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Finance Planning & Analysis Analyst
SurveyMonkeyFinance Planning and Analysis Analyst supporting G&A functions to ensure alignment with financial targets. Building financial models and delivering insights to the leadership team.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead the annual budgeting and monthly forecasting cycles for G&A functions.
- Build sophisticated, scalable models to evaluate new business initiatives.
- Synthesize complex datasets into clear presentations for the leadership team.
- Partner with cross-functional teams to automate reporting workflows.
- Oversee end-to-end financial workstreams, ensuring alignment on project milestones.
Requirements
What you’ll need- 3+ years of experience in high-growth corporate finance, investment banking, or management consulting.
- Prior experience working within the technology or SaaS sector.
- Advanced expertise in Excel (complex modeling and data manipulation).
- Experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning).
- Proven track record of managing large-scale data projects.
Benefits
Comp & perks- medical, dental, vision, life, and disability insurance
- RRSP matching
- flexible spending & health savings account
- paid holidays
- paid time off
- employee assistance program
- other company benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
budgetingforecastingfinancial modelingdata manipulationdata analysisreporting automationproject managementdata project management
Soft Skills
leadershipcommunicationcollaborationsynthesis