Senior Manager of Corporate Financial Planning and Analysis, Clio
$148.8-186k
Legal practice management software
Open for applications
Legal practice management software
1001+ employees
Open for applications
$148.8-186k
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
- 7-10+ years of progressive experience in corporate FP&A, investment banking, private equity, or management consulting
- Preference given to experience in private equity or investment banking
- Preference given to proven track record of success in a high-growth SaaS environment, with an expert understanding of subscription revenue models, key SaaS metrics
- Must be hands on, collaborative, detail-oriented, positive, highly organized, and able to multitask through a variety of periodically recurring activities as well as one-off projects
- Ability to communicate clearly, timely, and effectively across all departments, particularly while collaborating with the Executive Team on a daily basis
- Reliable and professional with strong accounting acumen, advanced financial modeling principles, broad knowledge of business operations, and ability to think outside the box
- Experience handling sensitive financial information with a high level of discretion; respect for privacy and appropriate levels of access
- Strong familiarity with Excel and its use in developing financial models
- Growth mindset when it comes to process improvement and new technologies, especially AI
What the job involves
- Responsible for investor relations (IR) including reporting, financial modeling, and communication
- Provide market intelligence and benchmarking analysis for internal and external financial modeling purposes
- Own the process, reporting and analytics for corporate capital projects
- Lead all aspects of consolidated P&L reporting. Oversee the monthly close process, maintaining alignment with Accounting and FP&A business partners to ensure accurate company-wide financial statement reporting. Provide guidance and insight to deliver a cohesive, complete, and actionable financial narrative
- Drive the monthly, quarterly, and annual planning cycles — bringing past experience to help scale our systems and tools, create more durable planning processes and timelines, and ensure continued accuracy and deeper analysis in each cycle
- Oversee the preparation of analysis, commentary, and presentation materials for Board of Directors, and other Executive-level reviews. Execute and/or delegate recurring and ad-hoc analyses and special projects as requested by our CFO and Finance Leadership team
- Lead and coach a team to continue to improve and expand their impact on the FP&A team
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
- 401k 🇺🇸
- 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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