Director of Corporate FP&A, Clio

CA$154.6-231.8k

In addition, this role is eligible for variable pay that is based on company performance, with actual payout amounts calculated and paid on a quarterly basis

Expert level

Remote in Canada, US

More information about location

Legal practice management software

Open for applications

Legal practice management software

1001+ employees

B2BSecurityComplianceLegalSaaS

Open for applications

CA$154.6-231.8k

In addition, this role is eligible for variable pay that is based on company performance, with actual payout amounts calculated and paid on a quarterly basis

Expert level

Remote in 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

Desirable

Experience in a leadership role within FP&A
Excellent communication and presentation skills to convey financial information to diverse stakeholders
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, Corporate FP&A 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 Corporate FP&A team and function
Strategic Financial Planning: Own the 5-year Long Range Plan, the Annual Budget, and rolling forecast for the company. Develop strategies that align financial goals with long-term corporate objectives and provide support for investor-facing narratives on performance
Market & Competitive Analysis: Lead and enhance the company’s market share analysis, competitive benchmarking, and strategic positioning. Create a regular cadence to refine and mature these insights, guiding company direction in collaboration with executive stakeholders
Investor Relations: Provide insights on financial performance for stakeholders, including the Board of Directors, executive team, and external investors. Support the production and presentation of financial results and deliverables for quarterly and annual reporting, among other IR responsibilities
Executive Reporting & Business Rhythm: Establish business rhythms such as weekly executive reports, monthly budget approvals, and quarterly forecasts, ensuring accuracy, transparency, and alignment with company strategy
Process Optimization & Controls: Implement scalable policies and processes that optimize financial reporting accuracy and timeliness. Develop and oversee internal controls to ensure compliance, especially in metrics tracking and external reporting
Cross-functional Partnerships: Partner with key stakeholders across Finance, Accounting, Investor Relations, and Corporate Development to ensure that financial data aligns with operational needs and strategic objectives

Application process

End Date: February 4, 2025

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
401k 🇺🇸
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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