The Role
The Manager of Revenue Planning & Analysis will oversee revenue forecasting, develop revenue models, analyze performance, and collaborate closely with various teams.
Summary Generated by Built In
About the Role
Compensation
About FreshBooks
As the Manager of Revenue Planning & Analysis (RP&A), you will be central to maintaining financial rigor and forecast accuracy by owning the company's end-to-end revenue forecasting and performance reporting. This crucial role involves developing, executing, and maintaining core revenue models, monitoring performance against the plan, and ensuring accuracy and clear structure in all financial outputs. You will be expected to translate operating inputs into reliable forecasts, strengthen reporting discipline, and support planning cycles through close collaboration with Marketing, Sales, Product, and Finance and other teams. This position reports directly to the Director of Revenue Planning & Analysis.
NOTE: This role is hybrid, meaning that the team comes together in our Downtown Toronto office once a week.
What You'll Do
- Own the monthly and quarterly revenue forecast, maintain underlying models, and support annual planning/re-forecasting with structured assumptions.
- Track actual results against the forecast, analyze key drivers of variance, and investigate performance shifts in the P&L.
- Prepare recurring revenue reporting, ensuring accuracy and consistency across dashboards, models, and consolidated financial reporting.
- Partner closely with Accounting to reconcile revenue reporting and validate actuals.
- Collaborate with FP&A to align revenue outlook with cost structure and financial targets.
- Build and maintain scenario models to support planning and investment decisions.
- Monitor core revenue metrics, including growth, expansion, contraction, and churn trends.
- Collaborate with Product to model conversion, retention, pricing, and monetization initiatives and assess expected revenue impact.
- Improve forecast governance, financial controls, documentation standards, and reporting processes.
What You'll Bring
- 4+ years of experience in Corporate FP&A or Strategic Finance, with a specific focus on building complex, multi-variable Revenue Models (including New Biz, Expansion, and Churn).
- Deep mastery of recurring revenue metrics, with a proven ability to analyze and report on NDR (Net Dollar Retention), LTV/CAC, and Gross Margin impact.
- Experience supporting the Revenue portion of the Annual Operating Plan (AOP) and contributing to monthly/quarterly revenue re-forecasts with high accuracy.
- Proven ability to build scalable models in Google Sheets that translate funnel metrics (Leads, Conversion, ARPU) into actionable insights for the ELT and Board.
- Solid understanding of GAAP principles to ensure alignment between the revenue forecast and actual accounting outputs.
- Experience acting as a financial co-pilot to Marketing, Sales, and Product teams to evaluate pricing strategies, monetization initiatives, and ROI on acquisition spend.
- A documented history of improving forecast governance by automating manual data flows and integrating CRM (Salesforce) or billing data into financial models.
You'll Stand Out If You Have
- Bachelor’s degree in Finance or Accounting
- CPA or CFA designation (or active progress toward).
- Familiarity with the Five-Step Revenue Recognition Model (ASC 606/IFRS 15).
- Experience using BI platforms (e.g., Looker, Tableau) and writing SQL queries.
#LI-SR1 #LI-Hybrid
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$100,000 - CA$125,000 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.
Perks and BenefitsWe understand that you'll 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 don't 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.
You've 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, we’ve 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; it’s 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 what’s 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 doesn't meet every bullet on the above lists, we'd 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 1-416-780-2700 and/or email at [email protected].
Top Skills
Google Sheets
Looker
Salesforce
SQL
Tableau
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The Company
What We Do
FreshBooks integrates with over 100 great apps to streamline your business, help you connect with your team and clients, and better understand your business.
