Senior Financial Analyst

Canada

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Biotechnology, Legal TechIndustries

Requirements

Candidates must possess a Bachelor's degree in finance or accounting and have over 3 years of experience in Financial Planning or Business Analysis. Preferred qualifications include a CPA or CFA designation, proven experience in Investment Banking, Financial Consulting, or finance within a high-growth or SaaS environment, and a strong track record in financial modeling, forecasting, and strategic analysis. A deep understanding of SaaS business metrics and KPIs is a significant asset, as are strong data visualization, analytical, data-driven, curious, self-motivated, independent, deadline-oriented, and effective communication skills.

Responsibilities

The Senior Financial Analyst will gather data to prepare forecasts and provide key analytics, develop and maintain revenue forecasting models for SaaS business models, and analyze data to identify revenue optimization and growth opportunities. They will provide insights and decision-making support for business partners and leadership, develop and update financial models, conduct variance analysis, monitor and develop KPIs, and collaborate cross-functionally on strategic initiatives. This role also involves ensuring data cleanliness, accurate financial reporting in collaboration with Accounting, and presenting findings and strategic insights to stakeholders.

Skills

Financial Analysis

Revenue Forecasting

Financial Modeling

SaaS Business Models

Data Analysis

Stakeholder Management

ROI Analysis

Unit Economics

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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