Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Senior Financial Analyst role.
Rezi rewrites your resume against Clio's job description. Free.
Tailor your resume to this Senior Financial Analyst role.
Rezi rewrites your resume against Clio's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Senior Financial Analyst posting at Clio — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Senior Financial Analyst posting at Clio — free, in seconds.
About the Role
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice. The Corporate FP&A team owns Clio’s consolidated view of the business, leading the annual operating plan, rolling forecasts, and long-range plan, and producing reporting for the executive team, Board, and investors. This role partners with business leaders to translate company strategy into actionable plans and track performance.
Responsibilities
- Build key components of the annual budget and multi-year plan, consolidating department inputs into a company-level P&L, balance sheet, and cash flow.
- Lead monthly and quarterly budget vs. actuals variance analysis, pinpointing drivers and delivering commentary on risks and opportunities to the executive team.
- Prepare monthly and quarterly executive, Board, and investor materials, including KPI and metric reporting, performance commentary, and peer benchmarking.
- Forecast cash, working capital, and key balance sheet items to support capital planning and treasury decisions, collaborating with Accounting.
- Build models to test scenarios and assess the financial impact of strategic initiatives and investments.
- Own and improve the planning model and its connections to source systems, ensuring data integrity and a single source of truth.
- Continuously improve the speed, accuracy, and automation of the planning and reporting cycle, including through AI-enabled workflows.
Requirements
- Bachelor’s degree in accounting, finance, or related field.
- CPA designation is preferred.
- Experience with US GAAP is an advantage.
- 3+ years of FP&A experience, ideally in a corporate or consolidated FP&A role at a high-growth SaaS or technology company.
- Experience in accounting, audit, or financial consulting is also valued.
- Hands-on experience running budget and forecast cycles and producing management or Board-level reporting.
- Strong three-statement modelling skills and a clear understanding of how the P&L, balance sheet, and cash flow connect.
- Strong understanding of SaaS business metrics and key performance indicators.
- Advanced Excel or Google Sheets skills.
- Experience with connected planning tools (e.g., Pigment, Anaplan, Adaptive) is an asset.
- Hands-on experience using AI tools (e.g., Claude, ChatGPT, Copilot) to find efficiencies and automate finance processes.
- Passionate about effective and intuitive data visualization.
- Deeply data-driven, analytical, and curious, with strong attention to detail.
- Self-motivated, independent, and deadline-oriented, able to manage multiple planning and reporting deadlines.
- Clear, articulate verbal and written reasoning and storytelling skills, to communicate effectively with audiences at all levels.
Skills
- Financial modeling
- SaaS business models
- Excel
- Google Sheets
- AI tools
- Data visualization
- Analytical reasoning
- Attention to detail
- Communication
Location
- Vancouver
- Calgary
- Toronto
- Dublin
- London
- New York City
- Sydney
Work Type
- Hybrid
Experience Level
- Senior
Education Level
- Bachelor's degree in accounting, finance, or related field
Salary/Compensations
- $101,700 to $137,700 CAD
Benefits
- Competitive, equitable salary
- Top-tier health benefits, dental, and vision insurance
- Flexible time off policy, with an encouraged 20 days off per year
- $2000 annual counseling benefit
- RRSP matching and RESP contribution
- Clioversary recognition program
About the Company
- Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.
- We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.
- We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations.
Equal Opportunity
- We are dedicated to diversity, equity and inclusion.
- We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from.
- We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation.
- We are committed to equal employment and we encourage candidates from all backgrounds to apply.
- Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.