Financial Planning & Analysis Manager

Role: Revenue Planning & Analysis Manager

Duration: Permanent Full Time

Working Model: Hybrid

Location: Toronto, ON

Salary: $100,000-$130,000 + Discretionary Bonus + flexible vacation + Benefits & RRSP

Reporting into: Director, Planning & Analysis

Your New Company

Our client, FreshBooks, is a leading Toronto-based SaaS company dedicated to supporting small business owners through an all-in-one financial management platform. With over 20 years of industry experience, FreshBooks continues to innovate by delivering tools that simplify invoicing, payments, expenses, and payroll. The organization fosters a collaborative, flexible, and people-first culture, offering hybrid work, strong leadership support, and meaningful career growth opportunities.

Your New Role

As the Manager, Revenue Planning & Analysis, you will play a critical role in driving financial accuracy and rigor across revenue forecasting and performance reporting. You will own the end-to-end revenue forecast, including monthly, quarterly, and annual planning cycles, and translate operational inputs into structured financial models.

You will analyze variances across the P&L, monitor key SaaS metrics such as growth, churn, and expansion, and deliver actionable insights to senior leadership. Partnering closely with Sales, Marketing, Product, Accounting, and FP&A teams, you will act as a financial co-pilot, influencing pricing strategies, monetization initiatives, and investment decisions. You will also enhance reporting processes, governance, and automation to improve data quality and forecasting reliability.

What You’ll Need to Succeed

To be successful in this role, you will bring:

• 4+ years of experience in FP&A or Strategic Finance, with a strong focus on revenue modelling
• Proven expertise building complex, multi-variable revenue models (new business, expansion, churn)
• Deep understanding of SaaS metrics such as NDR, LTV/CAC, and gross margin
• Experience supporting AOP, forecasting, and re-forecasting cycles
• Strong financial modelling skills using Google Sheets or Excel, translating funnel data into insights
• Knowledge of GAAP and revenue recognition principles (ASC 606 / IFRS 15 preferred)
• Ability to partner cross-functionally with Sales, Marketing, and Product teams
• Experience improving processes through automation and data integration (e.g., Salesforce, BI tools)
• A CPA or CFA (or progress toward one), along with exposure to SQL or BI platforms such as Looker or Tableau are nice to have.

What You’ll Get in Return

In return, you will receive:

• A competitive salary ranging from
  $100,000 to $130,000, plus bonus incentives and equity
• Comprehensive health, dental, and wellness benefits
• Flexible vacation and hybrid working model
• Retirement savings program and stock options
• Professional development, training, and career growth opportunities
• A collaborative, inclusive, and high-performing work environment with strong leadership support

What You Need to Do Now

If you're interested in this role, click
“apply now”
or send your updated resume to discuss this opportunity further. If this position isn’t quite right for you, but you’re looking for a new role in finance, please feel free to reach out for a confidential career discussion.

AI may be used in the screening process for this role.