---
title: 'Director of Strategic Finance at Forma.ai'
canonical: 'https://feeny.ai/job/director-of-strategic-finance-forma-ai-toronto-s9c0xf4tmrs0'
type: 'job'
last_seen: '2026-10-12'
---

# Director of Strategic Finance at Forma.ai

- **Company:** Forma.ai
- **Location:** Toronto, Canada
- **Posted:** 2026-10-05
- **Last confirmed live:** 2026-10-12
- **Apply:** https://job-boards.greenhouse.io/formaaiinc/jobs/4740458005

## Job description

About Forma.ai:

[Forma.ai](https://www.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.

1. 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)

1. 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.

1. 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](http://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.

## About Forma.ai

## Company Overview
- **One-liner**: Forma.ai provides an AI-powered enterprise sales compensation and performance management platform that helps organizations design, administer, and optimize incentive plans.
- **Entity Type**: Private (Series B, $45M raised in 2022)
- **Headquarters**: Toronto, Ontario, Canada
- **Founded**: 2016
- **Founders**: Nabeil Alazzam

## Core Business
- **Primary industry**: Sales Performance Management (SPM) / Sales Compensation Software
- **Target customers**: B2B enterprise sales organizations (Fortune 500 and high-growth companies)
- **Mission**: Reinvent the cumbersome, chaotic, and inefficient world of sales compensation by using AI and data science to optimize every dollar spent on sales incentives.

## Products & Services
- **Forma.ai Platform**: A unified sales performance operating system that integrates territory planning, quota setting, incentive compensation, and analytics in a single data platform. Uses AI to automate plan configuration and logic.
- **Prophet**: An integrated sales planning advisory service combining Forma.ai data scientists and strategy consultants with advanced sales analytics to deliver optimized territories, quotas, and incentive strategies.
- **Forma Architect**: A module that brings together data from virtually any source to create a single source of truth for SPM, enabling machine learning models and advanced analytics.
- **Modeling Engine**: Allows users to test and financially model compensation changes directly in the platform and deploy them instantly.
- **600+ Pre-built Integrations**: Connects with CRM, HRIS, and other GTM data sources.

## Market Standing
- **Valuation/Total Funding**: $58M total raised (Seed $3M, Series A $10M, Series B $45M led by ACME Capital in 2022)
- **Key Metric**: Over $25 billion in commissions processed through the platform (as of 2022); 400% YoY growth leading up to Series B
- **Notable Investors/Partners**: ACME Capital, Crosslink Capital, Gaingels, Golden Ventures, Uncork Capital, Xfund
- **Growth Signals**:
  - Named a **G2 High Performer 2025/2026** and **Forrester Customer Favorite 2025**
  - Recognized on **Deloitte Fast 50 Canada 2024** and **Deloitte Fast 500 North America 2025**
  - Global expansion with offices in Toronto, Pune (India), and remote presence across North America
  - 145 total employees (as of Built In profile) with 22 open positions across engineering, customer operations, sales, and marketing

## Competitive Advantages
- **AI-native platform**: Unlike competitors that offer only configuration tools, Forma.ai uses AI to automate plan design and logic, reducing the need for technical expertise.
- **Unified data model**: Combines territory, quota, and incentive planning in a single source of truth, enabling rapid, data-driven decisions.
- **Machine learning optimization**: Deploys ML models to improve forecasts, optimize sales coverage, and design winning comp plans.
- **Customer obsession**: Acts as both adviser and operational partner, with a focus on trust and long-term relationships.

## Strategic Focus
- Continue scaling the AI-powered platform to handle enterprise complexity and global deployments.
- Expand global presence (offices in Toronto, Pune, and remote US/Canada) to support 24-hour customer support.
- Deepen machine learning capabilities to optimize every aspect of sales compensation design and administration.
- Grow customer base beyond current Fortune 500 clients.

## Why Work Here
- **Culture**: Described as a "different kind of software company" with a focus on expertise, diverse perspectives, and customer-centricity. Team celebrates wins together.
- **Flexible Working**: North American employees can work from home, the Toronto HQ, or a combination. Some roles are in-office (Toronto, Pune) or fully remote.
- **Benefits**:
  - Above-industry-average compensation with employee equity plan
  - Unlimited vacation with a required minimum of three weeks
  - Yearly training stipend for personal and professional growth
  - Comprehensive healthcare (medical, dental, vision, life insurance) and paid parental leave
- **Growth Opportunity**: Rapid growth (400% YoY) and novel approach provide unique experience; employees join at an early stage of a company disrupting a massive market (trillions in sales incentives).
- **Engineering Culture**: Senior and staff engineering roles in backend, frontend, and data platform; focus on building a complex, integrated product.

## Sources
1. [forma.ai](https://www.forma.ai/) – Main product and platform details
2. [forma.ai/about](https://www.forma.ai/about) – Company history, funding, milestones
3. [job-boards.greenhouse.io/formaaiinc](http://job-boards.greenhouse.io/formaaiinc) – Current open positions and locations
4. [builtin.com/company/formaai](https://builtin.com/company/formaai) – Office locations, employee count, culture overview

## Other roles at Forma.ai

- [Staff Back End Engineer (Applications)](https://feeny.ai/job/staff-back-end-engineer-applications-forma-ai-toronto-5xteq6x2efaa) — Toronto, Canada
- [Sales Development Representative](https://feeny.ai/job/sales-development-representative-forma-ai-toronto-rd4wshw51dqc) — Toronto, Canada
- [Business Development Representative](https://feeny.ai/job/business-development-representative-forma-ai-toronto-e7hbwy55fvb7) — Toronto, Canada
- [Principal Consultant, Sales Effectiveness](https://feeny.ai/job/principal-consultant-sales-effectiveness-forma-ai-canada-or-stqsyx3tsn0f) — Canada OR, United States
- [Staff Security Engineer](https://feeny.ai/job/staff-security-engineer-forma-ai-toronto-bm9xygwvewd3) — Toronto, Canada
- [Senior Back End Engineer (Data Platform)](https://feeny.ai/job/senior-back-end-engineer-data-platform-forma-ai-toronto-5bppyxceq3tx) — Toronto, Canada
- [Senior Software Engineer (Applications)](https://feeny.ai/job/senior-software-engineer-applications-forma-ai-toronto-1zrgb5y0qz9n) — Toronto, Canada
- [Senior Frontend Engineer](https://feeny.ai/job/senior-frontend-engineer-forma-ai-toronto-x20yyyhdngg1) — Toronto, Canada
- [Implementation Analyst](https://feeny.ai/job/implementation-analyst-forma-ai-toronto-c7h6qw5cj1m0) — Toronto, Canada
- [Senior Product Manager- ICM Operations](https://feeny.ai/job/senior-product-manager-icm-operations-forma-ai-toronto-zb0e4q8ag6cj) — Toronto, Canada