Corporate FP&A Manager at FreshBooks

San Mateo, California, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, Software, SaaSIndustries

Requirements

5+ years of FP&A experience, ideally in a SaaS company
Demonstrated experience using financial systems, ideally with NetSuite and Adaptive Planning
Advanced proficiency in financial modeling and analysis techniques
Expert user of Microsoft Excel and Google Sheets, Power BI experience preferred
Strong drive for data integrity, building processes, and reaching solutions from scratch
Growth mindset with demonstrated ability to learn quickly
Excellent communication and presentation skills, attention to detail, and a sense of urgency

Responsibilities

Manage and coordinate the development of annual and recurring forecasts, focusing on the underlying business drivers and key financial operating metrics to align with long-term objectives
Preparation, consolidation, variance analysis, and communication of deliverables of the monthly close cycle, partnering closely with FP&A and Accounting to ensure accurate forecasts are achieved
Partner with key stakeholders across the organization, including within Finance and Accounting, Investor Relations, and Corporate Development, to provide narrative insights on current and expected future performance
Subject matter expertise across key financial data and customer metrics, with the ability to synthesize inputs and connect insights, and partner cross-functionally to seek out opportunities for process improvement and automation
Build and scale financial models to support business decisions by assessing historical trends, structuring and extracting data, and designing forecast drivers to support models
Support in the production of monthly, quarterly, and annual financial results and deliverables to the executive team, the Board of Directors, and investors
Provide analytical, financial modeling, and decision-making support for ad-hoc and special projects

Skills

FP&A

Financial Planning

Financial Analysis

Forecasting

Reporting

Variance Analysis

Business Partnering

Process Improvement

Financial Modeling

Excel

SQL

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.

Land your dream remote job 3x faster with AI

Try Jobo Free