Manager, Gtm Fp&a

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:
About Clio:
Clio is a global leader in cloud-based legal technology, revolutionizing the way law firms operate and deliver client service. With a mission to make legal practice more accessible, efficient, and client-centric, Clio offers a comprehensive suite of innovative tools that empower law firms to streamline their operations and drive growth in the digital era.Following a landmark funding round in 2024, Clio is positioned for even greater impact in the legal tech space. This investment enables us to accelerate our mission, expand our platform’s capabilities, and enhance our commitment to supporting law firms of all sizes. Clio has been featured in the 2024 Forbes Cloud 100 and Forbes Future 50 (only legal tech entity in the list) and has consistently been rated as Canada’s top employers across various publications. What makes life at Clio so special: talented people around the world and a values-driven culture that inspires us to do our best work.

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 which presents a very unique time 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:
Our Go-To-Market (“GTM”) FP&A team collaborates with our Sales, Marketing, Customer support and Customer success senior leaders and teams to develop our investment strategy, understand the potential outcomes, and continually iterate to ensure we're deploying resources in the best way to sustain Clio’s incredible growth.You'll play a critical role in supporting GTM strategies through data-driven financial analysis, establishing frameworks, forecasting and budgeting, ensuring that financial resources are optimized for maximum growth. If you're ready to take on a transformative role in a rapidly growing company, there's no better time to join

What you’ll work on:
- Business Partnering: Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals. Support business leaders in understanding financial performance, trends, and opportunities for improvement.- Strategic Financial Planning: Lead the development of the GTM annual budgets, forecasts, and long-term financial models, aligning with overall business strategy and revenue goals.- Performance Analysis: Provide actionable insights and recommendations based on comprehensive financial analysis of GTM initiatives, including sales, marketing, and customer success teams. Evaluate the financial effectiveness of GTM programs and campaigns.- Forecasting and Reporting: Own the financial forecasting processes for GTM-related expenses. Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances, risks, and opportunities.- Cost Efficiency and ROI: Evaluate the return on investment (ROI) of GTM activities and provide recommendations for optimizing spend and resource allocation across sales, marketing, and customer success initiatives.- Cross-Functional Collaboration: Collaborate with the broader FP&A and Finance team to drive financial & planning excellence.- Process Improvement: Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and enhance overall efficiency.- Strategic Analysis & Ad-hoc Reporting: Conduct ad-hoc reporting on business performance and build financial models to support key strategic initiatives.- People Management: Lead, mentor, and develop a team of 2 finance analysts, providing clear guidance, support, and career development opportunities.

What you bring:
- Education:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus.- Experience:
- 5-7 years of experience in finance - FP&A, equity research, investment banking, or a combination of these, ideally within a GTM FP&A or similar function.- Proven ability to manage and develop a team with at least 2 years in a people management role, fostering a culture of high performance and continuous improvement.- Skills:
- Strong analytical mindset with the ability to transform complex data into actionable insights. Curious and passionate about having an impact on the business.- Excellent communication, leadership and inter-personal skills, with the ability to work collaboratively across teams and influence cross-functional teams.- Strong proficiency with financial systems and tools (e.g., Excel, Google docs, Pigment or similar).- Strong attention to detail and the ability to manage mul