SurveyMonkey

Finance Planning and Analysis Specialist

SurveyMonkey

full-time

Posted on:

Location Type: Remote

Location: Canada

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Tech Stack

ERP

About the role

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

Requirements

  • 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
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
  • Bonuses
  • Stock options
  • Equipment allowances
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
budgetingforecastingfinancial modelingdata manipulationdata analysisproject managementROI analysiscost-saving analysisfinancial metrics synthesisdata integrity
Soft Skills
communicationcollaborationpresentationstrategic thinkingattention to detailproblem-solvingleadershiptime managementstakeholder alignmentadaptability