---
title: 'Senior Financial Services Manager at FreshBooks'
canonical: 'https://feeny.ai/job/senior-financial-services-manager-freshbooks-canada-ddzt88zwk9nm'
type: 'job'
last_seen: '2026-09-11'
---

# Senior Financial Services Manager at FreshBooks

- **Company:** FreshBooks
- **Location:** Canada
- **Compensation:** $120k–$160k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-07-22
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.gem.com/freshbooks/am9icG9zdDoRbPt_a10504EcZ-KaGuEe

## Job description

## 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

Run the Business — Metrics, Reviews, and Actions

- 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

## About FreshBooks

## Company Overview
- **One-liner**: FreshBooks is a cloud-based accounting software company that simplifies invoicing, expense tracking, and financial management for small businesses and freelancers.
- **Entity Type**: Private (late-stage; $456.9M total funding across 9 rounds)
- **Headquarters**: Toronto, Ontario, Canada
- **Founded**: 2003
- **Founders**: Mike McDerment

## Core Business
- **Primary industry**: Financial technology / Accounting software
- **Target customers**: B2B – freelancers, solopreneurs, small businesses with employees, and accountants
- **Mission**: “To simplify the challenges of running a business for small business owners and accountants alike” [freshbooks.com](https://www.freshbooks.com/about)

## Products & Services
- **[FreshBooks](https://www.freshbooks.com/)**: Cloud-based accounting SaaS offering invoicing, billing and payments, expense tracking, time tracking, payroll processing, financial reporting, and receipt management. Integrates with over 100 third-party apps. [cbinsights.com](https://www.cbinsights.com/company/freshbooks)

## Market Standing
- **Valuation**: Not publicly available
- **Annual Revenue**: ~$120M (estimated) [linkedin.com](https://linkedin.com/company/freshbooks)
- **Employees**: 306 (as of latest data, -9.9% YoY) [linkedin.com](https://linkedin.com/company/freshbooks)
- **User Base**: Over 30 million small businesses have used FreshBooks; active in 160+ countries [freshbooks.com](https://www.freshbooks.com/about)
- **Total Funding**: $456.9M [linkedin.com](https://linkedin.com/company/freshbooks)
- **Global Presence**: Offices in Toronto, Calgary, Hamilton, Kitchener-Waterloo, Halifax (Canada); Mexico City (Mexico); Amsterdam (Netherlands); plus remote employees across 18 countries [freshbooks.com](https://www.freshbooks.com/careers)
- **Key Leadership**: CEO Shaheen Javadizadeh (since 2022) [freshbooks.com](https://www.freshbooks.com/about)

## What It’s Like to Work Here
- **Work Model**: Flexible – fully remote options available, with in-office hubs in Canada, Mexico, and the Netherlands. [freshbooks.com](https://www.freshbooks.com/careers)
- **Culture Values**: Customer-centric, trust, simplicity, collaboration, diversity & inclusion. [freshbooks.com](https://www.freshbooks.com/careers)
- **Perks & Benefits** (vary by location): Flexible paid time off, parental leave top-up, retirement savings matching, health/wellness credit, medical/dental coverage (including fertility and gender-affirming care), learning & development opportunities, employee resource groups (ERGs). [freshbooks.com](https://www.freshbooks.com/careers)
- **Interview Process**: Typically includes a screening call with Talent Acquisition, a hiring manager interview, and a senior leadership conversation for more senior roles. [freshbooks.com](https://www.freshbooks.com/careers)

## Other roles at FreshBooks

- [Senior Marketing Manager, Expansion](https://feeny.ai/job/senior-marketing-manager-expansion-freshbooks-canada-7qf8ta8a3fs6) — Canada
- [Brand Design Lead](https://feeny.ai/job/brand-design-lead-freshbooks-canada-as8hy58k37r4) — Canada