Senior Financial Services Manager

Canada·Austin,Vancouver,Toronto+5 moreRemotefull-timesenior

OtherFinancial Services

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Quick Summary

Key Responsibilities

weekly/monthly performance reviews, KPI tracking, and financial health reporting. Translate insights into clear, actionable recommendations to drive revenue, margin,

Technical Tools

OtherFinancial Services

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.

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).

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.

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.

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.

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

What We Offer

~1 min read

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.