Senior Financial Planning & Analysis Analyst

SurveyMonkey; Ottawa; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning & Analysis Analyst to join their dynamic Go-To-Market Finance team. This pivotal role involves acting as a strategic partner to senior leaders, driving operational and financial planning for the Self-Serve business. You'll have the opportunity to influence critical growth strategies while collaborating with cross-functional teams. The ideal candidate will possess strong financial modeling skills and a passion for data-driven decision-making. Join a company that values curiosity and innovation, where your contributions will directly impact success and growth.

Benefits

Learning and Development Opportunities

Annual Holiday Refresh

Annual Week of Service

C.H.O.I.C.E Fund

Flexible Work Environment

Qualifications

• 3+ years in FP&A or data analytics, ideally in a growth-focused organization.
• Strong financial modeling skills and ability to translate data into insights.

Responsibilities

• Serve as a strategic finance partner to senior leaders, providing actionable insights.
• Analyze and forecast key performance metrics to support business growth.

Skills

Financial Planning & Analysis (FP&A)

Data Analytics

Financial Modeling

Excel

SQL

Communication Skills

Process Improvement

Education

Bachelor's Degree in Finance or related field

Tools

Excel

SQL

Job description

Senior Financial Planning & Analysis Analyst

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’re looking for a Senior Analyst, Finance & Strategy to join our Go-To-Market Finance team, supporting SurveyMonkey’s Self-Serve business. In this high-impact, highly visibility role, you’ll act as a strategic finance partner to senior leaders across the Self-Serve organization, helping drive operational and financial planning at scale.This is a unique opportunity to work on some of the company’s most critical growth levers—offering a steep learning curve, exposure to senior leadership, and a direct connection between your work and company-wide success. You'll play a key role in shaping strategy, leading initiatives, and solving some of our most exciting challenges.

What you’ll be working on

• Serve as a strategic finance partner to senior leaders across the Self-Serve and Finance teams, providing actionable insights to guide decision-making.
• Analyze and forecast key performance metrics (e.g., signups, conversion rates, AOV, bookings, LTV, ARR) to support business growth and optimization.
• Lead financial planning efforts for the Self-Serve organization—including quarterly forecasts, annual planning, and long-range modeling.
• Build and deliver clear, data-driven reporting to business partners, highlighting trends, risks, and opportunities.
• Collaborate with Corporate Finance on executive and Board-level presentations and strategic materials.
• Drive cross-functional initiatives that enhance our financial capabilities, especially within a high-scale, low-touch business model.

We’d love to hear from people with

• 3+ years of experience in FP&A, data analytics, or business operations—ideally within a product- or growth-focused organization.
• Strong financial modeling skills and business intuition, with the ability to translate data into meaningful insight (Excel required; SQL preferred).
• Excellent communication skills, with a knack for turning analysis into clear business recommendations and advocating effectively across teams.
• A bias for action, a curious mindset, and comfort navigating ambiguity in fast-paced environments.
• A passion for process improvement and automation—constantly looking to optimize and challenge the status quo.
• Strong attention to detail, paired with the ability to think strategically and see the big picture.

#LI-remote

SurveyMonkey is a place where the curious come to grow. We’re building an inclusive workplace where people of every background can excel no matter their time zone. At SurveyMonkey, we weave employee feedback and our core values into everything we do to create forward-looking benefits policies, employee programs, and an award-winning culture, including our annual holiday refresh, our annual week of service , learning and development opportunities like Curiosity Week , and our C.H.O.I.C.E Fund .

Our commitment to an inclusive workplace

SurveyMonkey is an equal opportunity employer committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.

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