Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.
We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.
We are currently looking for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. This position reports to the Manager, FP&A.
This role is available to candidates across Canada, excluding Quebec.
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.
Our Go-To-Market (“GTM”) FP&A team collaborates with our Sales, Marketing 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. 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.
Business Partnering: Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals. Partner closely with the RevOps team on sales capacity planning.
Variance Analysis: Conduct monthly performance reviews, translating budget-to-actual variances into actionable insights and strategic recommendations for GTM leadership to ensure alignment with annual financial goals.
Strategic Financial Planning: Support the development of the GTM annual budgets, forecasts, and long-term financial models, aligning with overall business strategy and revenue goals.
Forecasting and Reporting: Support 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.
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.
Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus.
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 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.
Demonstrate a keen interest in improving your craft by using AI
What you will find here:
Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
Some highlights of our Total Rewards program include:
Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week.
Flexible time off policy, with an encouraged 20 days off per year.
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.
Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility
Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.
Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.
Learn more about our culture at clio.com/careers
Disclaimer: We only communicate with candidates through official @clio.com email addresses.