Corporate Development Deal Lead at FreshBooks

San Mateo, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Software, SaaS, TechnologyIndustries

Requirements

Bachelor's degree in Business, Finance, or a related field
7+ years of experience in corporate development, private equity, venture capital, investment banking, and/or product management roles
Strong SaaS-native background, having worked in a high-growth B2B SaaS company or advised/assessed them deeply
Full-stack dealmaker experience leading deals end-to-end—from sourcing and evaluating targets, to building the business case and deal model, driving due diligence, negotiating terms, and managing post-close handoff to integration teams
Ability to build conviction fast—analytical and resourceful, able to form clear investment theses, quickly identify risks and synergies, and communicate findings succinctly to executive leadership and the board
Bias for action and ownership—proactive self-starter who thrives in a fast-paced environment and can manage multiple projects and deliverables simultaneously
Understanding of how deals create long-term value, thinking beyond close to consider integration, culture fit, customer impact, and long-term ROI
Understanding of software KPIs and how they impact deal thesis and model

Responsibilities

Support the end-to-end transaction process from idea to business case to deal execution and integration
Identify and qualify new ideas and potential targets for Freshworks from internal and external sources
Coordinate a cross-functional deal team within Freshworks and serve as a point of contact to target company management and advisors
Perform extensive financial modeling and valuation analyses
Prepare presentations which will be reviewed with executives and deal committees on a regular basis
Assist in refining playbooks that incorporate prior experiences and industry best practices across all key work streams
Create, track, and maintain a pipeline of transactions across the businesses
Identify and evaluate potential synergies and risks associated with each transaction
Drive inorganic growth strategy by sourcing, evaluating, negotiating, and executing acquisitions and strategic partnerships to enhance AI capabilities, expand EX and CX product offerings, and improve operational efficiency

Skills

Corporate Development

M&A

Deal Sourcing

Due Diligence

Negotiation

Strategic Partnerships

Acquisition Execution

Financial Modeling

AI Strategy

FreshBooks

Cloud-based accounting software for businesses

About FreshBooks

FreshBooks provides cloud-based accounting software aimed at simplifying financial management for small to medium-sized businesses and self-employed professionals. The software allows users to efficiently track expenses, time, and invoices, making it accessible even for those without accounting experience. Users subscribe to the service with various pricing tiers, and they can take advantage of a 30-day money-back guarantee and an 80% discount for the first four months. FreshBooks stands out from competitors by offering a user-friendly interface and mobile accessibility, enabling users to manage their finances on the go. The company's goal is to help business owners and accountants streamline their financial processes, improve organization, and enhance client relationships.

Toronto, CanadaHeadquarters

2003Year Founded

$149.6MTotal Funding

DEBTCompany Stage

Consumer Software, FintechIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

401(k) Company Match

Stock Options

Unlimited Paid Time Off

Parental Leave

Home Office Stipend

Professional Development Budget

Risks

Increased competition from market leaders may impact FreshBooks' market share.

Dependency on Stripe's technology could pose risks if Stripe faces issues.

Economic downturns may threaten FreshBooks' subscription-based revenue model.

Differentiation

FreshBooks offers a user-friendly platform for non-accountants, simplifying financial management.

The company provides mobile-friendly solutions, catering to the rise of remote work.

FreshBooks' integration with Shopify enhances e-commerce capabilities for online businesses.

Upsides

FreshBooks' subscription model aligns with industry trends, boosting customer acquisition and retention.

The expansion of Stripe Connect features enhances FreshBooks Payments, improving payment processing.

AI-driven financial analytics tools can provide predictive insights, enhancing decision-making.

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