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)