Senior Financial Analyst at Clio

Vancouver, British Columbia, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Legal Tech, Technology, SaaSIndustries

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus
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

Responsibilities

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

Skills

Key technologies and capabilities for this role

Financial PlanningFP&AVariance AnalysisForecastingBudgetingFinancial ModelingBusiness PartneringSales Capacity PlanningRevOps

Questions & Answers

Common questions about this position

Is this role remote or available across Canada?

This role is available to candidates across Canada, excluding Quebec.

What experience is required for the Senior Financial Analyst position?

Candidates need 3+ years of Financial Planning or Business Analyst experience, along with a Bachelor’s degree in Finance, Accounting, Economics, or a related field; an MBA or advanced degree is a plus.

What is the salary or compensation for this role?

This information is not specified in the job description.

What does the FP&A team focus on at Clio?

The Financial Planning & Analysis team drives stakeholder and shareholder value by developing operating and financial plans, supporting GTM strategies through data-driven analysis, forecasting, budgeting, and optimizing resources for growth.

What makes a strong candidate for this Senior Financial Analyst role?

Strong candidates have 3+ years in Financial Planning or Business Analyst roles, experience in investment analysis, a relevant Bachelor’s degree, and the ability to partner with GTM leaders on budgeting, forecasting, and strategic insights.

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.

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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