Senior Financial Analyst, Clio

CA$92.9-125.7k

We aim to hire all candidates between the minimum and the midpoint ($109,300) of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio.

Excel

Mid and Senior level

Toronto

1 day a week in office

Legal practice management software

Be an early applicant

Legal practice management software

1001+ employees

B2BSecurityComplianceLegalSaaS

Be an early applicant

CA$92.9-125.7k

Excel

Mid and Senior level

Toronto

1 day a week in office

1001+ employees

B2BSecurityComplianceLegalSaaS

Company mission

Clio's mission is to build cloud-based and client-centred technology that will transform the legal experience for all.

Job

Company

Role

Who you are

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3-5 years of experience in FP&A, equity research, investment banking, or similar background.
CPA, CFA or MBA degree is a plus
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

We are looking for a Senior Financial Analyst to join the Go-To-Market (“GTM”) FP&A team.
In this role, you will report to the Manager of GTM, FP&A and work with the Sales leadership and team to deliver on our financial plans, support strategic decision-making, provide financial insight, and help build operational rigor and efficiency
Establish and maintain relationships with a broad base of key stakeholders (i.e., executives and staff) in the business and serve as a key point of contact for finance issues
Support annual planning process, including generating well-vetted OPEX and HC plans - Actively engage in the planning processes for Customer Success and Marketing, including executing run-rate analysis, investment modeling, affordability analysis and budget allocation
Provide monthly and quarterly financial reporting, analysis and key metrics that enable business decision making
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
Support month end close process in close partnership with Accounting
Support the implementation of best practices in FP&A processes to deliver efficiency and improved business outcomes

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

Few candidates hear
back within 2 weeks

Glassdoor (3.6)

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

Company values

Giving Back - we’re committed to creating positive social change in the community
Creating Better Work Environments - we believe that a diverse and inclusive culture is a competitive advantage that benefits both our employees and customers
Thriving as a Team - we live by seven core values on how to thrive, have fun, and win as a team

Articles

Canada’s newest unicorn: Clio raises $110M at a $1.6B valuation for legal tech

Clio Attains Legal Practice Management Software Market Leadership And Unicorn Status

Clio Offers Window into What’s Trending in Legal Services

Clio's new online payments solution set to help uk law firms overcome payment challenges

LegalTech Insights: Clio’s CEO Jack Newton talks gen AI differentiators, cloud parallels, and regulatory guidance

Clio Invests in Innovative Solutions for Mid-Market Success

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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