Senior Financial Analyst, Clio
CA$100.3-118k
Salary is applicable to CAD rates and may vary on further locations
More information about location
Legal practice management software
Be an early applicant
Legal practice management software
1001+ employees
Be an early applicant
CA$100.3-118k
Salary is applicable to CAD rates and may vary on further locations
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
- We are looking for an experienced and results-driven Senior Financial Analyst who takes numbers seriously, thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our values
- This position requires a deep understanding of SaaS business models, strong analytical skills, and the ability to collaborate effectively with cross-functional teams
- Bachelor's degree in a relevant field (finance, accounting)
- CPA or CFA designation is preferred
- 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 understanding of SaaS business metrics and key performance indicators is a big asset
- Be passionate about effective and intuitive data visualization
- Be deeply data-driven, analytical, and curious
- Be self-motivated, independent, and deadline-oriented
- Be passionate about building data-driven organizations and having an impact on the business
- Clear, concise, articulate, professional verbal and written reasoning and storytelling skills to communicate effectively to audiences at all levels of the organization
What the job involves
- We are currently looking for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. This position reports to the Senior Manager, Revenue 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
- As a Senior Financial Analyst, you will play a pivotal role in driving insights and supporting strategic decision-making through in-depth analyses, revenue forecasting, ad-hoc financial modelling, and strong stakeholder partnerships
- Gather data from various sources to prepare monthly, quarterly, and annual forecasts, and provide key analytics, analyses, and summaries as required
- Develop and maintain comprehensive revenue forecasting models, in collaboration with revenue-generating teams, focusing on SaaS business models
- Deeply analyze data and work closely with business partners to identify opportunities for revenue optimization and growth
- Provide insights and decision-making support for business partners and the leadership team. Examples of analyses: ROI, Unit economics scenario analysis, Lifetime value and customer acquisition cost, and Sales efficiency trends
- Develop and update financial models with actuals, conduct variance analysis, find and communicate insights, and forecast future performance
- Monitor and develop KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business
- Collaborate cross-functionally on strategic initiatives. Examples: financial modelling and presentations of findings and strategic insights to stakeholders, including the executive leadership team
- Ensure we have strong data cleanliness and source of truth reporting
- Work closely with Accounting to ensure all financial information is accurate
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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