Sr. Analyst - Investments - Finacial Planning & Analysis
Protective LifeFull Time
Senior (5 to 8 years)
Key technologies and capabilities for this role
Common questions about this position
Candidates need a Bachelor's degree in a relevant field like finance or accounting, preferably with CPA or CFA designation, and 3+ years of Financial Planning or Business Analyst experience, ideally in Investment Banking, Financial Consulting, or a high-growth/SaaS environment.
The role is available to candidates across Canada and the U.S., excluding Quebec.
The FP&A team drives stakeholder and shareholder value by developing operating and financial plans to achieve company goals, helping the business grow, customers succeed, and operations improve.
The role thrives in a rapid-growth, high-velocity environment where you take numbers seriously and live the company's values.
Strong candidates have proven experience in high-growth or SaaS environments, deep understanding of SaaS business models, strong analytical skills, and the ability to collaborate with cross-functional teams on revenue forecasting and strategic insights.
Legal practice management software provider
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.