SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Salary: CAD 150,000 - 180,000 / annual
Forma.ai is a Series B startup revolutionizing sales compensation design and management, handling billions in annual managed commissions for enterprise clients like Edmentum, Stryker, and Autodesk.
You will serve as the strategic right-hand to the VP of Finance, operating independently from the Controller (who manages accounting close, compliance, tax, and ERP administration). Your mandate is to architect forward-looking financial strategy, deploy AI automation across finance and revenue operations, and build scalable financial infrastructure as the company scales.
KEY RESPONSIBILITIES:
1. Hands-On Strategic FP&A & Corporate Modeling
- Build and maintain dynamic 3-statement models, weekly/monthly/quarterly operating plans, revenue forecasting, multi-year operating forecasts, and scenario analyses from the ground up
- Spearhead quantitative financial narratives, analysis, and materials for Board meetings, executive quarterly reviews, and investor reporting
- Lead annual budgeting process with the executive team and establish near real-time plan progress reporting
- Establish rigorous modeling standards and analytical infrastructure, with mandate to hire and mentor an FP&A and FinOps team over 1–2 years
2. Financial Engineering & AI Workflow Automation
- Identify manual bottlenecks across billing, contract parsing, data extraction, and commercial operations; build and deploy LLM workflows, custom prompts, and automated scripts
- Architect and optimize data flows connecting CRM (Salesforce/HubSpot), CPQ, Billing, and ERP systems to automate revenue operations
- Use Python, SQL, Zapier/Make, and API integrations to establish self-sustaining, real-time reporting layers
- Leverage AI to drive deeper analysis and insights (QBRs, MMRs, BvAs)
3. RevOps & Commercial Structuring
- Partner with RevOps to track and analyze sales capacity, pipeline velocity, CAC/LTV dynamics, and retention cohorts
- Serve as 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 Modeling
- Own operational execution for M&A and capital market transactions, including due diligence financial modeling, VDR setup, and cap table administration
- Model and maintain corporate compensation bands, incentive structures, and equity option pool dilution economics
QUALIFICATIONS:
- 7–10+ years in Strategic Finance, FP&A, BizOps, Investment Banking, or Management Consulting followed by high-growth B2B SaaS operational experience
- FP&A Mastery: Demonstrated expertise with complex revenue modeling, 3-statement modeling, operational modeling, SaaS metrics (ARR, NRR, GRR, CAC payback), and executive-level financial storytelling
- Engineering & AI Mindset: Practical experience architecting finance tech stacks, working with data, deploying AI/LLM tools, automation platforms (Python, SQL, Zapier/Make), and SaaS toolchains (Salesforce, Stripe/Chargebee, NetSuite)
- Commercial Depth: Proven deal desk and commercial contract experience with solid grasp of pricing models, billing schedules, and equity compensation economics
- Autonomy & Drive: High-autonomy builder who thrives with ambiguity, executes hands-on work from scratch, and has leadership aptitude to manage direct reports as team grows
