Clio

Senior Financial Analyst, Subscriptions

Canada

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal Tech, Financial ServicesIndustries

Requirements

Candidates should possess a Bachelor’s degree in a relevant field such as finance or accounting, and a CPA or CFA designation is preferred. They should also have at least three years of experience in Financial Planning or Business Analysis, with proven experience in Investment Banking, Financial Consulting, or finance within a high-growth environment.

Responsibilities

As a Senior Financial Analyst, the candidate will gather data to prepare monthly, quarterly, and annual forecasts, develop and maintain comprehensive revenue forecasting models, analyze data and collaborate with business partners to identify revenue optimization opportunities, provide insights and support strategic decision-making, monitor and develop KPIs, and ensure accurate financial information through collaboration with Accounting. They will also work on strategic initiatives, including financial modeling and presentations, and maintain data cleanliness and source of truth reporting.

Skills

Financial Planning
Forecasting Models
Data Analysis
Revenue Optimization
KPI Development
Variance Analysis
Financial Modeling
Stakeholder Collaboration
Operational Metrics
SaaS Business Models

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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