Lead day-to-day execution of the Financial Services line, operationalize strategy, manage KPIs and in-year P&L, run performance reviews, lead cross-functional initiatives (pricing, promotions, cost efficiency), influence product/marketing/finance decisions, support budgeting and partner negotiations, and deliver executive presentations to drive revenue, margin, and operational scalability.
About the Role
The Senior Financial Services Manager is a key leadership role within the Financial Services Line of Business, reporting directly to the General Manager, Financial Services and Payments. This leader drives day-to-day execution, operationalizes the line of business’ long-term strategy, ensures cross-functional accountability, and delivers in-year P&L impact.
This role partners deeply across Product, Marketing, Finance, Operations, Sales, and Support to ensure business outcomes remain at the center of decision-making. The Senior Manager will work with cross-functional teams to deliver measurable results, and intervene when course corrections are needed. WIll assist with building and evolving the strategy, and ensure the right trade-offs are made between customer experience, operational feasibility, risk balance, and financial performance.
The ideal candidate is an analytically strong, commercially minded operator and a clear, confident communicator. They connect insights to action, influence decisions across teams, and drive tangible business results.
What You'll Do
- Build, monitor, and manage key business metrics and ongoing KPI reports in collaboration with Finance, FP&A, and Data teams.
- Own the rhythm of business: weekly/monthly performance reviews, KPI tracking, and financial health reporting.
- Translate insights into clear, actionable recommendations to drive revenue, margin, revenue improvement and in-year P&L impact.
- Ensure alignment and accountability across functions to meet P&L objectives.
- Prepare and deliver executive-level presentations and communications that summarize performance insights, business recommendations, and progress toward key objectives.
Execute Special Business Initiatives
- Lead cross-functional projects that drive growth, margin expansion, or operational scalability. Example projects include pricing optimization, promotional strategy, or cost efficiency work.
- Challenge or adjust decisions that could limit business impact (e.g., default configurations, pricing changes, or rollout plans).
Partner and Influence Across the Organization
- Serve as a trusted business partner to leaders in Product, Marketing, Finance, Operations, Sales, and Support in discussions and decisions related to Financial Services.
- Influence decisions through strong business judgment, data-informed insights, and persuasive storytelling.
- Represent the Financial Services business in operational and strategic forums, ensuring commercial implications are considered in every decision.
Own High-Value Customer and Commercial Decisions
- Partner with Sales, Marketing, and Finance to evaluate and approve offers or discounts for strategic customers.
- Recommend pricing or promotional strategies within guardrails, escalating significant exceptions to the GM.
- Balance customer growth opportunities with financial discipline and potential risk exposure.
- Work with GM to refine quarterly and annual budgets and forecasts.
- Work with BD Team to manage strategic partners to deliver financial services offerings supporting as needed in partner management.
- Collaborate with internal and external legal teams on contract negotiations, renewals, and agreements to achieve revenue goals with embedded finance partners, while balancing potential risks and supporting the long-term success of strategic objectives.
Monitor Market, Competition, and Industry Trends
- Track developments in the Financial Services and fintech ecosystem, identifying competitive threats and emerging opportunities.
- Anticipate trends that could influence near-term business performance or future product strategy.
Support Financial and Strategic Planning
- Partner with Product, Marketing, FP&A, and Data to develop business cases for new initiatives, pricing adjustments, and partnerships.
- Model financial outcomes, evaluate ROI, and monitor post-launch performance to ensure accountability to P&L goals.
Other duties as may be assigned.
What You'll Bring
- 8+ years of experience in Financial Services, fintech, or SaaS business management roles.
- Proven experience managing or influencing a P&L, with strong financial and analytical acumen.
- Deep understanding of Financial Services economics (pricing, attach rates, cost optimization, and margin management).
- Experience leading or influencing cross-functional teams across Product, Marketing, Finance, Operations, Sales, and Support.
- Strong communicator and influencer, with excellent executive presentation skills and the ability to drive alignment across stakeholders without direct authority.
- Comfortable operating both strategically and tactically; thrives in dynamic, fast-paced environments.
- Highly organized, detail-oriented, and results-driven, with a bias for execution.
- Bachelor’s degree in Business, Finance, Economics, or related field.
You'll Stand Out If You Have
MBA or equivalent experience preferred
#LI-SR1 #LI-REMOTE
At FreshBooks, we approach each individual's compensation with a promise of fair market value and internal equity commensurate with experience and specific skill set.
The total compensation for this role ranges from CA$120,000 - CA$160,000 per year, which may include participation in our incentive programs. Additionally, this position offers an equity grant and immediate enrollment in FreshBooks' comprehensive benefits program, detailed below.
NOTE: This posting is reflective of an existing vacancy at FreshBooks.
Perks and BenefitsWe understand that you'll weigh many factors when deciding if FreshBooks is the right next step in your career. Here are some of our offerings for our employees (we call ourselves ✨ FreshBookers✨) to support their growth:
- 🩺 Comprehensive health and wellness benefits. Generous time off including a flexible vacation plan, a retirement savings program or pension plan matched to your local office, stock options for every full-time employee, parental leave and new parent support, annual healthy living credit, comprehensive medical and dental benefits, fertility and gender-affirming benefits dependent on your region, and more.
- 📚 Perks that matter. Including a Peer Recognition Program, an Employee Assistance Program, headphone credit, meaningful in-person gatherings to bring onsite and remote employees together, and more perks matched to your local cluster.
- 🌱 Working environments to help you thrive. Beautiful office spaces welcome you in Toronto, Amsterdam, and San Luis Potosi. If you don't have access to a FreshBooks office, you receive a home office credit to set up your home office.
- 🤗 Supportive peer group, mentors, and leaders. We care about each other across the organization and have programs to support this so everyone feels a strong sense of belonging, and believes in collective impact.
- 🚀 Accelerated growth. Comprehensive company onboarding, career development through continuous coaching, training, and learning on the job.
You've probably learned a bit about FreshBooks before making it to this point, but let us take a moment to introduce ourselves: At FreshBooks, we believe that small business owners are the backbone of the economy, yet they are often the most underserved when it comes to technology. For over 20 years, we’ve been on a mission to support owners, from the scrappy solopreneur with a big dream to the growing business with employees to manage.
Our leading platform is more than just business software; it’s an all-in-one financial toolkit that automates invoicing, expenses, payments and payroll, allowing our customers to spend less time on paperwork and more time doing the work they love.
We believe in human-centric connections that empower teams to do their best work. Headquartered in Toronto, Canada, our team operates in clusters across North America and Europe using a variety of working environments - remote, hybrid, and in-office - all based on what’s best for the team, collaboration, and mental well-being. We are committed to creating a supportive and flexible workplace where everyone can thrive, grow, and make an impact on the lives of small business owners worldwide.
Even if your experience doesn't meet every bullet on the above lists, we'd love to learn more about you and why you think FreshBooks is the next step in your career. FreshBooks is an equal-opportunity employer. We do not discriminate based on gender, religion, race, mental disability, sexual orientation, age, or any other status. All applicants are considered based on their qualifications and merits. At FreshBooks, we inspire an environment of mutual respect and we believe diversity and inclusion are crucial to our success. FreshBooks provides employment accommodation during the recruitment process. Should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us by phone at 1-416-780-2700 and/or email at [email protected].
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