Strategic Financial Planning Lead

1 week ago

Old Toronto, Canada FreshBooks Full time

About FreshBooks

FreshBooks is a leading cloud-based accounting software platform built for small business owners and consistently ranks #1 easiest to use. As a dynamic organization, we operate in clusters across North America and Europe using various working environments - remote, hybrid, and in-office - all based on what's 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. Our team operates with autonomy, ownership, and accountability.

The Opportunity - Senior Manager, FP&A

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 analysis. This role plays a key part in guiding the CFO and senior leadership team in financial decision-making, identifying growth opportunities, and mitigating risks.

This hybrid role requires the team to meet in person in the Downtown Toronto office up to twice per month.

Key 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 analysis.
  • 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.
  • Optimize financial tools and ensure their integration with relevant technologies while staying updated on emerging finance technologies.

What You'll Bring to the Role

  • A 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.
  • Advanced proficiency in Excel and PowerPoint.
  • Experience with data processing and visualization tools (Tableau, Looker, Alteryx).
  • Demonstrated ability to work with executives and team leads to drive a rigorous quarterly financial planning program.
  • Solid financial modeling skills and a deep understanding of core financial statements.

Salary: $120,000 - $150,000 per year, depending on your level of experience and qualifications.

Benefits

We offer a comprehensive compensation package, including:

  • A competitive salary range of $120,000 - $150,000 per year.
  • A retirement savings program or pension plan matched to your local office.
  • Stock options for every full-time employee.
  • Generous time off, parental leave, and new parent support.
  • Annual healthy living credit.
  • Comprehensive medical and dental benefits.
  • Fertility and gender-affirming benefits dependent on your region.

Others

Join our team at FreshBooks and discover a collaborative, inclusive, and diverse work environment that values your contributions. Enjoy a supportive and flexible workplace where everyone can thrive, grow, and make an impact on small business owners and accountants.

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