Senior Manager of Financial Planning & Analysis, FreshBooks

• 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
• 2+ years at a top-tier professional services organization (e.g., PWC, BDO, top investment bank, Bain, BCG, McKinsey) preferred
• Proven experience in developing and managing budgets, forecasts, and complex financial models
• Advanced proficiency in Excel and PowerPoint
• Experience with data processing and visualization tools (Tableau, Looker, Alteryx)
• Familiarity with uploading and maintaining budgets in NetSuite
• 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

Desirable

• As the Senior Manager, Financial Planning & Analysis (FP&A) reporting directly to the Interim Chief Financial Officer, you will lead and oversee financial planning and forecasting for the finance function
• This includes maintaining and updating the company’s forecast model and collaborating with senior leadership, team leads, and peers 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
• 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

• 100% Employer Paid Health, Vision and Dental Benefit Premiums
• Employee Assistance Program
• Paid Volunteer & Innovation Days
• Onsite Massage, Gym, Yoga, Meditation & Shower Facilities
• Daily Breakfast, Snacks & Drinks
• Indoor Bike Storage & Repair Supplies
• Dog and Kid-Friendly Office

Total funding: $153.8m

The need for owners to manage their business digitally has accelerated, and this has changed how small business owners work with bookkeepers and accountants. FreshBooks has built a cloud-based accounting software platform designed to make things like invoicing, expenses, payments, payroll and financial reporting easier for SMBs, and has served more than 30 million people in over 160 countries.