Financial Analyst, Clio
CA$79.1-106.9k
2+ days a week in office
Legal practice management software
Be an early applicant
Legal practice management software
1001+ employees
Be an early applicant
CA$79.1-106.9k
2+ days a week in office
1001+ employees
Company mission
To 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
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What the job involves
- We are currently looking for a 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 G&A FP&A team collaborates with senior leaders across Finance, Legal, People, and Business Operations to develop our investment strategy, understand potential outcomes, and continually iterate to ensure we're deploying resources in the most effective and efficient way
- You'll play a critical role in supporting G&A functions through data-driven financial analysis, establishing scalable frameworks, and supporting forecasting and budgeting processes that ensure financial resources are allocated to drive operational excellence and sustainable growth
- Consolidate financial results across FP&A functions, delivering month-end reporting and rolling forecast analysis to support data-driven decision-making and strategic planning
- Build and maintain robust financial models, incorporating actuals and performing variance analysis to identify, communicate, and forecast key performance drivers
- Review and approve G&A purchase requests and procurement workflows through Coupa
- Design, monitor, and continuously refine KPIs to track business performance, identify emerging trends, and proactively surface growth opportunities in partnership with operational leaders
- Work closely with cross-functional teams to validate and ensure the accuracy and integrity of all financial information used for planning and reporting purposes
- Champion data cleanliness and maintain source-of-truth reporting standards across all financial outputs, ensuring consistency and reliability
- Design and maintain financial dashboards that provide real-time visibility into G&A spend, headcount, and key operational metrics to support leadership decision-making
Our take
Modern law firms increasingly manage their work digitally but the lack of a specialized 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 significant funding and benefited from the COVID-era shift toward cloud technologies. More recently, the company has experienced rapid growth following the integration of AI into its platform in 2023. Alongside this, it surpassed $200M in annual recurring revenue (ARR) in mid-2024 and has since grown to an impressive $500M ARR. The company was valued at $5B following a $500M funding round in 2025, with the investment supporting further AI development and platform expansion.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Specialized learning and development programs and access to an in-house performance coach
- Equitable compensation for your contributions, regardless of gender, race, or any other identifying factor
- Access to pay transparency on all of our global roles
- Company equity for applicable employees
- RRSP-matching in Canada, 401k in the US, and pension plans in Ireland
- Hybrid model – striking the right balance between the benefits of in person connectivity that in office brings, and the flexibility of remote
- Flexible paid time off (4-week minimum with opportunities for personalization based on individual needs and achievements)
- Parental leave options for birthing and non-birthing parents
- A $500 contribution to your child’s RESP
- Various health, dental, and vision benefits for you and your family, including an Employee and Family Assistance Program
- Virtual and In-person Wellness Programs to support mental and physical health
- Paid time for volunteering through our Clio Gives program
- $2000 annual counseling benefit for CAD Clions
Company HQ
Burnaby, BC
Leadership
Jack Newton
(Founder & CEO)Alongside serving as Clio's CEO since founding the company in 2008, Jack is an Advisor at Athennian, dealcloser, and Logikcull. Previously, they were a Board Member at ROSS Intelligence and a Director of Product Development at Chenomx.
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