[Hiring] Senior Strategy Analyst @FreshBooks

Role Description

We’re looking for a strategic Senior Strategy Analyst who will support our Strategic Initiatives portfolio. This role will partner cross-functionally to build the frameworks, models, and policies that guide operational decisions. You will apply a complete understanding of analytical principles to assess performance, identify trends, and resolve complex issues in creative ways. Working independently, you will act as a key collaborator across Product, Engineering, and Operations to ensure our strategic projects are measurable and aligned with departmental goals, enterprise-level decisions, and support long-term business resilience.

What You'll Do

• Leadership of Strategic Programs / Projects
  • Provide independent leadership of strategic projects/programs that contribute towards the development and refinement of FreshBooks’ enterprise-level strategy across domains.
  • Provide leadership and ownership of "Special Projects" that don't have a natural home.
  • Translate business goals into actionable frameworks and partner with Product, Engineering, and Operations teams to operationalize them.
  • Identify and diagnose areas of cross-functional friction. Use evaluation and judgment to recommend solutions and support execution to improve organizational flow.
  • Act as a connective tissue, ensuring that we understand the impact, recommend solutions, and help execute when required.
  • Serve as a subject matter expert, providing professional advice to stakeholders related to modelling and forecasting that inform executive decision-making and shape future company objectives.
• Analytics and Insights
  • Build and manage sophisticated models to assess and analyze performance and new opportunities using internal and third-party data. Assess unusual patterns and use data to identify root causes.
  • Lead the development of dashboards and KPIs to monitor portfolio performance and margin. Devise solutions for data visualization based on limited information or precedent.
  • Present findings and recommendations to senior leadership with clarity and influence, translating complex datasets into visual narratives accessible to non-technical audiences, enabling the business to select the right course of action.
  • Partner with Data teams to ensure data accuracy, integrity, and pipeline reliability underpinning reporting and models.
• Forecasting and Reporting
  • Build forward-looking models to estimate expected losses, stress-test performance. Use interpretation to guide departmental strategy based on these results.
  • Own the delivery of monthly reporting for senior leadership and cross-functional stakeholders.
• Execution and Optimization
  • Support the implementation and refinement of decisioning systems.
  • Move beyond individual project management to contribute toward the methodology of change at FreshBooks. Establish the governance and KPIs that ensure transformation is sustainable and measurable.
  • Collaborate with Data Teams to validate and calibrate operational models, including scorecards.
  • Proactively identify opportunities and risks and recommend mitigations.
• Other duties as may be assigned.

Qualifications

• 4+ years of experience in analytics or strategy in a fintech, payments, lending, or financial services company.
• Strong understanding of financial and operational drivers in a SaaS or fintech business, and how decisions impact profitability and long-term growth.
• Proven track record of influencing executive-level strategy and driving initiatives that have a measurable impact on company performance.
• Experience leading transformation initiatives, including the introduction of new policies, tools, or systems at scale.
• Aptitude and curiosity for AI, leveraging groundbreaking technology and methods to achieve financial outcomes.
• Strong SQL skills and general technical aptitude / ability to think of creative tech-powered solutions to solving challenges.
• Demonstrated expertise in designing and implementing frameworks that balance growth, compliance, and customer experience.
• Proven ability to lead cross-functional, greenfield projects of diverse scope.
• A passion for building systems that scale and make life better for small businesses.
• Proficiency in data visualization and BI tools (e.g., Looker, Tableau, Mode, Python, or equivalent).
• Experience translating complex datasets into clear visual narratives.
• Ability to build productive working relationships to resolve problems and conflicts.
• Ability to resolve a wide range of issues in creative ways and suggests variations in analytical approach to get better results.

You'll Stand Out If You Have

• Experience with third-party data and decisioning platforms (e.g., Plaid, Stripe, etc.).