Senior Financial Analyst

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. About the FP&A team: Our Financial Planning & Analysis (FP&A) team drives superior outcomes for Clio, financial and beyond. We are currently in our scale-up phase, presenting a unique opportunity to join one of Canada’s most successful tech companies and have an outsized impact from your efforts We are on a mission to become a world‑class FP&A team. That means we work hard, play for keeps, and dedicate ourselves to making sure #TeamMoney thrives as we scale. About the Role: At Clio, R&D is the engine of our growth. We are looking for a Senior Financial Analyst to be the strategic navigator for our Engineering and Product organizations. This is not a "maintenance mode" role. We need a builder. You will not just be reporting on the numbers; you will be hunting for the stories behind them. We are looking for someone who looks at a spiked cloud bill or a hiring variance and feels compelled to ask "Why?" until they find the root cause. What You Will Do Work with the team in supporting business partnering with Engineering & Product leadership. Go beyond the "what" (reporting) to the "why" (insights). Investigate anomalies in cloud spend (AWS), software tooling, and headcount utilization to drive efficiency. Translate complex financial concepts into clear, actionable language for non‑finance stakeholders. 2. Analytical Ownership (Soup to Nuts) Own the R&D P&L: Manage the end‑to‑end forecasting, budgeting, and month‑end close processes for the R&D function. Headcount Management: Tracking the movement of our largest asset—our people. You will model hiring ramps, attrition, and capitalization with high precision. Cloud Cost Analysis / AI Cost Analysis: Partner with Engineering and Product to model usage and forecast costs, ensuring our gross margins scale effectively as we grow. 3. Taming Ambiguity & Building Scalability Design for Scale: Take unstructured data and ad‑hoc spreadsheets and transform them into repeatable, scalable financial models and dashboards. Process Architecture: Identify broken or manual processes (e.g., how we track software licenses) and build automated, structured solutions to fix them permanently. Synthesize data from disparate systems (HRIS, ERP, Cloud Usage) to create a single source of truth. Build dynamic financial models that can handle scenario planning (Best Case / Worst Case) on the fly. Who You Are You have extreme attention to detail. You have a strong motivation to make sure that the data that you are producing is as accurate as possible, while being scalable, and that assumptions are meticulously recorded. You are relentlessly curious. You aren't satisfied with surface‑level answers. You enjoy "peeling back the onion" to understand the operational drivers behind a financial variance. You love the "Messy Middle." You don't need a perfect roadmap to get started. You thrive in ambiguous situations where you have to structure the data, define the metrics, and build the solution from scratch. You are a Data Wrangler. You are not intimidated by large datasets. You know how to pull, clean, and structure data to make it usable. You have an Ownership Mindset. You treat the business as if it were your own. You don't just flag a problem; you drive the solution until it is resolved. Qualifications 4+ years of experience in FP&A, Strategic Finance, or a highly analytical Business Ops role. CPA, CFA or MBA degree is a plus. SaaS Experience: Strong understanding of SaaS metrics (R&D as % of Revenue, CAC, Gross Margin, ARR). Technical Stack: Proficiency in Google Sheets and modeling is mandatory. Experience with planning tools (Pigment, Adaptive, Anaplan) and visualization tools (Tableau, Looker) is highly preferred. The "Huge Plus": Experience with SQL or working with large datasets. If you can query your own data without waiting for a Data Engineer, we want to talk to you. Compensation & Benefits 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. Salaries for this role range from $100,300 to $135,700 CAD, with separate bands for other regions based on local currency. Benefits include: - Competitive, equitable salary with top‑tier health benefits, dental, and vision insurance - Hybrid work environment, with an expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office at least twice per week - Flexible time off policy, with an encouraged 20 days off per year - $2,000 annual counseling benefit - RRSP matching and RESP contribution - Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility Our team shows up as their authentic selves, and is 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 encourage candidates from all backgrounds to apply. Clio provides accessibility accommodations during the recruitment process. If 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. We are a human‑and‑high‑performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we have built our systems to ensure that a human always reviews AI‑generated output, and we never make automated hiring decisions. Disclaimer: We only communicate with candidates through official @clio.com email addresses. #J-18808-Ljbffr