Finance Planning and Analysis (FP&A) Specialist

SurveyMonkey•Ottawa, ON

2d•Hybrid

About The Position

SurveyMonkey is seeking a Finance Planning and Analysis (FP&A) Specialist to act as a strategic partner for their G&A functions. This role involves supporting operational and financial planning, business analysis, and decision-making for senior leadership. The specialist will have the opportunity to influence significant decisions and lead strategic projects contributing to SurveyMonkey's growth. This position is suited for individuals who excel at solving complex problems and linking financial activities to overall business success.

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.

Responsibilities

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.