Manager of Go-To-Market Financial Planning & Analysis, Clio
CA$114.1-171.1k
More information about location
Legal practice management software
Job no longer available
Legal practice management software
1001+ employees
Job no longer available
CA$114.1-171.1k
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. MBA or relevant advanced degree is a plus
- 5-7 years of experience in finance - FP&A, equity research, investment banking, or a combination of these, ideally within a GTM FP&A or similar function
- Strong analytical mindset with the ability to transform complex data into actionable insights. Curious and passionate about having an impact on the business
- Excellent communication, leadership and inter-personal skills, with the ability to work collaboratively across teams and influence cross-functional teams
- Strong proficiency with financial systems and tools (e.g., Excel, Google docs, Pigment or similar)
- Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
What the job involves
- You'll play a critical role in supporting GTM strategies through data-driven financial analysis, establishing frameworks, forecasting and budgeting, ensuring that financial resources are optimized for maximum growth
- Our Go-To-Market (“GTM”) FP&A team collaborates with our Sales, Marketing, Customer support and Customer success senior leaders and teams to develop our investment strategy, understand the potential outcomes, and continually iterate to ensure we're deploying resources in the best way to sustain Clio’s incredible growth
- Business Partnering: Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals. Support business leaders in understanding financial performance, trends, and opportunities for improvement
- Strategic Financial Planning: Lead the development of the GTM annual budgets, forecasts, and long-term financial models, aligning with overall business strategy and revenue goals
- Performance Analysis: Provide actionable insights and recommendations based on comprehensive financial analysis of GTM initiatives, including sales, marketing, and customer success teams. Evaluate the financial effectiveness of GTM programs and campaigns
- Forecasting and Reporting: Own the financial forecasting processes for GTM-related expenses. Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances, risks, and opportunities
- Cost Efficiency and ROI: Evaluate the return on investment (ROI) of GTM activities and provide recommendations for optimizing spend and resource allocation across sales, marketing, and customer success initiatives
- Cross-Functional Collaboration: Collaborate with the broader FP&A and Finance team to drive financial & planning excellence
- Process Improvement: Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and enhance overall efficiency
- Strategic Analysis & Ad-hoc Reporting: Conduct ad-hoc reporting on business performance and build financial models to support key strategic initiatives
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
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 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
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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