Senior Financial Analyst
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Job Summary
Clio is the global leader in legal AI technology empowering legal professionals and law firms of every size to work smarter faster and more securely.
We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.
We are currently looking for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. This position reports to the Manager FP&A.
This role can be based in our Vancouver Calgary or Toronto offices or remote across Canada (excluding Québec) or the US.
What your team does:
Our Financial Planning & Analysis team is focused on driving stakeholder and shareholder value by developing the operating and financial plans required to achieve our company goals. You will help our business grow help our customers succeed and continuously improve the way we operate.
Our Go-To-Market (GTM) FP&A team partners with senior leaders and teams across our go-to-market organization to shape investment strategy understand the range of potential outcomes and continually iterate so we are deploying resources in the best way to sustain Clios incredible growth.
Who you are:
We are looking for an experienced and results-driven Senior Financial Analyst who takes numbers seriously thrives in a rapid-growth high-velocity environment and someone who lives and breathes our values.
As a Senior Financial Analyst you will play a pivotal role in driving insights and supporting strategic decision-making through in-depth analyses resourcing forecasting ad-hoc financial modelling and strong stakeholder partnerships. This position requires strong analytical skills and the ability to collaborate effectively with cross-functional teams.
What you will work on:
- Strategic Business Partnering: Partner with senior leaders across our go-to-market organization to align GTM strategy with financial goals bringing a financial lens to the decisions that shape how we invest and grow.
- Strategic Financial Planning: Support the development of GTM annual budgets forecasts and long-term financial models aligned with overall business strategy and revenue goals.
- Strategic Projects: Contribute to higher-order analyses that shape how we understand the business such as product and segment-level P&Ls competitive and SaaS benchmarking and defining what great looks like for GTM performance.
- ROI & Resource Optimization: Evaluate the return on investment of GTM activities and recommend how to optimize spend and resource allocation across the go-to-market organization to sustain growth.
- Process Improvement: Drive continuous improvement of GTM FP&A processes systems and tools to streamline reporting and sharpen decision-making.
- Budget Ownership & Variance Analysis: Own the budgeting and monthly budget-to-actual process for your areas of the GTM organization translating variances into actionable insights and clear recommendations for GTM leadership to keep us aligned with our annual financial goals.
What you bring:
- Bachelors degree in Finance Accounting Economics or a related field. MBA or relevant advanced degree is a plus.
- Have 5 years of Financial Planning or Business Analyst experience.
- Proven experience in Investment Banking Financial Consulting or finance within a high-growth or SaaS-driven environment with a strong track record in financial modeling forecasting and strategic analysis.
- You enjoy operating as a strategic business partner working across functions and translating complex analysis into clear recommendations and decisions.
- Strong analytical mindset with the ability to transform complex data into actionable insights. Curious and passionate about having an impact on the business.
- Excellent communication leadership and inter-personal skills with the ability to work collaboratively across teams and influence cross-functional partners.
- Strong proficiency with financial systems and tools (e.g. Excel Google Docs Pigment or similar).
- Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
This is a new role.
What you will find here:
Compensation is one of the main components of Clios 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 Dublin London New York City and Sydney) to be in office min. twice per week.
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
Diversity Inclusion Belonging and Equity (DIBE) & Accessibility
Our team shows up as their authentic selves and are united by our mission. We are dedicated todiversity 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.
Disclaimer: We only communicate with candidates through official @ email addresses.
Required Experience:
Senior IC
About Company
Run your law firm with Clio, the #1 choice of legal professionals for managing clients, cases, billing, and more. Try it for free today—no credit card required.
