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About the Role
Clio is seeking a Senior Financial Analyst to join the Financial Planning and Analysis (FP&A) team. This role supports strategic decision-making through in-depth analyses, forecasting, financial modeling, and stakeholder partnerships, contributing to the company's growth and operational improvements.
Responsibilities
- Partner with senior leaders across the go-to-market organization to align strategy with financial goals.
- Support the development of GTM annual budgets, forecasts, and long-term financial models.
- Contribute to higher-order analyses such as product and segment-level P&Ls and benchmarking.
- Evaluate the return on investment of GTM activities and recommend optimizations for spend and resource allocation.
- Drive continuous improvement of GTM FP&A processes, systems, and tools.
- Own the budgeting and monthly budget-to-actual process for assigned GTM areas, providing actionable insights on variances.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 5+ years of Financial Planning or Business Analyst experience.
- Proven experience in Investment Banking, Financial Consulting, or finance within a high-growth or SaaS-driven environment.
- Strong track record in financial modeling, forecasting, and strategic analysis.
- Ability to operate as a strategic business partner, working across functions.
- Ability to translate complex analysis into clear recommendations and decisions.
- Strong analytical mindset with the ability to transform complex data into actionable insights.
- Excellent communication, leadership, and inter-personal skills.
- Ability to work collaboratively across teams and influence cross-functional partners.
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
Skills
- Financial modeling
- Forecasting
- Strategic analysis
- Excel
- Google Docs
- Pigment or similar financial systems
Location
- Vancouver
- Calgary
- Toronto
- Remote (Canada, excluding Quebec)
- Remote (US)
Work Type
- Hybrid
- Remote
Experience Level
- Senior
Education Level
- Bachelor's degree in Finance, Accounting, Economics, or related field
- MBA or relevant advanced degree is a plus
Salary/Compensations
- $101,700 to $137,700 CAD
Benefits
- Competitive, equitable salary
- Top-tier health benefits
- Dental insurance
- Vision insurance
- Flexible time off policy (encouraged 20 days/year)
- $2000 annual counseling benefit
- RRSP matching
- 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 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.