planning tools.
• Manage Collaborative Projects: Oversee end-to-end financial workstreams, ensuring all stakeholders are aligned on project milestones and fiscal objectives.

Qualifications

• 3+ years of experience in high-growth corporate finance, investment banking, or management consulting.
• Prior experience working within the technology or SaaS sector, demonstrating an understanding of industry-specific financial drivers.
• Advanced expertise in Excel (complex modeling and data manipulation) and experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning).
• A proven track record of managing large-scale data projects and maintaining high accuracy while meeting tight deadlines.
• A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

Benefits

• Flexible, hybrid work environment.
• Thoughtfully designed offices and programs like the CHOICE Fund to help employees thrive in work and life.
• Opportunities to attend company events throughout the year.

Company Description

At SurveyMonkey, curiosity powers everything we do. We’re a global company where people from all backgrounds can make an impact, build meaningful connections, and grow their careers. We’ve been trusted by organizations for over 25 years, and we’re just getting started.

• Celebrating a quarter-century of curiosity with 25 acts of giving.
• Opening new hubs in Costa Rica and India.
• Crossing the threshold of 100 billion questions answered.
• Earning recognition as one of the Most Inspiring Workplaces across North America and Asia.

We live our company values—like championing inclusion and making it happen—by embedding them into how we hire, collaborate, and grow.