Director of Financial Planning & Analysis, Clio

$164-246k

+ Variable pay based on company performance, with actual payout amounts calculated and paid on a quarterly basis.

Expert level

Toronto

Vancouver

Remote from Canada, US

More information about location

Legal practice management software

Job no longer available

Legal practice management software

1001+ employees

B2BSecurityComplianceLegalSaaS

Job no longer available

$164-246k

+ Variable pay based on company performance, with actual payout amounts calculated and paid on a quarterly basis.

Expert level

Toronto

Vancouver

Remote from Canada, US

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

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
Experience in a leadership role within FP&A

Desirable

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 across Canada or in the U.S
This position will report 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
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

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
401k 🇺🇸
RRSP-matching 🇨🇦

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.

Salary benchmarks

We don't have enough data yet to provide salary benchmarks for this role.

Submit your salary to help other candidates with crowdsourced salary estimates.

Share this job

View 90 more jobs at Clio