SurveyMonkey
Finance / FinServ
FinancePlanning&Analysis(FP&A)Analyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Finance Planning & Analysis (FP&A) Analyst at SurveyMonkey. Skills: Financial Planning & Analysis (FP&A), Financial Modeling, Budgeting, Forecasting, Data Analysis. Serve as a key strategic partner for G&A functions. Support operational and financial planning”
What You'll Achieve.
Ensure departmental resources and headcount align with company-wide financial targets; Drive business growth
Industry & Context.
Solving complex problems; Connecting financial activities to broader business success
Requires you to work from the SurveyMonkey office in Heredia 2 days per week, Apply using an English version of your resume/CV
What They're Looking For.
Must Have
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), 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
What You'll Do.
Serve as a key strategic partner for G&A functions
Support operational and financial planning
Support business analysis
Support decision-making for senior leadership
Lead the annual budgeting and monthly forecasting cycles for G&A functions
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
Automate reporting workflows
Enhance the data integrity of our ERP and financial planning tools
Oversee end-to-end financial workstreams
How You'll Work.
Team & Collaboration
Partner with cross-functional teams to automate reporting workflows and enhance data integrity; Ensure all stakeholders are aligned on project milestones and fiscal objectives
Communication Scope
Deliver executive insights; Synthesize complex datasets into clear, concise presentations; Translate financial metrics into strategic recommendations
Process & Methodology
Manage collaborative projects, Oversee end-to-end financial workstreams, Ensure project milestones are met
Full Job Description
SurveyMonkey is the world’s most popular platform for surveys and forms, built for business—loved by users. We combine powerful capabilities with intuitive design, effectively serving every use case, from customer experience to employee engagement, market research to payment and registration forms. With built-in research expertise and AI-powered technology, it’s like having a team of expert researchers at your fingertips. Trusted by millions—from startups to Fortune 500 companies—SurveyMonkey helps teams gather insights and information that inspire better decisions, create experiences people love, and drive business growth. Discover how at surveymonkey.com. What we’re looking for 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 Collaborat
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