Senior Financial Analyst, Clio

Subscriptions

CA$95.7-112.6k

We reserve the midpoint ($112,600) to the maximum ($129,500) of the salary band for internal employees who demonstrate sustained high performance and impact at Clio

Mid and Senior level

Remote in Canada

Toronto

Vancouver

More information about location

Legal practice management software

Be an early applicant

Legal practice management software

1001+ employees

B2BSecurityComplianceLegalSaaS

Be an early applicant

CA$95.7-112.6k

We reserve the midpoint ($112,600) to the maximum ($129,500) of the salary band for internal employees who demonstrate sustained high performance and impact at Clio

Mid and Senior level

Remote in Canada

Toronto

Vancouver

More information about location

1001+ employees

B2BSecurityComplianceLegalSaaS

Company mission

Clio's mission is to build cloud-based and client-centred technology that will transform the legal experience for all.

Job

Company

Role

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
This position requires a deep understanding of SaaS business models, strong analytical skills, and the ability to collaborate effectively with cross-functional teams
Bachelor's degree in a relevant field (finance, accounting)
CPA or CFA designation is preferred
Have 3+ 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
Strong understanding of SaaS business metrics and key performance indicators 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 to join our Financial Planning and Analysis (FP&A) team
This position reports to the 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, you will play a pivotal role in driving insights and supporting strategic decision-making through in-depth analyses, revenue forecasting, ad-hoc financial modeling, and strong stakeholder partnerships
Gather data from various sources to prepare monthly, quarterly, and annual forecasts, and provide key analytics, analyses, and summaries as required
Develop and maintain comprehensive revenue forecasting models, in collaboration with revenue-generating teams, focusing on SaaS business models
Deeply analyze data and work closely with business partners to identify opportunities for revenue optimization and growth
Provide insights and decision-making support for business partners and the leadership team. Examples of analyses: ROI, Unit economics scenario analysis, Lifetime value and customer acquisition cost, and Sales efficiency trends
Develop and update financial models with actuals, conduct variance analysis, find and communicate insights, and forecast future performance
Monitor and develop KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business
Collaborate cross-functionally on strategic initiatives. Examples: financial modelling and presentations of findings and strategic insights to stakeholders, including the executive leadership team
Ensure we have strong data cleanliness and source of truth 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

Glassdoor (3.6)

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.

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