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FreshBooksPosted 1 month ago

Senior Financial Services Manager

$120,000–$120,000 year

RemoteCanada

Full TimeSenior LevelSmall

Job Summary

Build, monitor, and manage key business metrics and KPI reports in collaboration with Finance, FP&A, and Data teams to drive revenue, margin, and in-year P&L impact. Own the rhythm of business through weekly/monthly performance reviews, financial health reporting, and translating insights into actionable recommendations. Lead cross-functional projects for growth, margin expansion, or operational scalability, while challenging decisions that limit business impact. Partner with leaders in Product, Marketing, Finance, Operations, Sales, and Support to influence decisions through data-informed insights and persuasive storytelling. Evaluate and approve offers for strategic customers, refine budgets and forecasts, and manage contract negotiations with embedded finance partners. Track market trends, model financial outcomes, and balance customer growth with financial discipline and risk exposure.

Required Qualifications

  • 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

Desired Qualifications

  • MBA or equivalent experience preferred

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