Director of Strategic Finance

About Forma.ai:

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

Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy.

We’re welcoming equally driven individuals who are excited about creating something big!

DIRECTOR OF STRATEGIC FINANCE
Strategic FP&A, AI Automation, & Executive-Level Storytelling

ABOUT THE ROLE:

We are looking for an exceptional, hands-on Director of Strategic Finance to act as the strategic right-hand lead to our VP of Finance. Operating alongside our Controller (who leads accounting close, statutory compliance, tax, and ERP administration), you will own our forward-looking financial strategy. You will lead our corporate modelling, deploy AI and modern automation workflows across Finance and RevOps, execute on M&A and capital markets transactions, and use generative AI or AI applications to build out high-performance analytics frameworks as the company scales.

WHAT YOU'LL DO (KEY RESPONSIBILITIES):

1. Hands-On Strategic FP&A & Corporate Modeling
• Corporate Financial Architecture: Build and maintain our dynamic 3-statement models, weekly/monthly/quarterly operating plans, revenue forecasting, multi-year operating forecasts, and scenario analyses from the ground up without relying on junior analysts.
• Executive & Board Presentation: Spearhead the quantitative financial narrative, analysis, and materials for Board of Directors meetings, executive quarterly reviews, and investor reporting.
• Corporate Planning: Lead the annual budgeting process by working with the executive team to develop an annual plan with near real-time reporting on plan progress.
• Future Team Foundation: Establish rigorous modeling standards and analytical infrastructure today, with the mandate to hire, mentor, and build out an FP&A and FinOps team over the next 1–2 years.

2. Financial Engineering & AI Workflow Automation
• AI Agent & Workflow Deployment: Identify manual bottlenecks across billing, contract parsing, data extraction, and commercial operations; build and deploy LLM workflows, custom prompts, and automated scripts.
• Data Pipeline & Systems Integration: Architect and optimize data flows connecting CRM (Salesforce/HubSpot), CPQ, Billing, and ERP systems to automate revenue operations and eliminate reconciliation friction.
• Modern Automation Tooling: Use tools like Python, SQL, Zapier/Make, and API integrations to establish self-sustaining, real-time reporting layers.
• AI Analytics & Insights: Leverage AI to drive deeper analysis and insights throughout the organization (i.e. QBR’s, MMR’s, BvA’s)

3. RevOps & Commercial Structuring
• GTM Engine Analytics: Partner with RevOps to track and analyze sales capacity, pipeline velocity, CAC/LTV dynamics, and retention cohorts.
• Deal Structuring & Deal Desk: Serve as the primary strategic finance partner to Sales and RevOps on deal structuring, pricing models, margin analysis, discounting schedules, and commercial contract terms.

4. M&A / Capital Markets Execution & Compensation Modelling
• Transaction & Valuation Execution: Own the operational execution for M&A / capital market transactions, including due diligence financial modelling, virtual data room (VDR) setup, and cap table administration
• Compensation Architecture: Model and maintain corporate compensation bands, incentive structures, and equity option pool dilution economics.

WHO YOU ARE (QUALIFICATIONS):

- 7–10+ years in Strategic Finance, FP&A, BizOps, or Investment Banking / Management Consulting followed by high-growth B2B SaaS operational experience. Strong business acumen with a high intellectual curiosity.
- FP&A Mastery: Spreadsheet wizard with demonstrated mastery of complex revenue modelling, 3-statement modelling, operational modelling, SaaS metrics (ARR, NRR, GRR, CAC payback), and executive-level financial storytelling.
- Engineering & AI Mindset: Practical experience architecting the finance tech stack and working with data, deploying AI/LLM tools, automation platforms (Python, SQL, Zapier/Make), and SaaS toolchains (Salesforce, Stripe/Chargebee, NetSuite) to eliminate manual workflows.
- Commercial Depth: Proven deal desk and commercial contract experience, with a solid grasp of pricing models, billing schedules, and equity compensation economics.
- Autonomy & Drive: High-autonomy builder who thrives with ambiguity and enjoys executing hands-on work from scratch with the leadership aptitude to manage direct reports as the team grows.

WHY THIS ROLE IS DIFFERENT:

You won't be managing month-end reconciliations, audits, tax filings, or HR administration—our Controller leads those domains with excellence. You are joining to be an operational architect and strategic partner: designing intelligent financial infrastructure, building board-level models, and leveraging AI to scale our operational engine.

ADDITIONAL JOB INFO:

• This position is for an existing vacancy
• Salary range: 150-180K

What you can expect from us

Meaningful compensation. In addition to your base salary, you’ll join our employee stock ownership plan to further recognize your contributions to Forma.ai’s success.

Healthcare coverage. We have a full benefits package that includes medical, dental, vision, disability and life insurance, and a paid parental leave program.

Learning and development. Access the resources you want to help you grow in your role by utilizing our $750 yearly training stipend.

Growth. You’ll have a huge opportunity to build a career for yourself and gain the type of experience you’re looking for, whether that’s as an individual contributor or as a people leader.

Our Values:

• Work well, together. We’re real. We have kids and pets. Mortgages and student loans. We’re in this together, so no matter how brilliant any one of us is, we always play nice with one another – no exceptions.
• Be precise. Be relentless. We believe complacency breeds failure, so we set new goals as quickly as we achieve them. We persist in the face of adversity, learn from our mistakes, and push each other to continuously improve. The status-quo is kryptonite.
• Love our tech. Love our customers. Our platform solves a very complex problem in a currently underserved market. While everyone at Forma isn’t customer-facing, we’re all customer-focused. Maybe even slightly customer-obsessed. ­

Use of AI for Recruitment

Currently, Forma.ai does not use artificial intelligence as part of our recruitment process, specifically but not limited to the screening, filtering and shortlisting of applicants.

Our commitment to you:

Forma is a proud equal opportunity employer that is committed to creating a diverse and inclusive work environment. Every effort to accommodate candidates for accessibility will be made upon request. Information received related to accommodations will be addressed confidentially. We know that applying to a new role takes a lot of effort. You're encouraged to apply even if your experience doesn't precisely match the job description. There are many paths to a successful career and we’re looking forward to reading yours.

We thank all candidates for their interest however only qualified applicants will be shortlisted.