Senior Financial Analyst, Clio
Fintech
CA$95.7-112.6k
Internal employees who demonstrate sustained high performance and impact at Clio may be able to increase salary to $129,500 CAD
More information about location
Legal practice management software
Be an early applicant
Legal practice management software
1001+ employees
Be an early applicant
CA$95.7-112.6k
Internal employees who demonstrate sustained high performance and impact at Clio may be able to increase salary to $129,500 CAD
More information about location
1001+ employees
Company mission
Clio's mission is to build cloud-based and client-centred technology that will transform the legal experience for all.
Role
Who you are
- We are looking for a highly motivated and experienced Senior Financial Analyst, Fintech who takes numbers seriously, thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our values
- This role requires a deep understanding of Fintech business models, exceptional analytical skills, and the ability to thrive in a fast-paced, dynamic environment
- Bachelor's degree in a relevant field (finance, accounting)
- CPA, CFA, or MBA designation is preferred
- Have 4+ years of Financial Planning or Business Analyst experience
- A strong understanding of Fintech business model is a must
- Experience working with Payments processing platforms (i.e. Stripe) and a solid understanding of settlement processes is a big asset
- Familiarity with Stripe reporting tools and Looker is a big asset
- Be passionate about effective and intuitive data visualization
- Be deeply data-driven, analytical, and curious
- Be self-motivated, independent, and deadline-oriented
- Be passionate about building data-driven organizations and having an impact on the business
- Clear, concise, articulate, professional verbal and written reasoning and storytelling skills to communicate effectively to audiences at all levels of the organization
What the job involves
- We are currently looking for a Senior Financial Analyst, Fintech to join our Financial Planning and Analysis (FP&A) team. This position reports to Senior Manager, Revenue FP&A
- 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
- As a Senior Financial Analyst, Fintech, you will play a critical role in driving strategic decision-making, developing complex financial models, and partnering cross-functionally on high-impact projects
- Reconcile daily and monthly Stripe reports, ensuring accuracy and identifying any discrepancies. Investigate and resolve any reconciliation issues promptly
- Closely monitor and analyze basis points (bps) related to payment processing. Track bps across different payment methods, transaction types, and geographic regions
- Analyze key performance indicators (KPIs) related to payment processing, such as authorization rates and chargeback rates. Proactively identify trends and provide insightful commentary explaining drivers of fluctuations in these metrics
- Evaluate the financial performance of new fintech product features and experiments, including but not limited to the introduction of new payment methods and A/B testing. Develop financial models to assess the impact of these initiatives on revenue, costs, profitability, and customer retention
- Develop and maintain comprehensive Fintech revenue forecasting models, in collaboration with revenue-generating teams
- Gather data from payments reporting platforms (i.e. Stripe) and internal sources (Looker, SFDC) to prepare monthly, quarterly, and annual forecasts, and provide key analytics, analyses, and summaries as required
- Conduct in-depth scenario analyses to evaluate the potential impact of various business strategies and market conditions
- Deeply analyze data and work closely with business partners to identify opportunities for revenue optimization and growth
- Monitor KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business
- Ensure strong data integrity and maintain accurate financial reporting
- Work closely with Accounting to ensure all financial information is accurate
Our take
Modern law firms increasingly manage their work digitally but the lack of a specialised remote solution means that workflows have become fragmented. This leads to legal practice managers having to juggle multiple software solutions across various devices.
Clio provides a legal practice management platform designed for law firms, allowing users to manage billing for legal aid cases, access and manage documents and store files across multiple devices. Whilst other startups are operating in this niche, Clio has uniquely focussed on synchronisation across remote devices and on a wide range of integrations, allowing the user to access information from other industry standard software such as Xero and Klyant from within a single interface.
Clio has raised a large amount of investment capital, most recently in a 2021 Series E round which saw the company attain unicorn status with a valuation exceeding $1 billion. This funding is being used to accelerate its product development, hire additional talent, and for expansion into new markets with a focus on the EMEA region, particularly the UK and Ireland.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Company equity
- $500 contribution when you become a parent and/or guardian
- 4-week minimum vacation
- Work from home when you need to (role-specific)
- Parental leave options for moms and dads
- Customizable extended health benefits (including $2000 per year to spend on counseling)
- Wellness programs including an onsite naturopath physiotherapist, and RMT (location-dependent), healthy snacks, and exercise classes
- RRSP-matching
Leadership
Jack Newton
(CEO)Experience as Director of Product Development for Chenomx Inc. from 2004 to 2009. Advisor for Logikcull.com, dealcloser, and Athennian.
Rian Gauvreau
(Board Member)Experience developing legal technology for Gowling Lafleur Henderson LLP from 2000 to 2008. Graduated the University of British Columbia with an M.B.A. in Strategic Management in 2011.
Salary benchmarks
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