Senior Financial Planning & Analysis Analyst

1 Month ago • 3 Years +

Job Summary

Job Description

The Senior Financial Planning & Analysis Analyst will partner with senior leaders in the Go-To-Market Finance team, focusing on the Self-Serve business. This role involves strategic financial planning, forecasting key performance metrics such as signups, and leading initiatives to enhance financial capabilities. The analyst will provide actionable insights, guide decision-making, and create data-driven reports, requiring strong financial modeling and communication skills. The role offers high visibility and a direct connection to company-wide success.
Must have:
  • 3+ years of experience in FP&A, data analytics, or business operations.
  • Strong financial modeling skills and business intuition (Excel required; SQL preferred).
  • Excellent communication skills, translating analysis into business recommendations.
  • A bias for action and comfort in fast-paced environments.
  • A passion for process improvement and automation.

Job Details

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

Why SurveyMonkey? We’re glad you asked 

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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About The Company

At SurveyMonkey, we believe that every voice matters, and we’re on a mission to empower individuals and organizations to share their ideas, feedback, and insights. Our tools help millions worldwide make smarter decisions and create meaningful change. Join our innovative and diverse team, where creativity meets purpose, and every day offers a new opportunity to make an impact.

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