[Remote] Senior Manager, Corporate Financial Planning and Analysis at Clio

Canada

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Legal TechIndustries

Requirements

7-10+ years of progressive experience in corporate FP&A, investment banking, private equity, or management consulting
Preference for experience in private equity or investment banking
Preference for proven track record of success in a high-growth SaaS environment, with expert understanding of subscription revenue models and key SaaS metrics
Hands-on, collaborative, detail-oriented, positive, highly organized, and able to multitask through recurring activities and one-off projects
Ability to communicate clearly, timely, and effectively across all departments, particularly with the Executive Team
Reliable and professional with strong accounting acumen, advanced financial modeling principles, broad knowledge of business operations, and ability to think outside the box
Experience handling sensitive financial information with high discretion and respect for privacy and access levels
Strong familiarity with Excel for developing financial models
Growth mindset for process improvement and new technologies, especially AI

Responsibilities

Responsible for investor relations (IR) including reporting, financial modeling, and communication
Provide market intelligence and benchmarking analysis for internal and external financial modeling
Own the process, reporting, and analytics for corporate capital projects
Lead all aspects of consolidated P&L reporting
Oversee the monthly close process, maintaining alignment with Accounting and FP&A business partners for accurate company-wide financial statement reporting
Provide guidance and insight to deliver a cohesive, complete, and actionable financial narrative
Drive the monthly, quarterly, and annual planning cycles, scaling systems and tools, creating durable processes and timelines, and ensuring accuracy and deeper analysis
Oversee preparation of analysis, commentary, and presentation materials for Board of Directors and Executive-level reviews
Execute and/or delegate recurring and ad-hoc analyses and special projects as requested by CFO and Finance Leadership team
Lead and coach a team to improve and expand their impact on the FP&A team

Skills

Key technologies and capabilities for this role

Financial ModelingInvestor RelationsP&L ReportingMonthly CloseFinancial PlanningBoard PresentationsSaaS MetricsSubscription RevenueBenchmarking AnalysisTeam LeadershipCapital Projects

Questions & Answers

Common questions about this position

What is the compensation like for this role?

Compensation is competitive and equitable with top-tier offerings as part of Clio’s Total Rewards Program, which forms the foundation of their high-performing culture.

Is this position remote or does it require office work?

This information is not specified in the job description.

What experience and skills are required for this Senior Manager role?

Candidates need 7-10+ years of progressive experience in corporate FP&A, investment banking, private equity, or management consulting, with preferences for private equity/investment banking and high-growth SaaS experience including subscription revenue models. Key skills include strong Excel financial modeling, accounting acumen, clear communication, collaboration, detail-orientation, organization, and a growth mindset for process improvement and AI.

What is the company culture like at Clio?

Clio fosters a human and high-performing culture focused on fair and competitive pay practices, bettering the lives of legal professionals, and increasing access to justice.

What makes a strong candidate for this FP&A leadership role?

A strong candidate has 7-10+ years in FP&A, investment banking, PE, or consulting, preferably with high-growth SaaS experience, hands-on financial modeling in Excel, collaborative communication skills, and a growth mindset for scaling processes and using AI.

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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