Director, Finance Planning and Analysis

Job Description

Join to apply for the Director, Finance Planning and Analysis role at SurveyMonkey

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

• Lead the execution of the company’s core financial planning process, including annual, quarterly, and monthly planning and reporting.


• Manage a team of business partners who interface with C‑level executives to understand and plan their expense management.


• Prepare financial presentations for investors and internal use.


• Analyze financial problems and interpret results.


• Develop financial infrastructure through process optimization and automation.


• Monitor and analyze monthly operating results against budget and forecast.


• Lead development of financial models to adjust forecasted results for changes in currency, headcount, and efficiency improvements.


• Maintain a unified understanding of the company’s strategy, financial reporting, and plans for the future.


• Leverage a strong GAAP foundation to bridge adjusted EBITDA to FCF and uFCF, clarifying run‑rate calculations and key inclusions.


• Drive analyses and reviews on primary expense drivers.


• Protect and project the P&L.


• Establish trust with cost‑center owners.


• Coordinate with Accounting, Treasury, Revenue Operations and business leaders.


• Product consistent, accurate, actionable reporting on a monthly/quarterly basis.

We’d Love to Hear From People With

• 7 years of experience in an accounting or finance role, with 5 years of experience managing a team.


• Demonstrated experience building financial models to address specific business needs.


• Experience with financial reporting and forecasting tools like Anaplan or NetSuite.


• Experience tracking, analyzing, and reporting employee headcount and other expenses at a SaaS company.


• Proven ability to translate complex financial results and forecasts into actionable recommendations for non‑financial executives and investor stakeholders, applying data‑driven insights to influence decision‑making at the highest levels.


• Demonstrated success in hiring, developing, and mentoring high‑performing finance professionals.

Why SurveyMonkey?

At SurveyMonkey, curiosity powers everything we do. We’re a global company where people from all backgrounds can make an impact, build meaningful connections, and grow their careers. Our teams work in a flexible, hybrid environment with thoughtfully designed offices and programs like the CHOICE Fund to help employees thrive in work and life. We’ve been trusted by organizations for over 25 years, and we’re just getting started. Our milestones include celebrating a quarter‑century of curiosity with 25 acts of giving, opening new hubs in Costa Rica and India, crossing the threshold of 100 billion questions answered, and earning recognition as one of the Most Inspiring Workplaces across North America and Asia. We live our company values—like championing inclusion and making it happen—by embedding them into how we hire, collaborate, and grow.

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.