Financial Data Analyst

We are currently looking for a Financial Data Analyst to join our Financial Planning and Analysis (FP&A) team. This position reports to the Manager, Revenue FP&A.

This role is available to candidates in Calgary, Vancouver, or Toronto.

What your team does:

Our Financial Planning & Analysis team is focused on driving stakeholder and shareholder value by developing the operating and financial plans required to achieve our company goals. You will help our business grow, help our customers succeed, and continuously improve the way we operate.

Who you are:

We are looking for a driven and curious Financial Data Analyst who takes numbers seriously, thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our values.

As a Data Analyst, you will be diving deep into numbers and uncovering insights that contribute to informed decision-making processes. This role will be primarily supporting the FP&A team with operational and financial reporting and analysis, data reconciliation and validation, and strategic decision support as required.

What you'll work on:

• Gather data from various sources to support the preparation of monthly, quarterly, and annual forecasts, and provide key analytics, analyses, and summaries as required.
• Deeply analyze data to identify opportunities for revenue optimization and growth.
• Provide insights and decision-making support for business partners and the FP&A team.
• Develop and update financial models with actuals, conduct variance analysis, and find and communicate insights.
• Monitor KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business.
• Ensure we have strong data cleanliness and source of truth reporting.
• Work closely with Accounting to ensure all financial information is accurate.

What you bring:

• Bachelor's degree in a relevant field (finance, accounting);
• Have 1+ years of Financial Planning, Accounting or Business Analyst experience;
• Be passionate about effective and intuitive data visualization;
• Be deeply data-driven, analytical, and curious;
• Be self-motivated, independent, and deadline-oriented;
• Be passionate about building data-driven organizations and having an impact on the business.
• Clear, concise, articulate, professional verbal and written reasoning and storytelling skills to communicate effectively to audiences at all levels of the organization.

What you will find here:

Compensation is one of the main components of Clio's Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day.
• Flexible time off policy, with an encouraged 20 days off per year.
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Clio is more than just a tech company-we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice .

Summary:

We are currently looking for a Financial Data Analyst to join our Financial Planning and Analysis (FP&A) team. This position reports to the Manager, Revenue FP&A.

This role is available to candidates in Calgary, Vancouver, or Toronto.

What your team does:

Our Financial Planning & Analysis team is focused on driving stakeholder and shareholder value by developing the operating and financial plans required to achieve our company goals. You will help our business grow, help our customers succeed, and continuously improve the way we operate.

Who you are:

We are looking for a driven and curious Financial Data Analyst who takes numbers seriously, thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our values.

As a Data Analyst, you will be diving deep into numbers and uncovering insights that contribute to informed decision-making processes. This role will be primarily supporting the FP&A team with operational and financial reporting and analysis, data reconciliation and validation, and strategic decision support as required.

What you'll work on:

• Gather data from various sources to support the preparation of monthly, quarterly, and annual forecasts, and provide key analytics, analyses, and summaries as required.
• Deeply analyze data to identify opportunities for revenue optimization and growth.
• Provide insights and decision-making support for business partners and the FP&A team.
• Develop and update financial models with actuals, conduct variance analysis, and find and communicate insights.
• Monitor KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business.
• Ensure we have strong data cleanliness and source of truth reporting.
• Work closely with Accounting to ensure all financial information is accurate.

What you bring:

• Bachelor's degree in a relevant field (finance, accounting);
• Have 1+ years of Financial Planning, Accounting or Business Analyst experience;
• Be passionate about effective and intuitive data visualization;
• Be deeply data-driven, analytical, and curious;
• Be self-motivated, independent, and deadline-oriented;
• Be passionate about building data-driven organizations and having an impact on the business.
• Clear, concise, articulate, professional verbal and written reasoning and storytelling skills to communicate effectively to audiences at all levels of the organization.

What you will find here:

Compensation is one of the main components of Clio's Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day.
• Flexible time off policy, with an encouraged 20 days off per year.
• $2000 annual counseling benefit
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The expected salary range* for this role is $60,100 to $81,300 CAD. Please note there are a separate set of salary bands for other regions based on local currency.

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. 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.

Learn more about our culture at clio.com/careers

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