[Remote] Senior Financial Analyst at Clio

Canada

Clio Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Biotechnology, Legal TechIndustries

Skills

Key technologies and capabilities for this role

Financial AnalysisRevenue ForecastingFinancial ModelingSaaS Business ModelsData AnalysisStakeholder ManagementROI AnalysisUnit Economics

Questions & Answers

Common questions about this position

What qualifications and experience are required for the Senior Financial Analyst role?

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.

Is this Senior Financial Analyst position remote or location-specific?

The role is available to candidates across Canada and the U.S., excluding Quebec.

What does the Financial Planning and Analysis team focus on at Clio?

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.

What kind of environment should I expect in this role at Clio?

The role thrives in a rapid-growth, high-velocity environment where you take numbers seriously and live the company's values.

What makes a strong candidate for the Senior Financial Analyst position?

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.

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.

Land your dream remote job 3x faster with AI