Senior Financial Analyst

Overview

Senior Financial Analyst role within the Financial Planning and Analysis (FP&A) team. Reports to the Senior Manager, Revenue FP&A.

This role is available to candidates across Canada and the U.S., excluding Quebec.

What your team does

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

Who you are

We are looking for an experienced and results-driven Senior Financial Analyst who takes numbers seriously, thrives in a rapid-growth, high-velocity environment, and lives and breathes our values. You will drive insights and support strategic decision-making through in-depth analyses, revenue forecasting, ad-hoc financial modeling, and strong stakeholder partnerships. This role requires a deep understanding of SaaS business models, strong analytical skills, and effective collaboration with cross-functional teams.

What you’ll work on

- Gather data from various sources to prepare monthly, quarterly, and annual forecasts, and provide key analytics, analyses, and summaries as required.
- Develop and maintain comprehensive revenue forecasting models in collaboration with revenue-generating teams, focusing on SaaS business models.
- Analyze data and work with business partners to identify opportunities for revenue optimization and growth.
- Provide insights and decision-making support for business partners and the leadership team (examples: ROI, unit economics scenario analysis, lifetime value and customer acquisition cost, sales efficiency trends).
- Develop and update financial models with actuals, conduct variance analysis, communicate insights, and forecast future performance.
- Monitor KPIs, identify trends, and work with operational leaders on opportunities to grow the business.
- Collaborate cross-functionally on strategic initiatives, including financial modeling and presenting findings to stakeholders, including the executive leadership team.
- Ensure 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)
- CPA or CFA designation is preferred
- 3+ years of Financial Planning or Business Analysis experience
- Proven experience in Investment Banking, Financial Consulting, or finance within a high-growth or SaaS-driven environment, with a strong track record in financial modeling, forecasting, and strategic analysis
- Strong understanding of SaaS business metrics and KPIs
- Passion for effective and intuitive data visualization
- Data-driven, analytical, and curious mindset
- Self-motivated, independent, and deadline-oriented
- Interest in building data-driven organizations and having an impact on the business
- Clear, concise, articulate verbal and written communication skills for audiences at all levels

What you will find here

Compensation is a core part of Clio’s Total Rewards Program. We offer competitive pay practices that support a high-performing culture.

Total Rewards highlights

- Competitive, equitable salary with comprehensive health benefits
- Hybrid work environment; local offices (Vancouver, Calgary, Toronto, Dublin) require in-office presence at least 2 days per week on Anchor Days
- Flexible time off policy (approximately 20 days per year)
- RRSP matching and RESP contributions
- Clioversary recognition program at 3, 5, 7, and 10 years

Clio is a global leader transforming the legal experience by improving the lives of legal professionals and increasing access to justice.

Diversity, Inclusion, Belonging and Equity

We value diversity and are committed to equal employment opportunities. We welcome candidates from all backgrounds. We provide accessibility accommodations during the recruitment process upon request.

Learn more about our culture at clio.com/careers

Disclaimer: We communicate with candidates through official @clio.com email addresses.

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