Director of Financial Planning & Analysis, Clio
CA$143.2-214.8k
+ Variable pay
Legal practice management software
Job no longer available
Legal practice management software
1001+ employees
Job no longer available
CA$143.2-214.8k
+ Variable pay
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
- An experienced and results-driven financial leader with 10+ years of experience (including 3+ years in a management role)
- A strong understanding of SaaS business models and financial planning principles
- Proven ability to build and lead high-performing teams
- Excellent communication, collaboration, and presentation skills
- A passion for data-driven decision making and strategic analysis
- A CPA or CFA designation is a preferred qualification
Desirable
- Experience in a leadership role within FP&A
- Excellent communication and presentation skills to convey financial information to diverse stakeholders
- Proven experience with cost management and headcount planning initiatives
- Experience in developing and maintaining financial models that have been used to support external financial audiences, such as potential investors or lenders
What the job involves
- We are currently looking for a Director, Financial Planning & Analysis to join our Financial Planning and Analysis (FP&A) team
- This position reports to the VP, Finance
- 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 play a key role in developing financial plans, analyzing data, and providing insights to support strategic decision-making across the organization. This role will oversee the FP&A Business Partnerships team
- Business Partnership & Cost Management:
- Partner with business leaders to identify cost-saving opportunities and optimize financial performance
- Develop and manage the annual budget and forecasting process, with a focus on operating expenses and cash flow and balance sheet management
- Analyze financial data to identify trends and risks, and provide insights to support strategic decision-making
- Financial Modeling & Reporting:
- Develop and maintain complex financial models that can be readily adapted to support external stakeholders with a deep understanding of financial metrics
- Ensure the accuracy and completeness of financial reports, and communicate financial results effectively to stakeholders
- Lead the FP&A Business Partnerships team in maintaining strong data governance, and reporting practices
- Strategic Investments & Analysis:
- Lead the evaluation of potential investments and acquisitions, conducting financial modeling and scenario analysis
- Monitor key performance indicators (KPIs) and develop new metrics to track progress towards strategic goals
- Support the leadership team with data-driven insights to inform strategic initiatives
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 and benefited from the COVID-era move to cloud technologies. Most recently, it raised a 2024 Series F round, which saw the company attain a valuation exceeding $3 billion. This funding is being used to accelerate AI development and to allow existing investors and employees to cash out their shares.
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
- 401k
Company HQ
Burnaby, BC
Leadership
Jack Newton
(Founder & 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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