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Manager, Financial Planning & Analysis

| Greater Boulder Area

Founded in 2006, SurveyGizmo is a powerful survey and data insights platform that empowers business professionals to make informed decisions. As SaaS application software, it offers user-friendly data collection tools for understanding customers, markets, and employees in real time and communicating this information across an organization. It provides data insights in over 205 countries, with 50K new surveys created and 5M responses collected every week.

SurveyGizmo has tremendous opportunity to continue this growth, based on current market size and the potential for more sophisticated product positioning and a robust sales and marketing engine. Details on SurveyGizmo’s products and services can be found on our website (www.surveygizmo.com).

Who You Are

You have a Heart for Service

We provide extraordinary service to our customers, co-workers, and our community by going out of our way to appreciate and support them.

You are Curious

We create products that help our customers listen and be curious, and we ourselves are curious. We strive to understand our customers’ business problems and the solutions delivered with our software.

You Find a Way

We help our customers and employees succeed by finding solutions to their problems. We have a can-do attitude and we do what we say we will do.

What You’ll Do

We are looking for an experienced manager to lead our Financial Planning & Analysis (FP&A) function. This individual will have the opportunity to help build a world class organization within a high growth and profitable software company. The right candidate will be process driven and have the ability to move fluidly between high level discussions and detailed hands on work.

 Key responsibilities & duties

  • Own annual and monthly budgeting/forecasting process and monthly BvA’s
  • Own weekly and monthly sales forecasting
  • Develop key reporting packages and metrics
  • Manage weekly KPI tracking
  • Help optimize key systems including SalesForce and Zuora
  • Drive finance process documentation and communication
  • Participate, as finance partner, in various strategic initiatives across the company
  • Partner with accounting around monthly close


  • BS or BA in Finance or Accounting; Masters preferred
  • 5+ years relevant work experience in FP&A or similar analytical roll, preferably in a SAAS or software setting
  • Excel expert! Must be able to quickly analyze and summarize large data sets
  • Extensive SalesForce and Zuora experience preferred
  • Deep GAAP accounting knowledge
  • Excellent communication and interpersonal skills, with demonstrated ability to work closely with Budget owners and management team
  • Highly organized, with strong documentation skills
  • Insightful, with a keen ability to synthesize raw data into actionable findings
  • Comfortable in a fast-paced organization

 Our team members enjoy:

  • Competitive compensation package and full suite of benefits
  • Great Boulder location without the Pearl Street commute
  • Environment where you are empowered and can see your impact 
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SurveyGizmo is located in a business park just 5 minutes from retail shopping and restaurants with free parking on a bike trail just off Pearl Street.

An Insider's view of SurveyGizmo

What projects are you most excited about?

We are evolving our platform with new integrations, additional data analytics and machine learning. Built on AWS, we are adding new microservices and VueJS front end apps. We work with Docker, ElasticSearch, MySQL, Redis, PHP, Laravel/Lumen, Node.js, Express, Vue, Jest, ES6, Saas, Webpack and more. Help us build the future of insights software!


VP of Technology

How does the company support your career growth?

SurveyGizmo is awesome at encouraging growth of employees. They offer TONS of internal training to help you learn everything about the tool to maximize your potential. I am only a month in to my position, and I learned enough about our tool to go train 30 customers in Washington, DC. It was a successful event, and I am excited to learn more!


Training Specialist

How do you make yourself accessible to the rest of the team?

We keep an open door policy to ensure our employees can access any of our leaders. For myself, I am a servant leader and always willing to help any of our employees regarless of the situation or department.


Sales Manager

What does career growth look like on your team?

Support is a great place to start a career at SG, the sky is the limit! Within our team, we have multiple tracks for advancement, and there are paths to grow outside of the department as well. We've seen our support heroes go on to become developers, sales engineers, finance specialists, leaders and more!


Director of Services

What are SurveyGizmo Perks + Benefits

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