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Director, Finance Planning and Analysis

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Tree Trust
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Manager
  • Management
    Financial Manager
Salary/Wage Range or Industry Benchmark: 173400 - 234600 USD Yearly USD 173400.00 234600.00 YEAR
Job Description & How to Apply Below

Survey Monkey 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—Survey Monkey helps teams gather insights and information that inspire better decisions, create experiences people love, and drive business growth.

What we’re looking for

We’re looking for a Director of FP&A to lead the Corporate FP&A function orting to the VP of FP&A, this role will focus on enhancing Survey Monkey’s ability to track and forecast the financial impact of strategic changes. This high-profile role will involve partnering with executives, investor representatives, and finance team members to inform and communicate leadership’s vision for the company.

We’re looking for people who are comfortable delivering investor-grade analysis and recommendations while developing a team of strong business partners.

What you’ll be working on
  • 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 Net Suite
  • 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

The base pay provided for this position ranges from $173,400 / year - $234,600 / year depending on the geographic market and assuming a full-time schedule. Actual base pay is based on a number of factors including market location, job-related knowledge, education or training, skills, and experience. Bonuses and commissions may also be offered as part of the total compensation package, in addition to a competitive benefits package including medical, dental, vision, life, and disability insurance;

401(k) retirement plan; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits.

#LI-remote

At Survey Monkey, 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 theCHOICE Fund to help employees thrive in work and life.

We live our company values —like…

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