Financial Analyst, FreshBooks

• Bachelor’s degree in business, accounting, economics, mathematics, engineering, or a related field
• 1-2 years of experience as an analyst in business, revenue operations, or marketing
• Advanced Excel or Google Sheets skills for financial modeling and forecasting
• Strong analytical and problem-solving skills with the ability to manage multiple projects and meet deadlines
• Understanding of data modeling and data warehouse principles
• Proactive approach to automation and process improvement
• Strong written and verbal communication skills, with the ability to simplify complex ideas

Desirable

• Financial Analyst, Marketing Planning & Analysis, you will support FreshBooks’ Marketing leaders by providing financial analysis and forecasts that drive strategic decision-making. You will assess campaigns and projects to identify the most impactful opportunities for growth
• Reporting to the Director, Planning & Analysis, you will deliver data-driven insights that help business leaders make informed decisions. Your work will directly influence key initiatives and shape the company’s direction
• Prepare monthly, quarterly, and annual business forecasts
• Analyze actual vs. forecasted results, identify key variances, and assess future impact
• Build, automate, and maintain reports on key metrics like LTV, ARPU, CAC, payback, funnel analysis and marketing attribution
• Evaluate marketing performance data to measure campaign effectiveness and recommend optimizations
• Provide weekly media spend reports with insights on key variances
• Collaborate with FP&A and cross-functional teams to identify opportunities and improve campaigns
• Support marketing initiatives by analyzing channel performance and financial results
• Provide coordination and support for other marketing activities and initiatives as required