Sr. Financial Analyst
Clairo- Full Time
- Junior (1 to 2 years)
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.
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.
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.