Senior Financial Analyst

Summary:

About Clio: 

Clio is a global leader in cloud-based legal technology, revolutionizing the way law firms operate and deliver client service. With a mission to make legal practice more accessible, efficient, and client-centric, Clio offers a comprehensive suite of innovative tools that empower law firms to streamline their operations and drive growth in the digital era.

Following a landmark funding round in 2024, Clio is positioned for even greater impact in the legal tech space. This investment enables us to accelerate our mission, expand our platform’s capabilities, and enhance our commitment to supporting law firms of all sizes.

Clio has been featured in the 2024 Forbes Cloud 100 and Forbes Future 50 (only legal tech entity in the list) and has consistently been rated as Canada’s top employers across various publications. What makes life at Clio so special: talented people around the world and a values-driven culture that inspires us to do our best work. 

About the FP&A team:

Our Financial Planning & Analysis (FP&A) team drives superior outcomes for Clio, financial and beyond. We are currently in our scale up phase which presents a very unique time to join one of Canada’s most successful tech companies and have an outsized impact from your efforts! We are on a mission to become a world - class FP&A team. That means we work hard, play for keeps, and dedicate ourselves to making sure #TeamMoney thrives as we scale.

About the role:

We are looking for a Senior Financial Analyst to join the Go-To-Market (“GTM”) FP&A team. In this role, you will report to the Manager of GTM, FP&A and work with the Sales leadership and team to deliver on our financial plans, support strategic decision-making, provide financial insight, and help build operational rigor and efficiency. 

This role requires one day a week in either our Burnaby, Calgary, or Toronto office.

What you’ll work on:

• Establish and maintain relationships with a broad base of key stakeholders (i.e., executives and staff) in the business and serve as a key point of contact for finance issues.

• Support annual planning process, including generating well-vetted OPEX and HC plans - Actively engage in the planning processes for Customer Success and Marketing, including executing run-rate analysis, investment modeling, affordability analysis and budget allocation.

• Provide monthly and quarterly financial reporting, analysis and key metrics that enable business decision making.

• Improve business performance by providing insightful reports, dashboards, analyses, and models - Drive accountability for business results utilizing operational and financial metrics.

• Monitor KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business.

• Support month end close process in close partnership with Accounting. 

• Support the implementation of best practices in FP&A processes to deliver efficiency and improved business outcomes.

What you bring: 

Education: 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. CPA, CFA or MBA degree is a plus.

Experience: 

• ​3-5 years of experience in FP&A, equity research, investment banking, or similar background. Deep understanding of both financial and operational metrics

Skills:

• Self-starter with strong analytical mindset, financial modeling, and reporting abilities. Curious and passionate about having an impact on the business. 

• Interest in understanding beyond the "what" as to the "why"

• Excellent communication and inter-personal skills, with the ability to work collaboratively across teams and to communicate effectively to audiences at all levels of the organization.

• Proficiency with Excel and Powerpoint skills. 

• Experience with financial planning tools such as Pigment or similar is a plus. 

• Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
 

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day. 

• Flexible time off policy, with an encouraged 20 days off per year.

• $2000 annual counseling benefit

• RRSP matching and RESP contribution 

• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years​

The full salary range* for this role is $92,900 to $109,300 to $125,700 CAD..Please note there are a separate set of salary bands for other regions based on local currency.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers