Senior Manager, Financial Planning and Analysis

Summary

Join FreshBooks as the Senior Manager, Financial Planning & Analysis (FP&A), reporting directly to the Chief Financial Officer. You will lead and oversee financial planning and forecasting for the finance function, including maintaining and updating the company's forecast model and collaborating with senior leadership to ensure a rigorous and timely quarterly forecasting process. You will also manage the budget feature in the company's accounting software to enable accurate budget vs. actual reporting. This role plays a key part in guiding the CFO and senior leadership team in financial decision-making, identifying growth opportunities, and mitigating risks. This role can be worked remotely from anywhere in Canada or the United States, with occasional in-office requirements for residents of Toronto or the Greater Toronto Area.

Requirements

• Bachelor’s degree in business, finance, economics, or accounting
• At least 5 years of progressive experience in financial planning and analysis, including 2+ years leading financial planning in a dynamic organization
• Proven experience in developing and managing budgets, forecasts, and complex financial models
• Experience with data processing and visualization tools (SQL, Excel, Python, Tableau, Looker, Alteryx)
• Demonstrated ability to work with executives and team leads to drive a rigorous quarterly financial planning program
• Strong understanding of business operations and strategy with the ability to simplify complex business models by focusing on core drivers
• Solid financial modeling skills and a deep understanding of core financial statements

Responsibilities

• Build and manage relationships with senior leadership, team leads, and peers to ensure efficient participation in the planning process
• Collaborate with the Controller and finance team to support cohesive information sharing
• Manage the budget feature in the accounting software for accurate forecast vs. actual reporting and oversee the preparation and publication of financial statements and Board materials
• Identify and benchmark key performance drivers and OKRs to focus financial models on the most impactful factors
• Lead the strategic planning process, including annual and quarterly forecasts, investor models, and multi-year financial plans
• Maintain and enhance financial projections to evaluate business sensitivities, funding needs, and support potential fundraising activities
• Optimize financial tools and ensure their integration with relevant technologies while staying updated on emerging finance technologies
• Foster a positive, collaborative work environment aligned with FreshBooks’ values and culture

Preferred Qualifications

• 2+ years at a top-tier professional services organization (e.g., PWC, BDO, top investment bank, Bain, BCG, McKinsey or Alvarez) preferred
• Subscriber-based businesses, SaaS, or similar environments in Corporate Finance, M&A advisory, or financial consulting
• International financial operations and regulations

Benefits

• Comprehensive health and wellness benefits. Including a retirement savings program or pension plan matched to your local office, stock options for every full-time employee, generous time off, parental leave and new parent support, annual healthy living credit, comprehensive medical and dental benefits, fertility and gender-affirming benefits dependent on your region, and more
• Perks that matter. Including a Peer Recognition Program, an Employee Assistance Program, headphone credit, meaningful in-person gatherings to bring onsite and remote employees together, and more perks matched to your local cluster
• Working environments to help you thrive. Beautiful office spaces welcome you in Toronto, Amsterdam, and San Luis Potosi. If you don't have access to a FreshBooks office, you receive a home office credit to set up your home office. We are committed to creating supportive and flexible environments to support the best interests of the team, collaboration, and mental well-being
• Supportive peer group, mentors, and leaders . We care about each other across the organization and have programs to support this so everyone feels a strong sense of belonging, and believes in collective impact
• Accelerated growth. Comprehensive company onboarding, career development through continuous coaching, training, and learning on the job