Director of Finance shaping planning, forecasting, investment decisions, and systems for Spellbook’s AI copilot for transactional lawyers. Partnering with executives to guide growth and capital allocation.
Responsibilities
Build investment cases for strategic bets, new segments, market entry, GTM investments, and product investments
Lead post-investment reviews comparing expected and realized returns
Own frameworks for allocating spend and headcount across GTM, R&D, and G&A
Establish mechanisms and decision criteria for reallocating resources as priorities change
Own annual planning, quarterly forecasting, and rolling outlook processes
Establish forecast inputs, owners, timelines, and accountability for forecast accuracy
Make unit economics understandable to non-finance leaders, including gross margin, model/inference costs, cost-to-serve, CAC payback, customer profitability, and NRR/GRR
Partner with GTM and Product on pricing and packaging, including usage-based components
Model alternatives, stress-test downside scenarios, and establish economic guardrails
Shape the finance systems roadmap across CRM, billing, ERP, expense, and reporting
Set systems priorities, define requirements, and drive implementation with RevOps, Data, and external partners
Ensure data integrity and reporting accuracy
Partner with the VP of Finance and executive team on board and investor materials
Translate company performance, forecast changes, and strategic decisions into a clear financial narrative
Build the capabilities, processes, and operating cadence for a high-performing strategic finance function
Develop the team and establish ownership across planning, forecasting, analytics, and business partnering
Requirements
8+ years across FP&A, strategic finance, or business finance in software
Experience at a growth-stage company where the process did not exist yet
Experience running planning, forecasting, and business partnering at a high-growth B2B software company
Experience with usage-based, consumption, or hybrid pricing models, or building the transition to one
Experience leading a meaningful finance systems or process change
Experience turning operational data into an executive narrative
Experience presenting to senior leadership or a board and defending the numbers under pressure
Deep fluency in SaaS and consumption metrics, including ARR, NRR, gross margin under variable COGS, magic number, payback, and burn efficiency
Excellent financial modeling skills
Familiarity with CRM, billing, ERP, and reporting systems
Ability to direct a systems project without writing code
Ability to provide and defend recommendations to GTM leadership
High ownership and low ego about scope
Legal tech or legal industry exposure is a nice-to-have
Enterprise procurement and security-heavy sales cycle experience is a nice-to-have
Audit readiness or pre-IPO experience is a nice-to-have
Familiarity with AI infrastructure cost management is a nice-to-have
Must be legally able to work and reside in Canada or the United States at the time of application
No relocation or visa sponsorship support provided
Benefits
Company-paid group benefits for you and your family
$1,000 towards mental health support
Flexible work environment
Generous time off policies
Holiday closure
Monthly paid meals
Annual wellness allowance
Parental leave top-ups
Competitive stock option grants
Inclusive and supportive candidate experience
Accommodation during the interview process
Equal treatment and opportunity in recruitment, selection, and employment
Directeur financier et administratif chez Exonetik, fabricant sherbrookois d’actionneurs magnétorhéologiques. Pilotage des finances, de la comptabilité, de la rémunération et des ressources humaines.
Finance and accounting expert creating objective, gradable benchmark tasks from real workflows. Developing reference materials and review criteria for Micro1’s client.
Analyste FP&A chez Promutuel Assurance, contribuant aux budgets, prévisions et analyses de performance. Produisant des tableaux de bord et recommandations pour soutenir les décisions stratégiques.
Manager coordinating structured finance, reinsurance transactions, and GAAP reporting for RGA, a global life and health reinsurer. Leading cross - functional teams and financing partner relationships.
Director coordinating structured finance, accounting, and reinsurance solutions for RGA, a global life and health reinsurer. Leading transactions, reporting, negotiations, and regulatory financing strategies.
Revenue Financial Analyst managing revenue recognition, contract accounting, and reporting for Softchoice’s IT solutions business. Supporting US GAAP compliance, controls, audits, and process improvement.
Data editor producing consumer - focused personal - finance journalism for The Globe and Mail. Gathering, analyzing and visualizing data with reporters across digital storytelling projects.
FP&A Analyst creating budgeting, forecasting, and financial modeling tasks for Anyone AI. Evaluating AI agents’ financial analysis and planning capabilities.
Associate Financial Advisor helping CIBC clients achieve personal and small - business financial goals. Managing mortgage relationships, recommending banking solutions, and driving client growth.
Financial Services Representative helping CIBC clients plan finances and choose banking solutions. Building relationships, recommending products, and promoting digital banking across Ontario banking centres.