Director of Strategic Finance

Toronto, Canada. Posted a month ago

The role

You will act as the strategic right-hand lead to the VP of Finance, owning forward-looking financial strategy. You will lead corporate modeling, deploy AI and automation workflows, and execute M&A and capital markets transactions.

What you will do

Build and maintain dynamic 3-statement models and operating plans
Spearhead quantitative financial narrative and materials for Board and executive reviews
Lead the annual budgeting process
Build and deploy LLM workflows, custom prompts, and automated scripts
Architect and optimize data flows connecting CRM, CPQ, Billing, and ERP systems
Use Python, SQL, Zapier/Make, and API integrations for real-time reporting
Partner with RevOps to analyze sales capacity, pipeline velocity, and retention cohorts
Serve as strategic finance partner for deal structuring, pricing, and margin analysis
Own operational execution for M&A and capital market transactions
Model and maintain corporate compensation bands and equity option pool dilution

Required qualifications

7–10+ years in Strategic Finance, FP&A, BizOps, or Investment Banking / Management Consulting
High-growth B2B SaaS operational experience
Mastery of complex revenue modelling, 3-statement modelling, and operational modelling
Knowledge of SaaS metrics (ARR, NRR, GRR, CAC payback)
Experience architecting finance tech stack and deploying AI/LLM tools
Experience with automation platforms (Python, SQL, Zapier/Make)
Experience with SaaS toolchains (Salesforce, Stripe/Chargebee, NetSuite)
Experience with deal desk and commercial contract pricing models and billing schedules
Experience with equity compensation economics

Benefits

Employee stock ownership plan
Medical coverage
Dental coverage
Vision coverage
Disability insurance
Life insurance
Paid parental leave program
$750 yearly training stipend

Before you apply

Only qualified applicants will be shortlisted

About the company

Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. They handle billions in annual managed commissions for market leaders.