Financial Analyst, Marketing Planning & Analysis

About FreshBooks

FreshBooks is a leading cloud-based SaaS accounting software platform built for small business owners and consistently ranks #1 easiest to use. With an emphasis on keeping things simple and stress-free wherever possible, FreshBooks makes the hard parts of running a business a little bit easier. With FreshBooks, our customers can get paid faster and spend less time on admin and paperwork, so they can focus on what they do best—growing their businesses.

At FreshBooks, 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 small business owners and accountants.

The Opportunity - Financial Analyst, Marketing Planning & Analysis

As a Financial Analyst, Marketing Planning & Analysis, you will support FreshBooks’ Marketing leaders by providing financial analysis and forecasts that drive strategic decision-making. You will assess campaigns and projects to identify the most impactful opportunities for growth. Reporting to the Director, Planning & Analysis, you will deliver data-driven insights that help business leaders make informed decisions. Your work will directly influence key initiatives and shape the company’s direction.

Note: This role is hybrid, meaning that the team comes together in our downtown Toronto office twice per month. The majority of the time you will work from home.

What You'll Do as a Financial Analyst, Marketing Planning & Analysis

• Prepare monthly, quarterly, and annual business forecasts.
• Analyze actual vs. forecasted results, identify key variances, and assess future impact.
• Build, automate, and maintain reports on key metrics like LTV, ARPU, CAC, payback, funnel analysis and marketing attribution.
• Evaluate marketing performance data to measure campaign effectiveness and recommend optimizations.
• Provide weekly media spend reports with insights on key variances.
• Collaborate with FP&A and cross-functional teams to identify opportunities and improve campaigns.
• Support marketing initiatives by analyzing channel performance and financial results.
• Provide coordination and support for other marketing activities and initiatives as required.

What You'll Bring to the Role

• Bachelor’s degree in business, accounting, economics, mathematics, engineering, or a related field.
• 1-2 years of experience as an analyst in business, revenue operations, or marketing.
• Advanced Excel or Google Sheets skills for financial modeling and forecasting.
• Strong analytical and problem-solving skills with the ability to manage multiple projects and meet deadlines.
• Understanding of data modeling and data warehouse principles.
• Proactive approach to automation and process improvement.
• Strong written and verbal communication skills, with the ability to simplify complex ideas.

You'll Stand Out If You Bring Experience In

• Experience with Looker, MySQL query, Google Analytics
• Experience working  in SaaS revenue model

Why FreshBooks?

At FreshBooks, every team member knows their voice is heard and their contributions matter, making a difference in the lives of millions of small business owners and accountants worldwide. Grow your career, work on projects that excite you, and thrive in a supportive and collaborative environment.

Perks & Benefits

• 🩺 Comprehensive health and wellness benefits. Including a retirement savings program or pension plan matched to your local office, stock options for every full-time employee, generous time off, 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. We are committed to creating supportive and flexible environments to support the best interests of the team, collaboration, and mental well-being.
• 🤗 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.

Closing

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 accessibility@freshbooks.com.