Senior Financial Analyst
Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.
Summary:
About Clio:
Clio is a global leader in cloud-based legal technology, revolutionizing the way law firms operate and deliver client service. With a mission to make legal practice more accessible, efficient, and client-centric, Clio offers a comprehensive suite of innovative tools that empower law firms to streamline their operations and drive growth in the digital era.
Following a landmark funding round in 2024, Clio is positioned for even greater impact in the legal tech space. This investment enables us to accelerate our mission, expand our platform’s capabilities, and enhance our commitment to supporting law firms of all sizes.
Clio has been featured in the 2024 Forbes Cloud 100 and Forbes Future 50 (only legal tech entity in the list) and has consistently been rated as Canada’s top employers across various publications. What makes life at Clio so special: talented people around the world and a values-driven culture that inspires us to do our best work.
More exciting news, this role will support Clio’s newest acquisition of ShareDo. ShareDo is a cutting-edge case and practice management software. It is highly scalable and enables firms to fully customize their system to match their unique needs, while centralizing operations from a unified platform—all critical requirements for large law firms. With a strong EMEA presence and the potential to scale globally, ShareDo brings deep expertise and a proven track record in servicing this segment.
About the FP&A team:
Our Financial Planning & Analysis (FP&A) team drives superior outcomes for Clio, financial and beyond. We are currently in our scale up phase which presents a very unique time to join one of Canada’s most successful tech companies and have an outsized impact from your efforts! We are on a mission to become a world - class FP&A team. That means we work hard, play for keeps, and dedicate ourselves to making sure #TeamMoney thrives as we scale.
About the role:
We are looking for a Senior Financial Analyst to join the FP&A team. In this role, you will work with the ShareDo team to deliver on our financial plans, support strategic decision-making, provide financial insight, and help build operational rigor and efficiency.
This role is also available to candidates remotely across Canada (excluding Québec).
What you’ll work on:
Budgeting and forecasting - Drive monthly and quarterly financial forecast in Pigment, ensuring accurate projections, appropriate level of reporting, analysis and communication.
Business partnering - Develop positive partnerships with business partners and support the entire expense portfolio for ShareDo and collaborate to support forecast activity, management of departmental budgets, and to maintain optimization of resources.
Performance reporting - Prepare monthly and quarterly financial review presentations (including collecting, formatting, and analyzing information) and assist in presenting the materials to senior leadership teams.
Ad-hoc, financial, and operational analysis - Combine quantitative and qualitative analysis to highlight business risks and opportunities for business units.
Business processes - Become a subject matter expert on your area’s business processes and highlight opportunities for automation and process improvement.
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.
Financial close – Engage with the Accounting team to prepare / review journal entries related to Cloud Service Providers and R&D Software consumption.
What you bring:
Education:
Bachelor’s degree in Finance, Accounting, Economics, or a related field. CA, CPA, CFA or MBA degree is a plus.
Experience:
3-5 years of experience in FP&A, equity research, investment banking, or similar background. Deep understanding of both financial and operational metrics.
Skills:
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 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, and Dublin) to be in office minimum 2 days per week on our Anchor Days.
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
*We aim to hire all candidates between the minimum and the midpoint 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. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.
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
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Join Clio as a Senior Financial Analyst and become a key player in our ambitious Financial Planning & Analysis (FP&A) team in beautiful Vancouver! At Clio, we are passionate about transforming the legal experience through groundbreaking technology. With our recent acquisition of ShareDo, a powerful case management software, you'll be at the forefront of helping legal professionals operate with greater efficiency and focus on client service. In this impactful role, you'll take charge of budgeting and forecasting initiatives, helping to prepare monthly financial projections that guide our strategic decisions. You'll collaborate closely with various business units, ensuring resources are optimized and tracking performance through intuitive reports and dashboards. This is more than just another finance role; it's an opportunity to contribute to a values-driven culture where you can see the real-world impact of your work. We're looking for someone who possesses a strong analytical mindset and excels at financial modeling while having excellent communication skills to explain complex ideas to all levels of our organization. By bringing your experience from FP&A or a similar field, you'll be instrumental in driving accountability for business results and improving operational rigor as we scale. If you're ready to take on a challenge and want to make a difference at a company recognized in the 2024 Forbes rankings, we want to hear from you! Clio embraces diversity and is committed to fostering an inclusive environment for all our team members, wherever they choose to work from.
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Clio aims to help our customers help their customers by providing awesome, effective, and fun software.
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