Senior Manager – FP&a
| Company | FreshBooks |
|---|---|
| Location | Boston, MA, USA, Toronto, ON, Canada, Austin, TX, USA, Tampa, FL, USA, Redmond, WA, USA, Calgary, AB, Canada, New York, NY, USA, Phoenix, AZ, USA, Portland, OR, USA, Atlanta, GA, USA, Vancouver, BC, Canada, Halifax Regional Municipality, NS, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
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.
- Experience in subscriber-based businesses, SaaS, or similar environments in Corporate Finance, M&A advisory, or financial consulting.
- Experience in international financial operations and regulations.