Senior Financial Analyst, Clio
CA$95.7-129.5k
More information about location
Legal practice management software
Job no longer available
Legal practice management software
1001+ employees
Job no longer available
CA$95.7-129.5k
More information about location
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. 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 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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