Clio

Director, Corporate FP&A

Canada

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal Tech, Financial ServicesIndustries

Requirements

Candidates should possess 10+ years of experience, including 3+ years in a management role, and a strong understanding of SaaS business models and financial planning principles. A CPA or CFA designation is preferred, along with excellent communication, collaboration, and presentation skills.

Responsibilities

The Director, Corporate FP&A will own the 5-year Long Range Plan, the Annual Budget, and rolling forecast for the company, developing strategies to align financial goals with long-term corporate objectives. They will lead and enhance market share analysis, competitive benchmarking, and strategic positioning, providing insights for investor relations and executive reporting. Additionally, this role will establish business rhythms, implement scalable policies and processes, and partner with key stakeholders across Finance, Accounting, Investor Relations, and Corporate Development to ensure financial data aligns with operational needs and strategic objectives.

Skills

Financial Planning
Strategic Analysis
Team Leadership
Communication
Presentation
Data-Driven Decision Making
SaaS Business Models
Financial Modeling
Benchmarking
Internal Controls
Investor Relations

Clio

Legal practice management software provider

About Clio

Clio provides legal practice management software that helps law firms operate more efficiently. Its two main products, Clio Grow and Clio Manage, serve different purposes: Clio Grow enhances the client intake process and engagement, while Clio Manage allows firms to organize tasks, manage cases, handle documents, and process payments in one platform. Clio caters to a diverse clientele, from solo practitioners to large firms, and operates on a subscription model, charging users monthly or annually for access to its software. The goal of Clio is to improve the efficiency of legal practices and reduce administrative burdens, ultimately supporting their growth.

Key Metrics

Burnaby, CanadaHeadquarters
2008Year Founded
$1,279.9MTotal Funding
SERIES_FCompany Stage
LegalIndustries
1,001-5,000Employees

Benefits

Company equity
401k
Parental leave options and stipend
Flexible paid time off
Stipend to support WFH
Various wellness benefitsand programs

Risks

Emerging AI-driven legal tech startups could challenge Clio's market share.
Staying private may limit Clio's access to public market capital.
Significant investment in AI and expansion may strain Clio's resources.

Differentiation

Clio offers a comprehensive suite for law firm management, including client intake and payments.
Clio's products, Clio Grow and Clio Manage, streamline operations for legal professionals.
Clio's cloud-based platform supports solo practitioners and large law firms alike.

Upsides

Clio raised $900M in 2024, marking the largest Canadian software funding round.
Clio plans to enhance AI capabilities and expand into international markets.
Clio's subscription model generates $200M in annual recurring revenue.

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