Senior Financial Analyst

Overview Clio is a global leader transforming the legal experience for professionals and increasing access to justice. We are looking for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. This role reports to the Senior Manager, Revenue FP&A. This position is available to candidates across Canada and the U.S., excluding Quebec. 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 to identify opportunities for revenue optimization and growth in collaboration with business partners. Provide insights and decision-making support for business partners and the leadership team. Examples of analyses include ROI, unit economics scenario analysis, lifetime value, customer acquisition cost, and sales efficiency trends. Develop and update financial models with actuals, conduct variance analysis, communicate insights, and forecast future performance. Monitor and develop KPIs, identify trends, and proactively work with operational leaders on opportunities to grow the business. Collaborate cross-functionally on strategic initiatives, including financial modeling and presenting findings and strategic insights to stakeholders, including the executive leadership team. Ensure strong data cleanliness and a reliable 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 Analyst 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 is an asset. Passion for effective and intuitive data visualization. Deeply data-driven, analytical, and curious mindset. Self-motivated, independent, and deadline-oriented. Desire to build data-driven organizations and have a measurable impact on the business. Clear, concise, professional verbal and written communication and storytelling skills for audiences at all levels of the organization. What you will find here Compensation is a key component of Clio’s Total Rewards Program. We offer competitive pay practices and a range of benefits as part of our high-performing culture. Competitive, equitable salary with top-tier health benefits, dental, and vision insurance. Hybrid work environment with in-office expectation for local employees in Vancouver, Calgary, Toronto, and Dublin (minimum 2 days per week on Anchor Days). 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 acknowledgment at 3, 5, 7, and 10 years. The full salary range for this role is $100,300 to $118,000 to $135,700 CAD. Salary bands may differ based on location and local currency. Benefit offerings may differ depending on location. We aim to hire candidates within the minimum to midpoint of the full salary range. The final offer depends on experience and skillset. Separate salary bands exist for other regions based on local currency. Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility We are committed to diversity, equity, inclusion, and accessibility. We encourage candidates from all backgrounds to apply and provide accommodations during the recruitment process upon request. Learn more about our culture at clio.com/careers. Disclaimer: We only communicate with candidates through official @clio.com email addresses. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries: Software Development and IT Services and IT Consulting Referrals increase your chances of interviewing at Clio. Get notified about new Senior Financial Analyst jobs in Toronto, Ontario, Canada. #J-18808-Ljbffr