Senior Financial Analyst, Clio
CA$95.7-129.5k
More information about location
Legal practice management software
Be an early applicant
Legal practice management software
1001+ employees
Be an early applicant
CA$95.7-129.5k
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. CA, CPA, CFA or MBA degree is a plus
- 3-5 years of experience in FP&A, equity research, investment banking, or similar background. Deep understanding of both financial and operational metrics
- Self-starter with strong analytical mindset, financial modeling, and reporting abilities. Curious and passionate about having an impact on the business
- Interest in understanding beyond the "what" as to the "why"
- Excellent communication and inter-personal skills, with the ability to work. collaboratively across teams and to communicate effectively to audiences at all levels of the organization
- Proficiency with Excel and Powerpoint skills
- Experience with financial planning tools such as Pigment or similar is a plus
- Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
What the job involves
- More exciting news, this role will support Clio’s newest acquisition of ShareDo. ShareDo is a cutting-edge case and practice management software
- It is highly scalable and enables firms to fully customize their system to match their unique needs, while centralizing operations from a unified platform—all critical requirements for large law firms
- Our Financial Planning & Analysis (FP&A) team drives superior outcomes for Clio, financial and beyond
- We are currently in our scale up phase which presents a very unique time to join one of Canada’s most successful tech companies and have an outsized impact from your efforts!
- We are on a mission to become a world - class FP&A team. That means we work hard, play for keeps, and dedicate ourselves to making sure #TeamMoney thrives as we scale
- We are looking for a Senior Financial Analyst to join the FP&A team
- In this role, you will work with the ShareDo team to deliver on our financial plans, support strategic decision-making, provide financial insight, and help build operational rigor and efficiency
- Budgeting and forecasting - Drive monthly and quarterly financial forecast in Pigment, ensuring accurate projections, appropriate level of reporting, analysis and communication
- Business partnering - Develop positive partnerships with business partners and support the entire expense portfolio for ShareDo and collaborate to support forecast activity, management of departmental budgets, and to maintain optimization of resources
- Performance reporting - Prepare monthly and quarterly financial review presentations (including collecting, formatting, and analyzing information) and assist in presenting the materials to senior leadership teams
- Ad-hoc, financial, and operational analysis - Combine quantitative and qualitative analysis to highlight business risks and opportunities for business units
- Business processes - Become a subject matter expert on your area’s business processes and highlight opportunities for automation and process improvement
- Improve business performance by providing insightful reports, dashboards, analyses, and models - Drive accountability for business results utilizing operational and financial metrics
- Monitor KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business
- Financial close – Engage with the Accounting team to prepare / review journal entries related to Cloud Service Providers and R&D Software consumption
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
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
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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