Senior Financial Services Manager

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 Youll 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 Youll 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.
• Bachelors degree in Business Finance Economics or related field.

Youll Stand Out If You Have
MBA or equivalent experience preferred
#LI-SR1 #LI-REMOTE

Perks and Benefits

We understand that youll 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 dont 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.

About FreshBooks

Youve 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 weve 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; its 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 whats 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 doesnt meet every bullet on the above lists wed 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- and/or email at

Required Experience:

Manager

Employment Type : Full-Time
Experience: years
Vacancy: 1