Senior Manager FPA

FreshBooks; Vancouver; Remote; CAD 90,000 - 130,000; Full time

Job summary

FreshBooks is seeking a Senior Manager for Financial Planning & Analysis to lead financial forecasting and budgeting processes. This role involves collaboration with senior leadership, managing financial models, and optimizing financial tools to support business growth. The ideal candidate will have significant experience in financial planning, strong analytical skills, and a collaborative mindset, contributing to the success of small business owners and accountants.

Benefits

Comprehensive health and wellness benefits

Retirement savings program

Generous time off

Employee Assistance Program

Home office credit

Qualifications

• At least 5 years of progressive experience in financial planning and analysis.
• 2 years leading financial planning in a dynamic organization.
• Experience with top-tier professional services organizations preferred.

Responsibilities

• Lead and oversee financial planning and forecasting for the finance function.
• Manage the budget feature in the accounting software for accurate reporting.
• Collaborate with senior leadership for rigorous quarterly forecasting.

Skills

Financial modeling

Data processing

Visualization tools

Collaboration

Business operations understanding

Education

Bachelor's degree in business, finance, economics, or accounting

Tools

SQL

Excel

Python

Tableau

Looker

Alteryx

Job description

FreshBooks is a leading cloudbased SaaS accounting software platform built for small business owners and consistently ranks #1 easiest to use. With an emphasis on keeping things simple and stressfree wherever possible FreshBooks makes the hard parts of running a business a little bit easier. With FreshBooks our customers can get paid faster and spend less time on admin and paperwork so they can focus on what they do bestgrowing their businesses.

At FreshBooks we believe in humancentric connections that empower teams to do their best work. Headquartered in Toronto Canada our team operates in clusters across North America and Europe using a variety of working environmentsremote hybrid and inofficeall based on whats best for the team collaboration and mental wellbeing. We are committed to creating a supportive and flexible workplace where everyone can thrive grow and make an impact on small business owners and accountants.

The Opportunity

As the Senior Manager Financial Planning & Analysis (FP&A) reporting directly to our Chief Financial Officer you will lead and oversee financial planning and forecasting for the finance function. This includes maintaining and updating the companys 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 companys 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 decisionmaking identifying growth opportunities and mitigating risks.

Note : This role can be worked remotely from anywhere in Canada or the United States. Residents of Toronto or the Greater Toronto Area may be required to work from our downtown Toronto office occasionally.

What Youll Do as a Senior Manager FP&A

• 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 multiyear 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.

What Youll Bring to the Role

• Bachelors 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 toptier professional services organization (e.g. PWC BDO top investment bank Bain BCG McKinsey or Alvarez) preferred.
• 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.

Youll Stand Out If You Bring Experience In

• Subscriberbased businesses SaaS or similar environments in Corporate Finance M&A advisory or financial consulting.
• International financial operations and regulations.

LIRemote #LISR1

Why FreshBooks

At FreshBooks every team member knows their voice is heard and their contributions matter making a difference in the lives of millions of small business owners and accountants worldwide. Grow your career work on projects that excite you and thrive in a supportive and collaborative environment.

• Comprehensive health and wellness benefits. Including a retirement savings program or pension plan matched to your local office stock options for every fulltime employee generous time off parental leave and new parent support annual healthy living credit comprehensive medical and dental benefits fertility and genderaffirming benefits dependent on your region and more.
• Perks that matter. Including a Peer Recognition Program an Employee Assistance Program headphone credit meaningful inperson 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 dont 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 wellbeing.
• 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.

Closing

Even if your experience doesnt meet every bullet on the above lists wed love to learn more about you and why you think FreshBooks is the next step in your career.

FreshBooks is an equalopportunity employer. We do not discriminate based on gender religion race mental disability sexual orientation age or any other status. All applicants are considered based on their qualifications and merits. At FreshBooks we inspire an environment of mutual respect and we believe diversity and inclusion are crucial to our success.

FreshBooks provides employment accommodation during the recruitment process. Should you require any accommodation please indicate this on your application and we will work with you to meet your accessibility needs. For any questions suggestions or required documents regarding accessibility in a different format please contact us by phone atand / or email at

Required Experience :

Senior Manager

Key Skills

Engineering Support,MAC,Hydraulic,General Services,Ado,Health Education

Employment Type : Full Time

Experience : years

Vacancy : 1

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