Forum Ventures

Finance Manager – U.S. Revenue Operations

Forum Ventures

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇨🇦 Canada

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Job Level

Mid-LevelSenior

About the role

  • Lead the company’s FP&A function, including quarterly and annual budgeting, forecasting, and performance tracking
  • Build financial models and earnings projections that inform strategic decision-making for both Canadian HQ and U.S. commercial teams
  • Partner with leadership to align operational goals with financial objectives, ensuring spending discipline and ROI visibility
  • Collaborate with Commercial and Brand Management teams to translate U.S. customer forecasts into accurate revenue projections
  • Drive analysis of revenue performance, cost-to-serve, and customer-level profitability
  • Support Business Development by modeling new customer scenarios, pricing strategies, and lifetime value assessments
  • Oversee all accounting, tax, and treasury operations for Calico’s Canadian HQ, ensuring compliance with Canadian and U.S. regulations
  • Manage cash flow forecasting, banking relationships, and working capital requirements across entities
  • Ensure accurate, timely payroll and expense processing for multi-currency, cross-border operations
  • Coordinate intercompany transactions and revenue repatriation from U.S. operations to Canada, optimizing for compliance, efficiency, and tax effectiveness
  • Design and implement a modern finance stack that automates data flow between systems like QuickBooks, Ramp, Carta, and Monday.com
  • Integrate financial reporting with operational and CRM data to create real-time visibility across departments
  • Develop repeatable, automated workflows for closing, variance analysis, and management reporting
  • Continuously identify new tools and integrations that improve accuracy and reduce manual workload
  • Serve as the financial anchor for Calico’s Canadian HQ, ensuring all reporting, controls, and systems align with global policies
  • Partner with technology, operations, and customer teams to drive data consistency and improve reporting accuracy
  • Support investor relations, board reporting, and due-diligence preparation for future fundraising rounds
  • Provide actionable insights that connect financial performance with business strategy

Requirements

  • 5–8 years of progressive experience in finance, accounting, or FP&A roles
  • Experience with U.S.-based revenue operations and familiarity with cross-border financial structures
  • Proven ability to implement automation and system integrations across finance, CRM, and operations tools
  • Strong understanding of GAAP/IFRS, tax, and treasury management in both Canadian and U.S. contexts
  • Advanced analytical and financial modeling skills, with the ability to translate data into clear insights
  • Highly organized, self-sufficient, and motivated by building lean, scalable systems rather than managing large teams
  • CPA, CFA, or relevant accounting designation preferred but not required
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial modelingbudgetingforecastingperformance trackingcost-to-serve analysislifetime value assessmentscash flow forecastingvariance analysisGAAPIFRS
Soft skills
organizational skillsself-sufficiencymotivationcollaborationanalytical skillscommunication skillsstrategic decision-makingattention to detailproblem-solvingleadership
Certifications
CPACFA