Strategic Finance Manager

Posted 7 Days Ago
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Toronto, ON
In-Office
Senior level
Artificial Intelligence • Legal Tech • Software
The Role
The Strategic Finance Manager will support revenue forecasting, annual planning, cross-functional financial insights, and build dynamic forecasting models while managing multiple work streams.
Summary Generated by Built In

Spellbook is the leading AI suite for commercial lawyers, trusted by more than 3,000+ law firms and in-house teams worldwide. Our mission is to make legal services more accessible by empowering legal professionals with AI tools that enable them to work faster, smarter, and more efficiently. We've grown more than 25x since our launch in 2022 with customers like Nestle, Fender, Crocs, Securitas and more - join us on our journey building magical tools that lawyers love.

ABOUT THE ROLE

We are in a critical phase of scaling, optimizing our business model, and preparing for future growth. This role will be instrumental in providing financial insights, driving strategic decisions, and building the financial processes that will enable us to deliver transformative software to our customers.

RESPONSIBILITIES
  • Support the monthly/quarterly revenue forecasting & reporting processes, preparing executive-level presentations, analyzing results, and building forward-looking business trends & insights.

  • Support the annual planning cycle, working cross-functionally to align on strategic initiatives, growth levers, and revenue drivers.

  • Act as a trusted finance partner to business leaders and teams, delivering data-driven recommendations and insights that drive performance and strategic decision-making.

  • Partner with Sales, Marketing, Customer Success, and Product teams to provide insights that optimize performance and align GTM strategies.

  • Build and refine scalable, dynamic forecasting models to improve accuracy and enable complex scenario planning.

  • Lead and influence cross-functional initiatives, aligning finance priorities with broader company goals & objectives.

  • Support with other responsibilities and projects as required.

QUALIFICATIONS
  • 5+ years of progressive FP&A or strategic finance experience in high-growth or dynamic environments; investment banking or consulting experience a plus.

  • Strong financial modeling, analytical, and problem-solving skills with the ability to independently see issues through to resolution. Experience building complex compensation models (e.g., equity forecasting) is a plus.

  • Exemplary interpersonal skills to clearly articulate financial data into actionable insights to various non-finance stakeholders and senior leadership.

  • Proven track record of managing multiple work streams and consistently meeting deadlines.

  • Best-in-class attention to detail and unwavering commitment to accuracy

  • Experience using forecasting platforms for planning and budgeting.

  • Experience scaling an early-stage private company to a high-growth late-stage private (or publicly-traded) company is a plus.

  • Strong enthusiasm for technology and artificial intelligence.

WHY JOIN SPELLBOOK?
  • Embrace autonomy and accountability in a flexible, remote work environment; we focus on outcomes and empower you to determine how to get the job done

  • Access our company-paid group benefits for you and your family, with $1,000 towards mental health support

  • Disconnect during our holiday closure and take advantage of our generous time off policies throughout the year

  • Enjoy monthly paid meals, an annual wellness allowance to support your well-being and parental leave top-ups as your family grows

  • Secure your stake in our success; you’ll receive competitive stock option grants as a pivotal early employee

We are committed to creating an inclusive and supportive candidate experience. Should you require any accommodation whatsoever during the interview process, please inform us without any hesitation.

Spellbook is dedicated to ensuring equal treatment and opportunity in all phases of recruitment, selection, and employment, in compliance with employment law. We do not discriminate based on gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other protected category. Spellbook is proud to be an equal opportunity employer, fostering a culture of inclusivity and maintaining a work environment that is free from discrimination, harassment, and retaliation.

Top Skills

Financial Modeling
Forecasting Platforms
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The Company
HQ: Toronto, Ontario
68 Employees
Year Founded: 2018

What We Do

The AI Copilot for transactional lawyers, used by 1,700+ legal teams to review 1 million+ contracts per year

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