What we’re looking for

We are looking for a Finance Planning and Analysis (FP&A) Specialist to serve as a key strategic partner for our G&A functions. In this high-visibility role, you will support operational and financial planning, business analysis, and decision-making for senior leadership. You will have a platform to influence significant decisions and lead strategic projects that directly contribute to SurveyMonkey’s growth. This role is ideal for someone who thrives on solving complex problems and connecting financial activities to broader business success.

What you’ll be working on

• 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.

We’d love to hear from people with

• Professional Experience: 3+ years of experience in high-growth corporate finance, investment banking, or management consulting.
• Industry Knowledge: Prior experience working within the technology or SaaS sector, demonstrating an understanding of industry-specific financial drivers.
• Technical Proficiency: Advanced expertise in Excel (complex modeling and data manipulation) and experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning).
• Analytical Rigor: A proven track record of managing large-scale data projects and maintaining high accuracy while meeting tight deadlines.
• Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

SurveyMonkey believes in-person collaboration is valuable for building relationships, fostering community, and enhancing our speed and execution in problem-solving and decision-making. As such, this opportunity is hybrid and requires you to work from the SurveyMonkey office in Heredia 2 days per week.

Please apply using an English version of your resume/CV.

#LI - Hybrid

What we’re looking for

We are looking for a Finance Planning and Analysis (FP&A) Specialist to serve as a key strategic partner for our G&A functions. In this high-visibility role, you will support operational and financial planning, business analysis, and decision-making for senior leadership. You will have a platform to influence significant decisions and lead strategic projects that directly contribute to SurveyMonkey’s growth. This role is ideal for someone who thrives on solving complex problems and connecting financial activities to broader business success.

What you’ll be working on

• 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.

We’d love to hear from people with

• Professional Experience: 2+ years of experience in high-growth corporate finance, investment banking, or management consulting.
• Industry Knowledge: Prior experience working within the technology or SaaS sector, demonstrating an understanding of industry-specific financial drivers.
• Technical Proficiency: Advanced expertise in Excel (complex modeling and data manipulation) and experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning).
• Analytical Rigor: A proven track record of managing large-scale data projects and maintaining high accuracy while meeting tight deadlines.
• Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

The base pay provided for this position ranges from CAD $68,595.00 / year - $80,700.00 / 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 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; RRSP matching; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits. 

This opening is for an existing vacancy.

#LI-remote

What we’re looking for

We are looking for a Finance Planning and Analysis (FP&A) Specialist to serve as a key strategic partner for our G&A functions. In this high-visibility role, you will support operational and financial planning, business analysis, and decision-making for senior leadership. You will have a platform to influence significant decisions and lead strategic projects that directly contribute to SurveyMonkey’s growth. This role is ideal for someone who thrives on solving complex problems and connecting financial activities to broader business success.

What you’ll be working on

• 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.

We’d love to hear from people with

• Professional Experience: 2+ years of experience in high-growth corporate finance, investment banking, or management consulting.
• Industry Knowledge: Prior experience working within the technology or SaaS sector, demonstrating an understanding of industry-specific financial drivers.
• Technical Proficiency: Advanced expertise in Excel (complex modeling and data manipulation) and experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning).
• Analytical Rigor: A proven track record of managing large-scale data projects and maintaining high accuracy while meeting tight deadlines.
• Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

The base pay provided for this position ranges from CAD $68,595.00 / year - $80,700.00 / 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 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; RRSP matching; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits. 

This opening is for an existing vacancy.

SurveyMonkey believes in-person collaboration is valuable for building relationships, fostering community, and enhancing our speed and execution in problem-solving and decision-making. As such, you will be required to work from our Ottawa office up to 1 day per week.

#LI-Hybrid

The Role

As an Accounts Receivable Analyst I, you will be responsible for supporting day-to-day accounts receivable operations, including timely and accurate order entry, invoicing, revenue recognition, and reporting.

This role is hands-on and requires strong attention to detail, sound judgment, and an organized approach to balancing transactional tasks with broader accounting cycle responsibilities. The Accounts Receivable Analyst I works closely with internal stakeholders and external customers.

Collaboration across teams is essential, as is the ability to adapt to a dynamic and growing environment. This role contributes to both ongoing operations and continuous improvement efforts within the Finance team.

What You’ll Do

• Set-up contracts in Intacct contract module to ensure accurate invoicing, sales taxes and revenue recognition along with the appropriate back-up documentation.
• Create and maintain revenue recognition and deferred revenue schedules for SaaS revenue and non-recurring revenue contracts.
• Collaborate with Rev Ops and PSM teams to ensure accurate and timely renewals.
• Collaborate with project managers to determine timing of milestone billing and year end percent-complete revenue recognition calculations.
• Participate in the month-end close process, including preparing journal entries and account reconciliations to support timely and accurate financial reporting.
• Prepare monthly MRR analysis and other SaaS metrics.
• Collaborate with Treasury team to support collection process and cash applications.
• Coordinate with external auditors to provide requested documentation and respond to inquiries in a timely and accurate manner.
• Contribute to the ongoing development and documentation of revenue-related policies and internal processes, including accounting memos as needed.
• Monitor industry and regulatory developments related to revenue recognition and support the development of new policies and processes in response.
• Adopt AI tools as part of daily support workflows to enhance productivity, improve response quality, and support continuous learning.
• Assist with ad hoc operational projects, such as reporting enhancements, process automation research, and maintaining internal metric definitions.
• Performs other related duties, as assigned, to support team objectives, departmental needs, and overall organizational priorities. 

What You’ll Bring

• Post-secondary degree or diploma in Accounting, Finance, Business Administration or a related field preferred.
• A minimum of 2-3 years of related experience in a similar role with experience with revenue recognition in a software or technology environment, involving complex SaaS or recurring maintenance revenue streams and non-recurring revenue streams.
• Well-organized and self-directed, with a resourceful mindset and strong problem-solving skills.
• Strong attention to detail and a high level of accuracy in processing transactions.
• Proficiency with ERP/accounting systems (e.g., Sage Intacct, SAP, Oracle, NetSuite) and advanced MS Office skills, especially Excel and Word.
• Working knowledge of IFRS and/or US GAAP is an asset.
• Strong written and verbal communication skills, with a high degree of professionalism and cultural awareness.
• Proven ability to manage priorities, stay organized, and meet deadlines in a dynamic environment.

Note: This position requires a security clearance from the Government of Canada. Candidates must be legally authorized to work in Canada and must successfully obtain and maintain a Reliability security clearance. Please note that specific customer contracts may impose additional security verification requirements. Obtaining and maintaining all required security clearances is a condition of employment. For more information on the Government of Canada's security screening process, please visit Public Services and Procurement Canada.

Versaterm is committed to fair and equitable compensation that is competitive, consistent, and aligned with the value each role contributes to our organization. The starting salary for this position will be dependent upon many factors, such as the successful candidate’s skills, experience, education, training as well as internal equity, market data, and business needs. In addition to base salary and our comprehensive benefits offering, some roles may also be eligible for variable compensation such as incentive plans or discretionary performance bonuses.