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