Director, Finance Planning and Analysis
SurveyMonkey
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteJob Level
Lead
About the role
- Lead the execution of the company’s core financial planning process, including annual, quarterly, and monthly planning and reporting
- Manage a team of business partners who interface with C-level executives to understand and plan their expense management
- Prepare financial presentations for investors and internal use
- Analyze financial problems and interpret results
- Develop financial infrastructure through process optimization and automation
- Monitor and analyze monthly operating results against budget and forecast
- Lead development of financial models to adjust forecasted results for changes in currency, headcount, and efficiency improvements
- Maintain a unified understanding of the company’s strategy, financial reporting, and plans for the future.
- Leverage a strong GAAP foundation to bridge adjusted EBITDA to FCF and uFCF, clarifying run-rate calculations and key inclusions.
- Drive analyses and reviews on primary expense drivers
- Protect and project the P&L
- Establish trust with cost-center owners
- Coordinate with Accounting, Treasury, Revenue Operations and business leaders
- Product consistent, accurate, actionable reporting on a monthly/quarterly basis
Requirements
- 7 years of experience in an accounting or finance role, with 5 years of experience managing a team
- Demonstrated experience building financial models to address specific business needs
- Experience with financial reporting and forecasting tools like Anaplan or NetSuite
- Experience tracking, analyzing, and reporting employee headcount and other expenses at a SaaS company.
- Proven ability to translate complex financial results and forecasts into actionable recommendations for non-financial executives and investor stakeholders, applying data-driven insights to influence decision-making at the highest levels.
- Demonstrated success in hiring, developing, and mentoring high-performing finance professionals
Benefits
- Flexible working hours
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningfinancial modelingfinancial reportingforecastingGAAPexpense managementprocess optimizationautomationdata analysisbudgeting
Soft skills
leadershipcommunicationteam managementtrust buildingmentoringanalytical thinkingproblem solvinginfluencingpresentation skillscollaboration