• Generate financial reports and dashboards to analyze key performance indicators (KPIs) and financial metrics to provide insights into business performance • Prepare comprehensive financial reports, highlighting key financial insights and trends • Assist in the preparation of presentations and reports for executive leadership and board meetings • Ensure the accuracy and integrity of financial data for reporting purposes • Assist in the implementation of FP&A software tools • Assist in the development, maintenance, and management of annual budgets, working closely with department leaders to establish financial goals and targets • Prepare scenario planning for 3 statement financial models • Contribute to the forecasting process by providing accurate and timely financial projections • Conduct detailed expense and headcount variance analysis to assess budget versus actual performance • Prepare presentations outlining and explaining reasonings for variances • Monitor and analyze expenses, identifying opportunities for cost control and efficiency - improvements • Support department leaders in managing budgets and achieving financial targets • Own and update financial models and ROI analysis to support decision-making • Assist in evaluating the financial impact of strategic initiatives and business strategies • Own special projects and ad hoc analysis as directed by senior management • Provide financial support for strategic initiatives and operational improvements

Role Description We’re seeking a detail-driven Financial Aid Specialist III to support continuing student financial aid operations. This role focuses on repackaging aid, validating eligibility, and ensuring full Title IV compliance across subsequent academic years. You’ll play a key role in maintaining audit readiness while helping students continue their education with accurate and timely financial support. What You’ll Do - Review and repackage financial aid for continuing students in compliance with federal and institutional guidelines - Analyze ISIRs, prior awards, and academic progression to determine eligibility - Manage verification and resolve conflicting information - Monitor daily reports (ISIRs, student status changes, document tracking) to identify and resolve issues - Ensure COA, loan limits, grade level progression, and eligibility are accurately applied - Process enrollment changes, including Pell recalculations, loan adjustments, and R2T4 impacts - Support academic year transitions, including crossover terms and loan proration - Advance eligible students to Ready to Pay (RTP) status - Maintain audit-ready documentation and accurate student records - Collaborate with campus teams and provide student support on aid changes and eligibility Qualifications - High school diploma or GED required - Associate’s or bachelor’s degree preferred Requirements - 3+ years of financial aid experience (5+ preferred), with focus on repackaging and Title IV compliance - Experience with Pell recalculations, loan proration, R2T4, and enrollment changes - Strong analytical and problem-solving skills - Experience with verification and resolving discrepancies - Detail-oriented with a strong compliance mindset - Strong communication and teamwork skills - Proficiency in Microsoft Office (Excel, Word, Outlook, Teams, SharePoint) - Advanced Excel skills preferred - Campus Nexus/Anthology experience a plus - Professional, accountable, and able to work independently - Flexibility for occasional evenings, weekends, and travel Benefits - 401(k) with company match - Health, Dental, and Vision insurance - Life insurance - Parental leave - Paid time off - Employee Assistance Program - Tuition reimbursement

• Drive product strategy through data: Partner closely with Product Management, Engineering, and Design leaders to define success metrics, size new opportunities, and shape the strategic roadmap for our unsecured installment products. • Lead rigorous experimentation: Own the end-to-end A/B testing lifecycle—from hypothesis generation and experimental design to deep-dive analysis and executive readout—to continuously optimize user funnels and product features. • Execute high-impact behavioral analyses: Dive deep into complex user journey data to uncover friction points, retention drivers, and growth levers, translating raw telemetry into actionable product recommendations. • Architect scalable data solutions: Collaborate with Engineering teams to define tracking requirements for new product launches, ensuring high data quality and building intuitive dashboards that empower teams with self-serve insights.

What we’re looking for We are looking for an 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. While this role is remote, it may require in-person participation. You will be encouraged to attend company events throughout the year. These events will take place at a designated SurveyMonkey office or location. #LI-remote