Strategic Finance Manager

Spellbook; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading AI technology company in Toronto seeks a Finance Partner to provide strategic insights and support financial processes. With responsibilities including revenue forecasting, strategic planning, and cross-functional partnership, the ideal candidate will have 5+ years in FP&A or strategic finance and strong analytical skills. This role offers a flexible environment with competitive benefits, focusing on outcomes and employee growth.

Benefits

Company-paid group benefits

Annual wellness allowance

Generous time off policies

Competitive stock option grants

Qualifications

• Experience in high-growth or dynamic environments; investment banking or consulting is a plus.
• Ability to see issues through to resolution independently.
• Experience using forecasting platforms for planning and budgeting.

Responsibilities

• Support revenue forecasting & reporting processes.
• Align on strategic initiatives during the annual planning cycle.
• Deliver data-driven recommendations that drive performance.

Skills

Financial modeling

Analytical skills

Interpersonal skills

Problem-solving skills

Attention to detail

Technology enthusiasm

Education

5+ years in FP&A or strategic finance

Job description

Spellbook is the most comprehensive AI copilot for transactional lawyers. It works directly inside Microsoft Word to help legal teams draft, review, and negotiate contracts up to 10x faster and with greater precision. Today, more than 4,000 law firms, in-house teams, and solo practitioners rely on Spellbook to simplify their workflows and eliminate the drudgery of everyday contract work.

We are backed by leading investors including Khosla Ventures, Thomson Reuters Ventures, Inovia Capital, The LegalTech Fund, Bling Capital, and Moxxie Ventures. The company recently raised $50 million in Series B funding, led by Keith Rabois at Khosla Ventures, bringing its total funding to more than $80 million.

*This is an existing vacancy

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 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 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.

Inclusive Hiring at Spellbook

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.

Use of Artificial Intelligence in Recruitment

Spellbook uses artificial intelligence responsibly to support administrative and efficiency-focused aspects of our recruitment process. This includes activities such as drafting job descriptions, generating interview questions, note-taking, and supporting sourcing and scheduling workflows. All candidate evaluations, interviews, and hiring decisions are made by members of the Spellbook team. While AI tools may assist with screening and assessment, they do not replace human judgment in selection decisions. Our use of AI is intended to streamline routine tasks, improve consistency, and enhance the overall candidate experience. We are committed to upholding principles of fairness, transparency, and accountability in all hiring activities. Spellbook regularly reviews its recruitment practices to mitigate bias and to ensure alignment with applicable laws and evolving best practices.

Our Compensation Philosophy

Spellbook uses industry benchmark data to establish compensation bands for all roles. The salary range listed for a position reflects the expected total wage range for the role—including base salary and on-target commissions, where applicable—and may span multiple career levels. Final compensation is determined during the interview process based on factors such as experience, skills, scope, and role level. In addition to base salary and applicable commissions, total rewards may include equity, health and wellness benefits, and other company programs. Full details will be shared during the interview process.