Senior Financial Analyst, Clio
CA$100.3-135.7k
More information about location
Legal practice management software
Be an early applicant
Legal practice management software
1001+ employees
Be an early applicant
CA$100.3-135.7k
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
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus
- 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 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 teams
- 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
- Demonstrate a keen interest in improving your craft by using AI
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 Manager, 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
- Our Go-To-Market (“GTM”) FP&A team collaborates with our Sales, Marketing and Customer Success senior leaders and teams to develop our investment strategy, understand the potential outcomes, and continually iterate to ensure we're deploying resources in the best way to sustain Clio’s incredible growth
- You'll play a critical role in supporting GTM strategies through data-driven financial analysis, establishing frameworks, forecasting and budgeting, ensuring that financial resources are optimized for maximum growth
- Business Partnering: Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals. Partner closely with the RevOps team on sales capacity planning
- Variance Analysis: Conduct monthly performance reviews, translating budget-to-actual variances into actionable insights and strategic recommendations for GTM leadership to ensure alignment with annual financial goals
- Strategic Financial Planning: Support the development of the GTM annual budgets, forecasts, and long-term financial models, aligning with overall business strategy and revenue goals
- Forecasting and Reporting: Support the financial forecasting processes for GTM-related expenses. Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances, risks, and opportunities
- Cost Efficiency and ROI: Evaluate the return on investment (ROI) of GTM activities and provide recommendations for optimizing spend and resource allocation across sales, marketing, and customer success initiatives
- Process Improvement: Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and enhance overall efficiency
- Strategic Analysis & Ad-hoc Reporting: Conduct ad-hoc reporting on business performance and build financial models to support key 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
- 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.
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