Senior Manager, FP&A

The Senior Manager, FP&A at FreshBooks holds key responsibilities such as leading the financial planning and analysis processes, maintaining the company’s forecast model, and managing the budgeting feature within the accounting software. This position plays a critical role in ensuring efficient participation in planning processes and supports the CFO in decision-making and strategy development.

Candidates applying for the Senior Manager, FP&A role at FreshBooks should possess a Bachelor's degree in business, finance, or accounting, along with at least 5 years of experience in financial planning and analysis, including 2+ years in leadership. Preferred qualifications include experience at top-tier professional services organizations and proficiency in financial modeling and the use of data processing tools.

At FreshBooks, professional growth is a priority. The Senior Manager, FP&A will benefit from comprehensive onboarding and continuous career development through coaching and training. The collaborative environment encourages personal and professional development, allowing team members to work on exciting projects while building meaningful connections.

FreshBooks offers a flexible work environment that supports both remote and in-office work. The culture is focused on collaboration and mental well-being, ensuring that team members can thrive in a setting that respects their work-life balance. Those in the Greater Toronto Area may occasionally work from the downtown office.

FreshBooks provides a comprehensive benefits package for the Senior Manager, FP&A. This includes health and wellness benefits, a retirement savings plan, stock options, generous time off, and parental leave. Additional perks include a peer recognition program and support for professional development, ensuring that employees feel valued and supported.

In your response, highlight specific projects where you developed and utilized financial models to drive business decisions. Emphasize your familiarity with tools like Excel, SQL, or Tableau that you've used in previous roles.

Discuss your strategies for effective time management and prioritization. Mention how you've successfully collaborated with teams to streamline the forecasting processes, ensuring timely delivery of budget reports.

Share how you maintain attention to detail and review processes. Discuss tools or techniques you utilize to cross-check data and the importance of collaboration with other departments to gather accurate information.

Explain your approach to analyzing historical data and market trends to identify crucial drivers. Include examples of how you've previously focused financial models on these impactful factors.

Illustrate the importance of building relationships with senior leadership and team leads to foster effective communication. Offer examples of successful collaborative efforts that resulted in improved financial planning outcomes.

Discuss your leadership style, emphasizing the importance of empowerment, open communication, and constructive feedback. Describe how you motivate your team to contribute actively to financial planning.

Identify a specific challenge relevant to financial planning and analysis, and explain the steps you took to overcome it. Focus on the learning experiences gained and how they have informed your current practices.

Detail a specific experience where you streamlined a financial model to enhance understanding and usability. Highlight feedback from stakeholders and how the simplification led to informed decision-making.

Discuss your awareness of emerging finance technologies and how you've integrated them into your work processes. Explain how technology can enhance efficiency and accuracy in financial analysis.

Reflect on FreshBooks' mission and values and how your experience and beliefs align with them. Emphasize your passion for supporting small businesses and your collaboration-focused approach in the finance world.